IQ-EQ
Finance / FinServ
Officer3(ApplicationDevelopment),AssetOwnerSolutions
Neural analysis suggests this role is
optimal for mid candidates.
“Officer 3 (Application Development), Asset Owner Solutions at IQ-EQ. Skills: data analysis, ETL processes, SQL, Snowflake, data visualization, reporting. Assists in review of extracted/ collected data using prescribed guidelines. Ensures integrity and consistency during the extraction process and maintain accurate and timely processing of data extraction/ collection”
Industry & Context.
addressing queries and issues; proposing corrective actions and preventive measures; Support complex transaction analysis
What They're Looking For.
Must Have
Bachelor's degree in Mathematics, computer science, information systems, engineering, accounting, finance or a related field, Minimum of 4 years relevant experience data analysis, ETL processes (via SQL or Snowflake), MS SQL / Data Warehouse – joins, unions, group by etc., Intermediate Microsoft Office skills with a particular focus on Excel skills, Effective communication and documentation skills to articulate processes and operational risks clearly, organizational and multitasking skills to handle a full spectrum of complexity levels, Proactive and results-driven mindset, capable of working independently with minimal supervision, Collaborative team player, open to knowledge sharing and supporting training initiatives, Adaptable and open to learning client-specific requirements and industry best practices, High level of professionalism and commitment to maintaining quality standards
Nice to Have
exposure to data visualization software (i. e. Tableau, Power BI), Macro/VBA, Comprehensive knowledge in data extraction tools e. g. web forms, unstructured data extraction tools., Comprehensive knowledge in data storytelling and visualization best practices.
What You'll Do.
Assists in review of extracted/ collected data using prescribed guidelines
Ensures integrity and consistency during the extraction process and maintain accurate and timely processing of data extraction/ collection
Maintain knowledge of client-specific requirements
Contribute to and support process improvement initiatives
Provide basic technical guidance to preparers
Ensure compliance with established procedures
Responsible for reviewing and maintaining the data accuracy shown in the client reports and/or dashboard
Periodic preparation or review
and delivery of reporting for various clients’ portfolios within agreed timeframes
ETL – Extract data from PDF documents
and Excel Transform into applicable and Load into relevant data repository
Monitors client deliverables as stipulated in the SLAs
as pre-agreed with each client
Review the accuracy of client records/ dashboards
Document exceptions and prepare error reports together with review findings
proposing corrective actions and preventive measures
Provide feedback on technical matters to preparers
Support complex transaction analysis
Assists in client onboarding activities and any change request related to the above tasks
Improve extraction processes in order to save time or simplify the extraction process and/or improve the quality of extractions
Continuous review of the processes and procedures
checklists and taking initiatives to improve the control environment of the reports delivered to the clients and identifying ways to improve the efficiency of the department
Assist AM to coordinate within AOS team or clients on deadlines and deliverables
planning and assigning workload within the team
Playing an integral role in the development and implementation of new investor reporting solutions
including participation in the testing & design environments
Communicate resolution of basic technical issues / concerns to team/ client
Track work progress through timesheet completion
Participate in required training programs
Reviews SLA and workflow documentation
Perform other related duties as assigned for role and business needs
How You'll Work.
Team & Collaboration
Liaise with internal stakeholders, addressing queries and issues; Cross-functional collaboration within the international organization and with other departments on service delivery; Assist AM to coordinate within AOS team or clients on deadlines and deliverables, planning and assigning workload within the team; Collaborative team player, open to knowledge sharing and supporting training initiatives
Communication Scope
Effective communication and documentation skills to articulate processes and operational risks clearly; Communicate resolution of basic technical issues / concerns to team/ client
Process & Methodology
organizational and multitasking skills to handle a full spectrum of complexity levels, planning and assigning workload within the team
Full Job 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. THIS ROLE A review position responsible for validating extracted/ collected data and ensuring quality standards. The position requires strong technical expertise and the ability to lead preparation of data extraction while maintaining high quality standards. WHAT YOU WILL DO * Assists in review of extracted/ collected data using prescribed guidelines * 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· * Maintain strong knowledge of client-specific requirements· * Contribute to and support process improvement initiatives· * Provide basic technical guidance to preparers· * Ensure compliance with established procedures Responsible for reviewing and maintaining the data accuracy shown in the client reports and/or dashboard * Periodic preparation or review, and delivery of reporting for various clients’ portfolios within agreed timeframes * ETL – Extract data from PDF documents, web forms, and Excel templates; Transform into applicable format; and Load into rele
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