This role requires expertise in financial instruments and alternative investment funds, with a strong focus on PnL and fee calculations, REIT structures, and advanced Excel skills. The ideal candidate is detail-oriented, analytical, and skilled in client communication and relationship management.
This role will be a dedicated resource for one of our premiere clients. The candidate is required to be onsite, 5 days a week, at the client’s Stamford, Connecticut office  What you’ll doYou'll work with a wide range of financial instruments—including equities, fixed income, derivatives, and foreign exchange—focusing on accurate PnL calculations.You'll apply your deep understanding of waterfall structures (American & European) and perform complex management fee and performance allocation calculations.You'll leverage your knowledge of REIT structures, including tax implications, distribution mechanics, and regulatory considerations.You'll bring strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.You'll communicate effectively with clients and stakeholders, backed by your expertise in alternative investment funds (hedge and private equity).What we offerIQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance. Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans. Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.The salary for this position will be dependent on experience and location ($160,000-$200,000).
