Douglas, Isle of Man

Group Commercial Reporting Executive

Full-time / part-time
Entry Level
Business Development & Sales
Victoria Road
Isle of Man

Job description

We are looking for a Group Commercial Reporting Executive to join us on a 15 - month contract in the Group Commercial function, to be based in the Isle of Man.

The role will be focused on providing consistent, accurate and clear commercial reporting on behalf of the Group Commercial team to the wider business.

The day to day responsibilities of the role will involve:

  • Collating, analysing and challenging new business and pipeline data generated through the various IQ-EQ CRM platforms and group reporting portal (PowerBi)
  • Extracting and standardising that dataset into existing weekly, monthly, quarterly and annual reporting templates in time to meet hard deadlines for each period
  • Updating and revising the content of those reports as available metrics evolve – working closely with the central group information management function to both request and validate such metrics
  • Submitting reporting to, and responding to queries from internal and external stakeholders including the group management and supervisory board, heads of function, cluster managing directors and local commercial directors
  • Working with the wider Commercial function to respond to ad-hoc reporting requests from those stakeholders as they arise
  • Working with the wider central commercial team to challenge the quality, integrity and consistency of data held and collected in the group CRM systems
  • With the help of the Group Commercial Manager, assisting the CRM team from outside of the group project, to validate tracking and reporting elements of the new group wide CRM system

This will be a challenging but exciting opportunity for an individual to join a growing team, to spearhead substantial change and in doing so to help develop both the maturity of the existing reporting infrastructure, and to lay a solid foundation for the future.


  • Excellent knowledge of Microsoft Excel and familiarity with Microsoft Outlook.
  • An initial understanding of Microsoft PowerBi would be an advantage.
  • Excellent organisation skills and strong communication skills 
  • Experience in dealing with senior stakeholders across large organisations.
  • The ability to track and keep to tight deadlines.
  • Industry experience is an advantage, but is not essential.
  • The ability to work both alone and as part of a close knit wider team. 

Additional information

At IQ-EQ Group 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.

Company description

IQ-EQ Group 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.

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