ABOUT IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job DescriptionTHE ROLE
The Annex IV Reporting Specialist is responsible for supporting and overseeing the end‑to‑end delivery of Annex IV regulatory reporting across the client base. Acting as the subject matter expert (SME), this role ensures the accuracy, quality and timeliness of reporting in line with AIFMD requirements and the role combines operational delivery with oversight responsibilities, including supporting team members, managing complex reporting matters, and driving continuous improvement initiatives. The Annex IV Reporting Specialist will play a key role in implementing and enhancing a technology-enabled, scalable reporting model, while maintaining strong relationships with clients and internal stakeholders.
What you'll do
- You'll oversee the end‑to‑end Annex IV reporting lifecycle, ensuring accurate, timely submissions that comply with AIFMD requirements and internal control frameworks.
- You'll act as the escalation point for complex reporting issues, applying strong technical expertise, decision-making, and problem-solving skills to deliver effective resolutions.
- You'll collaborate with cross-functional teams and manage client and stakeholder relationships, ensuring clear communication and a consistently high standard of service delivery.
- You'll support, guide, and develop team members through coaching and knowledge sharing, while monitoring workflows, tracking performance metrics, and maintaining delivery quality.
- You'll drive continuous improvement by identifying process enhancements, performing root cause analysis, implementing automation solutions, and adapting to evolving regulatory requirements.
What we offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Annual leave: our employees are entitled to 25 days paid leave plus all UK public holidays
- Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
About You
- You have 3+ years of experience in AIFMD Annex IV or similar regulatory or financial reporting roles, demonstrating strong domain expertise.
- You possess a strong understanding of regulatory reporting frameworks, controls, and compliance requirements.
- You bring experience in an operational oversight or subject matter expert (SME) capacity, with the ability to guide processes and resolve issues.
- You are familiar with regulatory reporting systems, workflow tools, or technology-enabled reporting processes.
- You combine technical knowledge with practical experience to support efficient, controlled, and high-quality reporting delivery.
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
