About the role
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
Assist in the provision of initial observations to clients
Data report provision and review to third parties as per client requirements
Assist in the provision of ad-hoc analysis or reports
Assist in the resolution of queries and communication with clients and third parties
Assist in the implementation of change requests including project work in new client onboardings
Assist in the design and review of reporting output and deliverables to meet client requirements and new business objectives
Participate in workshops and requirements gathering sessions with clients and take action with the wider team on achieving targets
Continuous review of the processes and procedures within IS, take initiatives to improve the control environment of reporting output and deliverables to clients, and identify ways to improve the efficiency of IS
Play an integral role in the development and implementation of new data-focused solutions
Document project tasks and group work, assign these to relevant parties and track progress
About the company
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.