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Company Description
About IQ-EQ
We’re a leading Investor Services group, offering end-to-end services in administration, accounting, reporting, regulatory compliance, and the investment sector worldwide. With a global workforce of 6,500+ people across 25 jurisdictions, we manage assets exceeding US$857 billion. Our clients include 13 of the world’s top-15 private equity firms.
Our services are backed by a Group-wide commitment to ESG and best-in-class technology, including a global data platform and proprietary tools supported by in-house experts. Our people drive what sets us apart—acting as trusted partners, delivering technical expertise combined with strong, client-centric relationships.
Powered by our Group purpose to power people and possibilities*, we ensure our partners and stakeholders thrive.
Job Description
The Role
The Annex IV Reporting Specialist oversees and delivers end-to-end Annex IV regulatory reporting across the client portfolio. As the subject matter expert (SME), this role ensures accuracy, timeliness, and compliance with AIFMD requirements, blending operational delivery with oversight responsibilities, including supporting team members, addressing complex reporting challenges, and driving continuous improvement.
The Annex IV Reporting Specialist also plays a key role in implementing and refining a technology-enabled, scalable reporting model, while maintaining strong client and stakeholder relationships.
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What You’ll Do
- Oversee the end-to-end Annex IV reporting lifecycle, ensuring compliant, timely submissions against AIFMD regulations and internal controls.
- Serve as the escalation point for complex reporting issues, applying technical expertise, critical decision-making, and problem-solving skills for solutions.
- Collaborate with cross-functional teams, manage client and stakeholder relationships, and uphold consistent service delivery standards.
- Support, guide, and develop team members through coaching and knowledge sharing, while monitoring workflows, tracking performance metrics, and maintaining delivery quality.
- Drive continuous improvement by:
- Identifying process enhancements and conducting root cause analysis.
- Implementing automation solutions.
- Adapting to evolving regulatory requirements.
Qualifications & Requirements
About You
- 3+ years of experience in AIFMD Annex IV or similar regulatory/financial reporting roles, with demonstrated expertise in domain-specific requirements.
- Strong understanding of regulatory reporting frameworks, controls, and compliance obligations.
- Experience in operational oversight or as a subject matter expert (SME), with the ability to guide processes and resolve issues professionally.
- Familiarity with regulatory reporting systems, workflow tools, or technology-driven solutions.
- A blend of technical knowledge and practical experience to ensure efficient, controlled, and high-quality reporting delivery.
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What We Offer
Career & Financial Growth
- Remuneration and pension aligned with market rates, proportional to experience and skills.
- Knowledge-sharing opportunities, training programmes, and career advancement via learning platforms (e.g., PowerU, MyCampus).
Wellbeing Benefits
- Private health & dental cover, life assurance, and discounted gym membership.
- Employee Assistance Programs (EAPs), including eyecare and corporate GP access.
Flexibility & Balance
- 25 days of paid annual leave, plus all UK public holidays.
- Enhanced parental leave, including maternity, paternity, and shared adoption leave.
- Flexible working agreements—open to discussions to support a healthy work-life balance.
Sustainability & Inclusion
- ESG-aligned operations and transparency in social governance and environmental impact.
- Diversity, Equity, and Inclusion (DEI) initiatives, led by a dedicated steering committee.
- Hybrid working culture, enabling empowered teams worldwide.
- Pro-female initiatives, such as IQ-EQ Launchpad, supporting women launching private equity/VC funds (only 15% of firms are gender-balanced).
Our success depends on empowering people and fostering a culture of inclusivity, resilience, and sustained progress—for our employees, clients, and planet.
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