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Senior Officer, Funds & Institutional

Job in Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: IQ-EQ
Full Time position
Listed on 2026-10-09
Job specializations:
  • Finance & Banking
    Financial Compliance, Financial Reporting, Regulatory Compliance Specialist
Job Description & How to Apply Below
Company Description 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 employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US $750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

 
Job Description 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 DoYou’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 GPAnnual 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. As such, we are open to conversations with employees related to setting up flexible working arrangements.

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 Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our…
Position Requirements
10+ Years work experience
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