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Job Description
Job Summary:
A mid-level preparer position responsible for delivering comprehensive ETL (Extraction, Transform and Load) according to the set requirements. The position requires independent execution of established procedures while maintaining quality and timeliness standards.
Core Responsibilities:
Assists in data extraction and collection using prescribed guidelines
Maintain accurate and timely processing of data extraction/ collection
Follow quality control process and risk mitigation efforts
Develop knowledge of client specific requirements and deliverables
Responsible for entering and maintaining the accurate data shown in the client reports and/or dashboard
Tasks:
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
Data report provision and review to third parties as per client requirements
Assist in the provision of ad-hoc analysis or reports
Assists in client onboarding activities and any change request related to the above tasks
Complete and maintain detailed operational checklists
Track work progress through timesheet completion
Follow prescribed workflows and escalation procedures
Participate in workshops and required training programs
Conduct self-reviews to maintain quality standards
Assist senior team members with routine assignments
Support in overseeing and managing incoming communication from the other AOS team members/Client/Investor’s
Cross-functional collaboration within the international organization and with other departments on service delivery
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:
0-2 years of experience in data analysis with exposure to data visualization software (ie Tableau, Power BI), ETL processes (via SQL or Snowflake), and Macro/VBA
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:
Knowledge in data extraction tools eg web forms, unstructured data extraction tools
Basic knowledge in MS SQL / Data Warehouse – joins, unions, group by etc
Basic knowledge in data storytelling and visualization best practices
Intermediate Microsoft Office skills with a particular focus on Excel skills
Ability to collaborate effectively with senior team members and work well in a team-oriented environment
Enthusiasm for learning and commitment to completing required training programs
Good time management and organizational skills to meet deadlines in a structured work environment
Willingness to follow standardized workflows and adapt to client-specific requirements
Proactive and adaptable with a mindset focused on quality control and risk mitigation
Open to feedback and capable of applying it to improve performance
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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