Funds Application Analyst

IQ-EQ Group; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

A leading Investor Services company seeks a Funds Application Analyst responsible for developing and supporting reports for internal and external clients. Key responsibilities include report design, systems access maintenance, and collaboration with global teams to meet client needs. Ideal candidates will have 3-5 years of experience in report development, strong SQL and Excel skills, and familiarity with BI tools.

Benefits

Inclusive and diverse environment

Opportunities across service lines

Focus on continuous learning and professional development

Qualifications

• 3 to 5 years of experience in report development and technical documentation.
• Strong SQL and advanced Excel skills.

Responsibilities

• Design and support reports across platforms using SQL, Excel, and BI tools.
• Manage and troubleshoot reporting platforms like Crystal Reports and FIS Investran.
• Collaborate with global teams to translate client needs into report solutions.

Skills

SQL

Excel

BI tools

Job description

The Funds Application Analyst is responsible for developing, documenting and supporting standard and custom reports within the company’ssystems 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.

Find out more about our selection process

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