Senior Associate – Investran Support Analyst

• As a support analyst you will be responsible for handling Private Capital Suite inquiries submitted by our internal teams as well as our clients. Troubleshooting problems with the software application, providing in depth product support and researching issues.
• Onboarding:
• • Junior staff with one to three years of experience.
  • User setup and management.
  • Investor/ Fund/ Contact management.
• Deliverables
• • Private Capital Suite (Investran) tickets/ Issue log/ Project planning.
  • Managing vendor tickets on behalf of users.
  • Additional training documents (PPT or Word).
• Projects and growth:
• • We could be delivering new templates/ custom SSRS reports / new RW drivers / ad-hoc reports.
  • We will assign centralized tasks down the line, for example static data uploads/ updates, onboarding new domains and new entities.
  • Industry knowledge, procedure training and design

Responsibilities (how we will measure success)

• Able to train other people with their current procedures.
• Able to meet deadlines with accuracy.
• Able to communicate with the team and be a contributing member of the team including but not limited to projects, industry knowledge, procedures, and training.

Requirements

Required Experience

• Required:
  • Basic PE and Account Knowledge.
  • At least one year of experience using Private Capital Suite (Investran).
  • Excellent problem solving and communication skills.
  • Ability to work independently and research issues.
• Good to have:
  • Excel; Formula and Pivot.
  • Data structure: Basic SQL knowledge a plus.
  • Experience with Tableau a plus.
  • Prior experience with implementations a plus.

Key competencies for position and level

• • Attention to detail is crucial.
  • Strong analytical skills.
  • Excellent communication skills.

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• The desire to learn.
• Positive attitude.

Required Experience

Education / professional qualifications

Bachelor’s Degree

Background experience

1-3 years working in Private Equity with Private Capital Suite (Investran)

Technical

Computer / program knowledge

MS Office Suite, Private Capital Suite (Investran)

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.