IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide
Reporting to the Director, FATCA & CRS, this newly formed role will be responsible for the relationship with our internal customers in the US & Caribbean Region. You will support and assist the US and Caribbean offices with FATCA/CRS queries, due diligence and reporting needs whilst working with Director, FATCA & CRS to ensure that approach and requirements are as aligned as they can be over the Group.
Responsibilities of this role will include developing strong relationships and being the “go to” person to assist with answering Regional queries in relation to AEOI matters. In this role, you will liaise with cross-functional internal teams (including local Business Implementation Managers, MD, Responsible Officers, etc.) to look to improve the entire reporting and documentation process for our clients.
Ultimately, a successful Principal, FATCA & CRS should collaborate with the teams within their region to ensure all FATCA and CRS requirements are consistently achieved and all relevant offices are engaged with our service offering and Service Levels (Time, Cost, and Quality).
Day to day:
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
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