Financial Fund Trainer

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

The IQ-EQ training team are passionate about supporting our people in their continuous development of the ‘Know How (IQ) and Know You (EQ)’ of our clients.

As a member of the training team you will provide high quality service and support to the Manila business. All training deliverables must be of the highest quality and support the continuous development of the ‘Know How and Know You’ ethos of our business. 

Tasks (what does the role do on a day-to-day basis)

Contribute to strategic and operational development of the Firm by delivering the Technical Training Strategy to the business;Partner with business to understand, document and address technical training needs of business area;Design of specialist training based upon the operational requirements of the business;Delivery of technical training to the business to a standard of excellence;Manage reporting to ensure business and management are aware of programme evaluations and return on investment;Maintain attendance and assessment records to continuously evaluate trainee performance and provide recommendations for improvementUpdate and maintain training materials as needed;Coordinate trainings and workshops (including set up training material);Recommend training solutions to support the continuous improvement of client service levels and or efficiencies, including improvement, or automation.

Qualifications

Must have:

Bachelor’s degree in accountancy or related field2+ years relevant experience in training deliveryIntermediate Microsoft Office skills Understand and use best practices on Investran (accounting platform)

Nice to have:

Financial Services experience or knowledge of the private equity industry is desirable but not essentialBrokerage or settlements experiencePart Qualified Accountant or Qualified Accountant (desirable but not required)FINRA licensed – series 6 (funds) or series 7 (brokerage)

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

We are an innovative and dynamic global group. Our people have the ability to see change as an opportunity to do something great. Together we find clarity in complexity; solving problems and identifying bold solutions.Our approach to your development is different. Everything we do here from performance management to competency frameworks will give you practical, easy to apply skills that will have an impact.We are big on continuous learning and have developed an experiential learning and development framework called Ascent. The programme has four pathways that are tailored in areas where you will benefit most.Our performance management approach, aptly named ‘Everyday Conversations’ is all about forward-looking discussions focused on performance, development and career progression. It’s a bold approach as there is no set agenda; the traditional end-of-year reviews have been replaced. You will have regular check-ins with your line manager and continuous feedback to help you stay on track and achieve your goals.Our size and scale provides opportunities to work internationally, whether short or long term. The global nature of our business means we interact on a daily basis with colleagues and clients from all over the world, to build networks and broaden horizons.Together we are more.