IQ-EQ is hiring an Officer 3 Data Analyst for our Asset Owner Solutions team. This mid-level role is responsible for delivering comprehensive ETL (Extraction, Transform, Load) according to set requirements, while managing the day-to-day accounting for private equity or real estate clients. We're looking for a detail-oriented team player who can execute established procedures independently while maintaining our standards for quality and timeliness.

What You'll Do

Perform ETL – Extract data from PDF documents, web forms, and Excel templates; Transform into applicable format; and Load into relevant data repository.
Maintain accurate and timely processing of data extraction and collection using prescribed guidelines.
Enter and maintain accurate data in client reports and dashboards, and prepare periodic portfolio reporting.
Review financial statements to ensure they meet funds’ reporting requirements (e.g., UK GAAP or IFRS).
Review investor drawdown and distribution calculations to ensure accuracy and proper allocation.
Ensure accurate communication of all cash movements between the fund and its investors through issuance of relevant notices.
Oversee the preparation and completion process of client deliverables, including agreeing timetables and monitoring progress.
Follow quality control processes and risk mitigation efforts, and conduct self-reviews to maintain standards.
Assist in client onboarding, ad-hoc analysis, and supporting senior team members with routine assignments.
Track work progress, complete detailed operational checklists, and follow prescribed workflows.
Support in managing incoming communication from team members, clients, and investors.
Participate in required training and cross-functional collaboration within the international organization.

What We're Looking For

Bachelor’s degree in Mathematics, Computer Science, Information Systems, Engineering, Accounting, Finance or a related field.
3 years of experience in data analysis with exposure to data visualization software (e.g., Tableau, Power BI), ETL processes (via SQL or Snowflake), and Macro/VBA.
Knowledge in data extraction tools and 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.
Experience reviewing working paper files and financial statements, including disclosures, or a strong accounting background.
Experience managing client relationships and resolving issues directly with clients.
Ability to collaborate effectively, with good time management and organizational skills to meet deadlines.
Proactive, adaptable mindset focused on quality control, willing to follow standardized workflows and adapt to client needs.
Open to feedback and capable of applying it to improve performance.

Nice to Have

ACCA/ACA/CIMA part or fully qualified, or qualified by experience.
Previously worked in financial services or accounting practices managing multiple client relationships.
Experience in supporting and mentoring junior team members.

Technical Stack

ETL, SQL, Snowflake, Macro/VBA
Tableau, Power BI, MS SQL, Data Warehouse
Microsoft Office, Excel

Team & Environment

You’ll be part of the Client Services department within our international organization, collaborating closely with team members and other departments on service delivery.

Benefits & Compensation

Hybrid work environment
Learning and development programmes and systems (including PowerU and MyCampus)

Work Mode

This role follows a hybrid working approach and is based in the UK.

IQ-EQ, guided by our Authentic, Bold, and Collaborative values and commitment to ESG, is dedicated to fostering an inclusive, equitable, and diverse culture while powering people and possibilities.