Business Analyst

Job Description

Responsibilities (how we will measure success)

  • Core responsibilities on all aspects of business analyst:
    • Support related activities in gathering requirements and analyze the current processes, metrics to review and propose improvements that will drive efficiencies without impacting or reducing controls in the business.
    • Conduct the necessary research to understand best practices and emerging trends to enrich solution ideation activities.
    • Communicate between/with business managers and users/clients to understand and document business requirements.
    • Develop process improvement procedures to improve operational efficiency.
  • Solution Ideation:
    • Participate in gap analysis exercises for new implementations & any bespoke requirements.
    • Work with the operations & development teams to prioritize and implement requirements based on the needs of the business / client.
    • Develop and curate the necessary process and knowledge assets in aid of analysis or as part of solutioning activities.
    • Participate in the ideation of process, product or technical changes to improve user experience, operational efficiencies, including improvement, or automation.
  • Engagement Management Support & Project Coordination
    • Prepare communication plans, and draft communication materials for distribution to multiple stakeholders across the group.
    • Coordinate trainings and workshops (including set up training material)
    • Manage reporting to ensure business and management are aware of progress and pipeline.
    • Document and coordinate related activities, facilitate discussions, and ensure that planned actions are being carried on to ensure that efficiency initiatives are to be delivered based on agreed plans.
  • Adhere to the Change Delivery team’s standard methodology and governance processes including use of approved templates and checklists.


Tasks (what does the role do on a day-to-day basis)

  • Support IQEQ Investor Solutions with regards all Cosmos related projects for the successful development, implementation and roll out as part of the Investor Solutions offering.
  • Participate in gap analysis exercises for new implementations & bespoke reporting/dashboard requirements.
  • Support new client implementations and continuous improvements in regard to the client take on process.
  • Communicate with client services accountants/analysts and end users to understand and assist in defining detailed business requirements.
  • Support change management related activities
  • Effective and transparent communications ensuring the flow of information to all stakeholders involved.
  • Provide Cosmos admin training for any clients or new implementations.
  • Support in providing Cosmos demos to prospects.
  • Risk management:
  • Ensure an operational resilience exists within Investor Solutions by ensuring the procedures and any be-spoke solutions are documented for Business Continuity
  • Supporting testing strategies required to ensure Business Continuity 
  • Ensure client specific checklists are designed to mitigate functional risks and are constantly reviewed to ensure they are fit for purpose.
  • Liaise with Risk & Compliance and contribute to making the overall risk framework stronger for Investor Solutions.
  • Monitor and drive BAU Incident tickets for Tableau and Staging/Investran (where it drives output)


Essential Criteria:

  • 2 to 3 years’ experience of end-to-end project management and/or implementations, ideally from SAAS/Financial services software company.
  • Knowledge of or experience working in a Private Equity / Investor Services industry
  • Excellent organizational, prioritization and interpersonal skills
    • Comfortable communicating with diverse stakeholders including subject matter experts, peers, managers, customers and suppliers.
    • ‘Can do’ attitude, ability to cope with tight deadlines and working under pressure.
    • Ability to take initiative and self-manage.
  • Excellent presentation skills, both written and oral
  • Strong Excel, PowerPoint and MS Viso skills
  • Use of Project Management software
  • Ability to take a creative approach to resolving a range of issues.
  • Comfortable of working across diverse jurisdictions

Desired Criteria:

  • Degree in financial discipline
  • Experience of operating within a firm that shares some of the following features:
    • Globally distributed teams
    • Financial Services
    • Fast-paced and agile environment
  • Degree level qualification
  • Prince 2 Certified (preferred but not essential)
  • Tableau (Nice to have but not essential)
  • SQL (Nice to have but not essential)

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.

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.

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