IQ-EQ · 12 hours ago
Senior Associate, Investran Support Analyst
Boca Raton, FL
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $100K/yr
1+ years expIQ-EQ is a leading Investor Services group offering comprehensive services in administration, accounting, and compliance for the investment sector. As a Senior Associate, Investran Support Analyst, you will be responsible for managing inquiries related to Allvue & Private Capital Suite, troubleshooting software issues, and facilitating onboarding processes while ensuring operational efficiency.
AccountingFinanceReal EstateFinancial ServicesWealth Management
Responsibilities
You'll handle onboarding and offboarding processes, including user setup, management, and investor or contact tracking, while ensuring SOC controls and documentation are maintained
You'll manage deliverables such as support tickets, vendor issues, project planning, training materials, control logs, and data integrity checks to keep operations running smoothly
You'll take on centralized tasks like static data uploads, onboarding new domains, and expanding industry knowledge, while developing technical expertise in tools like Microsoft Report Builder, Tableau, and Power BI
You'll gradually transition from internal responsibilities to client-facing tasks, gaining exposure to procedure design, training, and broader project involvement
You'll be measured by your ability to train others, meet deadlines accurately, and contribute effectively to team communication, projects, and knowledge sharing
Qualification
Required
You bring over a year of experience in Partnership Accounting, supported by a bachelor's degree and a foundation in private equity fund and account knowledge
You demonstrate authentic, bold, and collaborative values, along with a strong desire to learn, a positive attitude, and the ability to work independently while researching issues
You excel in problem-solving, communication, and analytical skills, with sharp attention to detail that ensures accuracy in your work
You are proficient with MS Office Suite, especially Excel formulas and pivot tables, and you add value with knowledge of SQL reports, Tableau, and Power BI
You enhance your technical profile with rudimentary knowledge of CSS and HTML, positioning yourself as adaptable and ready to grow into more advanced tools and responsibilities
Benefits
Generous paid time off, including 4 weeks of PTO that increases over time
Sick time and paid holidays
Financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)
Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans
Paid parental leave
A hybrid work schedule, promoting both personal and professional fulfillment
Company
IQ-EQ
IQ-EQ is a multi-jurisdictional provider of investor and corporate services in Europe and beyond.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2015-09-11Acquired
Leadership Team
John Legrand
CEO
Matt Okolita
Regional CEO, The Americas
Recent News
Private Equity Wire
2026-01-16
2025-12-18
PR Newswire UK
2025-10-03
Company data provided by crunchbase