Funds Reporting Analyst

IQ-EQ Group; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

A leading Investor Services group is seeking a Funds Application Analyst to develop and support reports for internal and external clients. This role requires strong SQL and Excel skills, along with experience in financial services. The successful candidate will collaborate with global teams to translate client needs into effective reporting solutions and contribute to system development.

Benefits

Continuous learning opportunities

Inclusive and diverse environment

Qualifications

• 3 to 5 years of experience in report development and technical documentation.
• Familiarity with BI and analytics platforms.

Responsibilities

• Design and support reports across platforms using SQL, Excel, and BI tools.
• Manage and troubleshoot reporting platforms like Crystal Reports.

Skills

SQL

Excel

Communication

Tools

Crystal Reports

FIS Investran

BI tools

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 roadmaps and driving best practices.

What You'll Do:

1. Design and support reports across platforms using SQL, Excel, and BI tools
2. Maintain systems access, controls, and documentation
3. Collaborate with global teams to translate client needs into report solutions
4. Manage and troubleshoot reporting platforms like Crystal Reports and FIS Investran
5. 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 holistic development. We also provide opportunities across our service lines and international offices.

Company description

IQ-EQ is a leading Investor Services group combining global expertise with a focus on client service delivery. We support fund managers, global companies, family offices, and private clients worldwide.