As a support analyst you will be responsible for handling Allvue & Private Capital Suite inquiries submitted by our internal teams and eventually our clients. Troubleshooting problems with the software application, providing product support and researching issues.
What you’ll do
- 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.
What we offer
- IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance
- Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and 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
- Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment
- The salary for this position will be dependent on experience and location ($70,000 - $100,000)