Company Description
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
Job Description
Job Summary:
A mid-level preparer position responsible for delivering comprehensive ETL (Extraction, Transform and Load) according to the set requirements. The position requires independent execution of established procedures while maintaining quality and timeliness standards.
In this role you will enjoy the flexibility of a hybrid work environment, where you can balance remote work convenience with engaging in-office collaboration
Core Responsibilities:
- Assists in data extraction and collection using prescribed guidelines
- Maintain accurate and timely processing of data extraction/ collection
- Follow quality control process and risk mitigation efforts
- Develop knowledge of client specific requirements and deliverables
- Responsible for entering and maintaining the accurate data shown in the client reports and/or dashboard
Tasks:
- Periodic preparation and delivery of pre-agreed reporting for various clients’ portfolios
- ETL – Extract data from PDF documents, web forms, and Excel templates; Transform into applicable format; and Load into relevant data repository
- Data report provision and review to third parties as per client requirements
- Assist in the provision of ad-hoc analysis or reports
- Assists in client onboarding activities and any change request related to the above tasks
- Complete and maintain detailed operational checklists
- Track work progress through timesheet completion
- Follow prescribed workflows and escalation procedures
- Participate in workshops and required training programs
- Conduct self-reviews to maintain quality standards
- Assist senior team members with routine assignments
- Support in overseeing and managing incoming communication from the other AOS team members/Client/Investor’s
- Cross-functional collaboration within the international organization and with other departments on service delivery
- Perform other related duties as assigned for role and business needs
Qualifications
Educational Background:
Bachelor’s degree in Mathematics, computer science, information systems, engineering, accounting, finance or a related field
Professional Experience:
1-2 years of experience in data analysis with exposure to data visualization software (ie Tableau, Power BI), ETL processes (via SQL or Snowflake), and Macro/VBA
Skills and Key Behaviours:
In addition to upholding our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:
- Knowledge in data extraction tools eg web forms, unstructured data extraction tools
- Basic knowledge in MS SQL / Data Warehouse – joins, unions, group by etc
- Basic knowledge in data storytelling and visualization best practices
- Intermediate Microsoft Office skills with a particular focus on Excel skills
- Ability to collaborate effectively with senior team members and work well in a team-oriented environment
- Enthusiasm for learning and commitment to completing required training programs
- Good time management and organizational skills to meet deadlines in a structured work environment
- Willingness to follow standardized workflows and adapt to client-specific requirements
- Proactive and adaptable with a mindset focused on quality control and risk mitigation
- Open to feedback and capable of applying it to improve performance
Additional Information
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.