Intern - Private Wealth jobs in United States
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IQ-EQ · 8 hours ago

Intern - Private Wealth

IQ-EQ is a leading Investor Services group offering comprehensive services in administration and compliance for the investment sector. The role involves supporting the Trust Accounting department with activities such as asset maintenance, cash posting, and month-end reconciliations, while also assisting Trust Officers with client relationship management.

AccountingFinanceFinancial ServicesReal EstateWealth Management
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H1B Sponsor Likelynote

Responsibilities

Provide support for Trust Accounting department activities:
Asset set-up and maintenance
Posting of cash activities
Monthly fee processing
Internal audit program procedures
Other ad-hoc projects as they arise
Month-end account reconciliation:
Perform monthly reconciliations of trust accounting system on assets held away and other alternative assets (equities, private businesses, loans, real estate etc.)
Review and execute trustee duties within complex Trust structures:
Research Trust transactions with a team of Trust Accounting Analysts
Research and resolve intricate scenarios that arise within Trust structures
Support Trust Officers with client relationship management (CRM) system

Qualification

AccountingFinanceExcelCommunicationOrganizational skillsAttention to detailProblem-solving

Required

Current Junior or Senior standing in college; Bachelor's degree track in Business with emphasis in Accounting or Finance (prior to start date)
Interest in fiduciary accounting and the trust industry
Strong computer / Excel skills and desire to master trust accounting system
Strong communication skills (written and oral)
Strong organizational skills to be able to handle multiple projects at once
High attention to detail
Self-starter: ability to deal with ambiguity, solve problems, set priorities and track/resolve issues

Benefits

Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers
Our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues
Through IQ-EQ Launchpad we support women managers launching their first fund

Company

IQ-EQ is a multi-jurisdictional provider of investor and corporate services in Europe and beyond.

H1B Sponsorship

IQ-EQ has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
2015-09-11Acquired

Leadership Team

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John Legrand
CEO
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Brian McArthur-Muscroft
Chief Financial Officer
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Company data provided by crunchbase