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Associate Director, Research

Foster City

Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role 

IEQ Capital is looking for a motivated professional to join as a Research Associate Director focused on Liquid and Alternative Investments. This role will work closely with the Investments team to source/diligence new investments and help lead the research direction of the Investment Committee (IC). The Research Associate Director role is responsible for managing multiple deal team workflows concurrently and reviewing the work of the associate team to produce weekly investment committee materials and quarterly ongoing diligence updates for client materials. The role requires a candidate to be comfortable presenting the risks and potential returns of an investment to the IC, as well as representing the firm in manager meetings and ad-hoc client/prospect meetings. The Research Associate Director will be expected to split his/her focus between: 

  • Leading diligence and managing deal teams for new investments in both Liquid and Alternative asset classes. 
  • A “deal team” refers to the staffing of a Research Associate, client-facing team member, Research Director, and Partner on a specific investment. 
  • Sourcing new investments and maintaining a pipeline of new investment ideas. 
  • Sponsor coverage for ongoing due diligence on IEQ’s portfolio of existing investments. 
  • Understanding the IEQ value proposition and ability to communicate the IEQ research process. Effective at communicating research’s role in the firm to clients and prospects. 
  • Mentoring the younger associate research staff to develop their investing acumen and reviewing their work before distribution to client-facing teams and client base 

Qualifications 

  • Bachelor’s Degree required. 
  • 5+ years of relevant work experience required.  
  • Understanding of major asset classes and the role they play in an institutional portfolio.  
  • Experience with financial modeling and data analysis / visualization in Excel. 
  • Experience with Python, SQL, other data visualization or BI tools is a plus. 
  • Close attention to detail. 
  • Ability to effectively manage others to meet tight deadlines. 
  • Be able to perform in an ever-changing high-pressure environment. 
  • Excellent communication, interpersonal, presentation, and writing skills. 

Career Path 

You should expect to hold the Research Associate Director position for 3+ years. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. This role has strong visibility to the Investment Committee, Managing Partners, IEQ clientele, Wall Street, and Private Market sponsors. The research team aims to provide multiple routes to establish a niche for yourself in a growing firm that invests across most institutional asset classes. 

Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.

 

