Will Olson

About Will Olson

Former student-athlete at the University of Texas at Arlington, where I obtained a BBA in Economics and Finance and an MBA, with a concentration in Finance. I am currently a Private Equity Senior Manager at IQ-EQ. IQ-EQ is a leading investor services group that combines global expertise with an unwavering focus on client service delivery. With a team of people operating across 23 jurisdictions, we support fund managers, global companies, family offices and private clients operating worldwide.

Experience

1. Senior Manager, Private Equity

   IQ-EQ

   Jan 2024 — Present · Dallas, TX, US

   Lead the team in fostering both a client service mentality and strong business development culture at all levels.• Actively contribute to initiatives to improve processes to drive operational excellence• Take personal responsibility for a high value Client Portfolio. Lead the daily back-office operations for private equity firms• Develop working effective relationships with clients and intermediaries and internal contacts to maximize client retention and identify opportunities for growth• Oversight of calculations of net asset values (NAV) on a variety of complex funds. Ensure NAV calculations, financial statements, and associated reports, are delivered by agreed deadlines• Facilitate investor relations including onboarding new investors, assisting with due diligence questionnaires, and preparing and distributing capital calls and distributions• Manage the annual audit across all clients. • Ensure compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes• Oversee all cash movements and cash controls of the fund and other related entities.

Education

• The University of Texas at Arlington - College of Business

  Master of Business Administration - MBA, Concentration in Finance

• The University of Texas at Arlington - College of Business

  Bachelor of Business Administration - BBA, Economics and Finance