Funds Reporting Analyst

Job Description

The Funds Application Analyst is responsible for developing, documenting and supporting standard and custom reports within the 
company’s systems for both internal and external clients. The role includes administration of systems, access, processes and controls. 
Relationship building with client services using the applications will be essential, as will understanding pain points and devising solutions, 
ultimately leading to a deep technical knowledge of the platforms used and input into development roadmap and driving best practices.

What You'll Do:

  • Design and support reports across platforms using SQL, Excel, and BI tools
  • Maintain systems access, controls, and documentation
  • Collaborate with global teams to translate client needs into report solutions
  • Manage and troubleshoot reporting platforms like Crystal Reports and FIS Investran
  • Drive efficiencies and contribute to system development roadmaps

Qualifications

  • 3 to 5 years of experience in report development and technical documentation
  • Strong SQL and Excel skills (VLOOKUP, SUMIF, COUNTIF, text formulas)
  • Familiarity with BI and analytics platforms
  • Experience in financial services, funds industry preferred
  • Bonus points for experience with C#, VB.Net, Java, Python, or Crystal Reports

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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