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Please be advised that IEQ is a mandatory vaccination employer. If you join IEQ’s team, you will need to provide proof of your vaccination status, and, if not vaccinated, obtain an approved-vaccine, unless a medical or religious exemption applies. Please check the box below to acknowledge this policy. *
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IEQ CAPITAL, LLC
CALIFORNIA APPLICANT PRIVACY NOTICE – CALIFORNIA PRIVACY RIGHTS
AND DISCLOSURES
Last Updated: January 1, 2023
This California Job Applicant Privacy Notice (“Privacy Notice” or “Notice”) explains how IEQ
Capital, LLC (“company,” “we,” or “us,” or “our”) collects personal information from job
applicants who are California residents, to the extent the personal information is collected and
used by us solely within the context of their status as a job applicant. This Notice supplements
other privacy notices you may receive in connection with your relationship with us.
Personal Information We Collect and Have Collected in the Past 12 Months – Sources and
Categories
In the 12 months preceding the date of this Notice, we collected your personal information when
you applied for a position with us or otherwise voluntarily provided information to us. We will
continue to collect personal information from the same sources.
The categories of personal information we collected from these sources during the 12 months
preceding the date of this Notice, and will continue to collect, includes the following:
 Personal identifiers: name, address, email address, government-issued identification
documents
 Protected class information: race, ethnicity, gender, gender identification, veteran status
 Professional information: records of your work and education history (including internal
and external work history and references)
 Educational information: Education history; trade school records; certificates obtained
Purposes for Collection of Personal Information
We use your personal information to evaluate your application for employment, to conduct job
interviews, and to comply with applicable law.
Disclosure of Personal Information For Business Purposes in the Past 12 Months
The following chart describes the categories of personal information that we disclosed to third
parties for a business purpose in the 12 months prior to the date of this Notice:
Categories of Consumers’
Personal Information
Categories of Third Parties With Which We Shared
Personal Information for a Business Purpose
Personal identifiers: name, address,
email address, government-issued
identification documents
Service providers that assist in providing human
resource functions; facilitate scheduling and email
communications; provide security services and cloudbased
data storage, assist with other IT-related
functions; provide legal services
Protected class information: race,
ethnicity, gender, gender
identification, veteran status
Service providers that assist in providing human
resource functions; provide legal services
Professional information: records of
your work and education history
(including internal and external
work history and references)
Service providers assist with recruitment activities and
HR services
Educational information: Education
history; trade school records;
certificates obtained
Service providers assist with recruitment activities and
HR services
Additional Information About How We May Disclose Personal Information
We may also share your personal information as required or permitted by law to comply with a
subpoena or similar legal process or government request, or when we believe in good faith that
disclosure is legally required or otherwise necessary to protect our rights and property or the
rights, property or safety of others, including to law enforcement agencies, and judicial and
regulatory authorities. We may also share your personal information with third parties to help
detect and protect against fraud or data security vulnerabilities. And we may share or transfer
your personal information to a third party in the event of an actual or potential sale, merger,
reorganization of our entity or other restructuring.
No Sale of Personal Information
We do not sell the personal information of job applicants.
Rights Related to Personal Information Held by Us
Your Right To Access Information We Collect and Share About You
We are committed to ensuring that you know what personal information we collect. To that end,
you can ask us for the following information from us with respect to the personal information
that we’ve collected about you in the 12 months prior to our receipt of your request:
 Specific pieces of personal information we have collected about you;
 Categories of personal information we have collected about you;
 Categories of sources from which such personal information was collected;
 Categories of personal information that the business sold or disclosed for a business
purpose about you;
 Categories of third parties to whom the personal information was sold or disclosed for a
business purpose; and
 The business or commercial purpose for collecting your personal information.
Your Right To Request Deletion of Personal Information We Have Collected From You
Upon your request, we will delete the personal information we have collected from you, except
for situations where the CCPA authorizes us to retain specific information, including when it is
necessary for us to perform human resource functions; for other internal uses; to maintain the
functionality or security of our systems; or to comply with or exercise rights provided by the
law.
Our Commitment to Honoring Your Rights
If you exercise any of the rights explained in this Privacy Notice, we will continue to treat you
fairly.
Exercising Your Rights and How We Will Respond
To exercise your access or deletion rights, or to ask a question about your data subject rights,
contact us at compliance@IEQcapital.com or (650) 581-9807. For requests for access or
deletion, we will first acknowledge receipt of your request within 10 business days of receipt of
your request. We will then provide a substantive response to your request as soon as we can,
generally within 45 days from when we receive your request, although we may be allowed to
take longer to process your request under certain circumstances.
We usually act on requests and provide information free of charge, but we may charge a
reasonable fee to cover our administrative costs of providing the information in certain
situations.
In some cases, the law may allow us to refuse to act on certain requests. When this is the case,
we will endeavor to provide you with an explanation as to why.
Verification of Identity – Access or Deletion Requests
We will ask you for two pieces of personal information and attempt to match those to
information that we maintain about you.
If we are unable to verify your identity with the degree of certainty required, we will not be able
to respond to the request. We will notify you to explain the basis of the denial.
Authorized Agents
You may designate an agent to submit requests on your behalf. The agent can be a natural
person or an entity that is registered with the California Secretary of State.
If you would like to designate an agent to act on your behalf, you and the agent will need to
comply with our verification process. Specifically, if the agent submits requests to access, know
or delete your personal information, the agent will need to provide us with your signed
permission indicating the agent has been authorized to submit the request on your behalf. We
will also require that you verify your identity directly with us or confirm with us that you
provided the agent with permission to submit the request.
Please note that this subsection does not apply when an agent is authorized to act on your behalf
pursuant to a valid power of attorney. Any such requests will be processed in accordance with
California law pertaining to powers of attorney.
Personal Information of Minors
We do not advertise our positions to minors under 16 and do not knowingly collect or sell the
personal information of minors, including minors under 16 years of age.
How We Keep Your Personal Information Secure
We maintain reasonable security measures appropriate to the nature of the Personal Information
that we collect, use, retain, transfer or otherwise process. Those measures include
administrative, technical and physical safeguards designed to protect the personal information
you provide against accidental, unlawful or unauthorized destruction, loss, alteration, access,
disclosure or use. However, data security incidents and breaches can occur due to a variety of
factors that cannot reasonably be prevented; therefore, our safeguards may not always be
adequate to prevent all breaches of security.
Changes to This Notice
We will review and update this Notice as required to keep current with rules and regulations,
new technologies and security standards. We will post those changes on the website or update
the Privacy Notice modification date below. In certain cases and if the changes are material, we
will post a notice on our website.
Accessibility
We are committed to ensuring that our communications are accessible to people with disabilities.
To make accessibility-related requests or report barriers, please contact us at
humancapital@ieqcapital.com.
Contact Us
If there are any questions regarding this Privacy Notice or to request a copy of this Privacy
Notice in another format you may contact us at compliance@IEQcapital.com or (650) 581-9807.

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