At a Glance
- Tasks: Lead client relationships and mentor junior team members in fund administration.
- Company: Join a leading Investor Services group with a focus on sustainability and inclusivity.
- Benefits: Competitive salary, private health cover, flexible working, and 25 days annual leave.
- Why this job: Make a real impact in the investment sector while growing your career in a supportive environment.
- Qualifications: 5+ years in fund administration with strong knowledge of Jersey’s finance industry.
- Other info: Dynamic workplace with a commitment to diversity, equity, and employee development.
The predicted salary is between 36000 - 60000 £ per year.
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We’re looking for a motivated Senior Officer to join our Funds & Institutional team in Jersey. In this role, you’ll support the administration of institutional client portfolios, deliver high-quality service, and contribute to a growing international client base. Occasional travel to other IQ-EQ offices or client sites may be required.
What You'll Do
- You’ll lead by example, embodying our Group Values while delivering exceptional client service and driving operational efficiency across your portfolio.
- You’ll support and mentor junior team members, sharing your expertise and helping them grow while overseeing their work to ensure quality and compliance.
- You’ll take ownership of client relationships, attending meetings, managing correspondence, and proactively identifying opportunities for growth and improvement.
- You’ll stay sharp by maintaining your technical knowledge, understanding fund structures, relevant laws, and taxation principles across jurisdictions.
- You’ll collaborate across teams, deputise for managers when needed, and act as an authorised signatory - ensuring tasks are completed accurately, securely, and on time.
What We Offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile.
- Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP.
- Annual leave: our employees are entitled to 25 days paid leave plus all Jersey public holidays.
- Enhanced maternity and paternity, including shared parental leave and adoption leave.
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend.
Qualifications
- You bring at least 5 years of fund administration experience, backed by a relevant professional qualification (like ICSA) and active CPD.
- You have strong knowledge of Jersey’s finance industry and a solid grasp of fund services business duties and regulations.
- You’re highly organised, detail-oriented, and able to manage multiple priorities under pressure while meeting tight deadlines.
- You communicate clearly and professionally, both in writing and verbally, and collaborate effectively within a team.
- You’re confident using Microsoft tools (Excel, Outlook, Word) and apply strong analytical and numerical skills to deliver high-quality work.
Additional Information
Our commitment to you and the environment: Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Senior Officer, Funds & Institutional employer: IQ-EQ
Contact Detail:
IQ-EQ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Officer, Funds & Institutional
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and operational efficiency. When you walk in, show them you’re not just another candidate; you’re someone who aligns with their mission and can contribute to their success.
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience in fund administration and how it relates to the role. Highlight your achievements and how you’ve supported teams in the past. Confidence is key, so rehearse until you feel comfortable.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your professionalism. And remember, apply through our website for the best chance!
We think you need these skills to ace Senior Officer, Funds & Institutional
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Officer role. Highlight your fund administration experience and any relevant qualifications like ICSA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our Funds & Institutional team. Keep it professional but let your personality show through.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to deliver high-quality service and drive operational efficiency. We love seeing concrete examples of how you've made an impact in previous roles!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at IQ-EQ
✨Know Your Stuff
Make sure you brush up on your knowledge of fund structures, regulations, and taxation principles relevant to the role. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior team members, be prepared to share examples of how you've led teams or supported others in their development. Highlighting your experience in fostering a collaborative environment can set you apart.
✨Client-Centric Mindset
Demonstrate your ability to build and maintain client relationships. Prepare specific examples of how you've identified opportunities for growth or improvement in past roles, as this aligns perfectly with what they’re looking for.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills under pressure. Think of situations where you had to manage multiple priorities or tight deadlines, and be ready to explain how you handled them effectively.