Job description
Company Description
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 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 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 Description
This Role
As a Commercial Insights Associate, you will play a pivotal role in supporting IQ-EQ’s commercial strategy by delivering actionable insights that drive growth and efficiency. Working within the Sales Operations & Enablement team, you will collaborate across multiple business sectors to identify opportunities, optimize sales performance, and strengthen client relationships through data-driven decision-making.
What you will do:
- Perform research on key markets to build insight into those sectors and to identify potential commercial opportunities.
- Identify new sales opportunities either from existing clients or prospects.
- Analyze client portfolios and transaction patterns to uncover cross-sell and upsell potential.
- Support the development of targeted campaigns based on data-driven insights.
- Collaborate with Sales Operations to streamline processes and enhance efficiency.
- Utilize CRM and BI tools to extract, analyze, and visualize data effectively.
- Create presentation material for internal trainings, client meetings and pitches.
What we offer:
- Competitive compensation and benefits – including allowances, government-mandated benefits, 13th month pay, and performance-based bonuses
- Health and wellness support – HMO coverage from Day 1 (with dependents), life and accident insurance, mental health support, and medical allowances
- Leave benefits – generous paid time off, special leave types, and observance of all Philippine holidays
- Hybrid work setup and tools – company-issued laptop, work-from-home kit, and flexibility after initial onboarding
- Learning and growth opportunities – access to training, annual salary reviews, internal mobility, and performance rewards
Qualifications
About You
- Proactive, with a passion for client service and strong commercial awareness.
- Advanced knowledge of Microsoft Office and Power BI, plus experience with CRM applications.
- Strong commercial awareness and understanding of financial services industry trends.
- Well organized, able to priorities effectively, and resilient under pressure.
- Detail-oriented with strong analytical skills to deliver data-driven insights.
- Excellent written and verbal communication skills in English.
- A confident team player, eager to grow and share expertise within IQ-EQ Group.
Additional Information
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 5,800+ 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.
