IQ-EQ is a leading fund services group that combines global expertise with an unwavering focus on client service delivery. With a team of 5,000+ people operating across 25 jurisdictions globally, we support fund managers, global companies, family offices and private clients operating worldwide.

• Instrumental in the management of technology-focused equity hedge fund of +$3B AUM family office• Worked closely with fund accounting and operations to ensure an effective use of fund and management company dollars• Managed three analysts and their daily activities including trading operations, investment research analysis, project management, trading analysis and technology• Managed relationships with sell-side research sales, traders, and analysts• Set up and continually evaluated trading operations, systems used, and processes to ensure regulatory compliance and a streamlined daily activity• Managed project life cycles including conception, definition of requirements, delegation of tasks, and evaluation of their completion

• Provided/reviewed extensive fundamental research on private and public investments with CIO/Founder prior to investment decisions• Met with Senior Management of private and publicly traded technology companies to perform due diligence prior to an investment• Worked with Investment Bankers, Equity Capital Markets and Syndicate teams at Bulge Bracket Banks to ‘test the waters’ and provide feedback on management, the company’s story, and valuationPerformed a deep dive into S-1 documents for new issuances, which make up 90% of initiated positions• Actively traded current positions and initiating new positions by working with a combination of sell-side high touch trading teams and electronic trading systems• Listened to earnings calls, reviewing with management of those companies, and updating valuation models accordingly

• Sold electronic equity execution to sell-side customers; electronic derivative execution to all client types• Consulted on various trading systems and their integrations with both ITG and other vendor systems, including multiple OMS providers and trading analytic platforms• Proactively monitored equity and derivative executions; fielding client inquiries and trading on clients’ behalf when necessary• Provided pre-trade and post-trade TCA reports on single stock and equity basket execution for sell-side customers• Managed on-boarding and coverage of new and existing sell-side and institutional customers• Spearheaded the up-selling of existing institutional accounts on derivative execution

Sold algorithm connections and electronic trading platforms to buy-side and sell-side prospective clients• Monitored all algorithmic trade flow and recommend trading strategies to clients• Tailored strategies for clients based on their desired performance and pre/post-trade analysis• Implemented and train new customers on extensive front-end capabilities and algorithm functionality• Tested and managed 3rd party broker connections and support trading flow over those sessions• Sold and supported a derivative trading platform and options connections• Worked closely with traders and options exchanges to resolve trade issues and provide transparency on algorithm behavior

- Sold and implemented a single-stock trading platform with basic options trading capabilities to a wide range of buy side customers - Provided front-line support on any trade and technology issues to primarily hedge fund clients- Traded equities and equity options for client’s accounts per their instructions- Assisted with the build-out of the high-touch options trading desk- Liaised with OMS providers (EZE Castle, Charles River, etc.) to build connections and train traders on workflow

US Client Valuations