Company Description
IQ-EQ is a financial services company that provides services to private equity and real estate fund managers/investors across the globe. The rapid growth and diversification of the business, including the creation of Asset Owner Solutions (“AOS”) has prompted the requirement for a position within the Data Solutions team, the individual will be responsible for the day-to-day delivery of data collation requests and in-scope client reports, as well as working with the various teams within IS for new client onboarding. Experience in the role can lead to career growth whether in data analysis or related fields such as accountancy.
Job Description
Job Summary:
The primary technical expert responsible for validating extracted/ collected data and ensuring quality standards. This role serves as the ultimate subject matter expert for the team, leading technical decisions and process innovations while providing authoritative guidance on data collection and extraction
Core Responsibilities:
Assists in review of extracted/ collected data using prescribed guidelines and guidance
Ensures integrity and consistency during the extraction process and maintain accurate and timely processing of data extraction/ collection
Liaise with internal stakeholders, addressing queries and issues·
Ensure compliance with relevant standards, statutory requirements and internal policies·
Establish and maintain technical best practices·
Maintain strong knowledge of client-specific requirements·
Drive technical excellence and innovation in the processes·
Lead development of technical standards and methodologies within the team
Responsible for reviewing and maintaining the data accuracy shown in the client reports and/or dashboard
Responsible for reviewing and maintaining the data accuracy shown in the client reports and/or dashboard
Tasks:
Final review, and delivery of reporting for various clients’ portfolios within agreed timeframes
Review ETL – Extract data from PDF documents, web forms, and Excel templates; Transform into applicable format; and Load into relevant data repository
Provision of initial observations to clients and ad-hoc analysis/reports to relevant stakeholders per client requirements
Document exceptions and prepare error reports together with review findings, proposing corrective actions and preventive measures·
Coordinate with team under AOS or clients on deadlines and deliverables, planning and assigning workload within the team·
Represent the team in cluster/client meetings and internal discussions·
Address complex client issues and transactions, making decisions on proper treatments and escalating when necessary·
Improve extraction processes in order to save time or simplify the extraction process and/or improve the quality of extractions
Monitor and ensure the resolution of all review comments and queries within agreed timeframes·
Assists in client onboarding activities and any change request related to the above tasks
Monitors client deliverables as stipulated in the SLAs, as pre-agreed with each client
Stay updated on new methodologies, standards, and regulations, ensuring their application within the team·
Track work progress through timesheet completion ·
Participate in required training programs
Cross-functional collaboration within the international organization and with other departments on service delivery
Minimize risk to IQ-EQ by ensuring all procedures, checklists and audit requirements are followed and complied by all team members
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:
Minimum 6 years of relevant experience data analysis with exposure to data visualization software (ie Tableau, Power BI), ETL processes (via SQL or Snowflake), and Macro/VBA
Proven track record of serving as a subject matter expert in data analytics
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:
Comprehensive knowledge in data extraction tools eg web forms, unstructured data extraction tools
Comprehensive knowledge in MS SQL / Data Warehouse – joins, unions, group by etc
Comprehensive knowledge in data storytelling and visualization best practices
Intermediate Microsoft Office skills with a particular focus on Excel skills
Skilled in reviewing and analyzing complex transactions and operational procedures
With good analytical and problem-solving skills
Exceptional analytical and problem-solving skills with a focus on quality assurance
Ability to maintain accuracy and compliance with established astandards
Effective review and validation skills, ensuring high-quality deliverables
Professional demeanor with excellent communication and feedback-sharing skills
Capable of providing technical guidance and constructive feedback to preparers
Detail-oriented and organized, ensuring thorough validation of complex processes
Strong collaborative mindset, able to support team initiatives and contribute to best practices development
Proactive in identifying and resolving issues, ensuring compliance and process efficiency
With “Can do” attitude, ability to cope with tight deadlines, work under pressure and lead by example
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.
