Teams at IQ-EQ

Leads private equity fund accounting engagements, client relationships, financial reporting, capital calls, distributions, audits, tax requests, and investor communications. Reviews complex calculations and financial statements, manages deliverables and timelines, applies limited partnership agreements, trains junior staff, and improves operational processes across multiple fund administration engagements.

Manages private equity fund administration across multiple client engagements. Oversees fund operations, financial reporting, investor communications, audits, tax requests, journal entries, capital calls, distributions, and performance calculations such as IRR. Builds client relationships, reviews complex financials, ensures timely deliverables, improves processes, prioritizes requests, and trains junior staff.

Leads strategic retention, upsell, and cross-sell initiatives for major U.S. clients, acting as the central relationship owner. Builds executive and operational relationships, develops client strategies and value propositions, coordinates global teams across jurisdictions, supports competitive analysis and client reviews, and expands services internationally. The role focuses on strengthening long-term partnerships, improving client experience, securing strategic mandates, reducing attrition, and achieving profitability and KPI targets.