Project Analyst, Integration & Transformation (Hybrid)

Company Description

IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments – portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings.

Job Description

Reporting to the US Head of Integration and Strategic Programs, the Project Associate is a critical position within US operations. This person supports strategic and transformational initiatives spanning the organization. For identified initiatives, this position will support all initial and ongoing project management requirements, including project approach and plan development, project tracking and monitoring, issue & risk management, project & team communications, meeting facilitation, and project reporting.

The associate’s responsibilities include supporting senior program managers in their efforts, developing strong relationships across the various functions within the US Organization and global level, connecting with key business stakeholders and preparing information for periodic review and assessment. The associate will also answer queries and identify new opportunities for operational excellence and could lead smaller efforts or specific workstreams within a larger project. In this role, you will liaise with cross-functional internal teams (including Group functions such as Business Analysts, Projects, IT, Compliance and HR departments) to accelerate business growth and improve operational performance. This position may require occasional travel.

Tasks & Key Responsibilities

  • Support delivery of strategic business initiatives ensuring that the services delivered through this team are of the highest standards.
  • Support cross-functional / departmental teams engaged in identified initiatives.
  • Assist with the development of project management tools and resources that can be consistently used across identified initiatives, including project plans, project tracking tools, and related items.
  • For assigned projects, develop project-specific documentation, including implementation / rollout plans, training and communication materials, weekly / monthly update presentations for leadership, and related items.
  • Collaborate with other departments to ensure project-related requirements are successfully delivered to support active projects.
  • Meet business transformation project deliverables on time and within scope and budget.
  • Contribute to the Strategy and Vision of the Transformation of Client Services.
  • Provide support to the Individuals within the team and the broader teams that will be used to deliver the Transformation agenda.
  • Integrating multiple business information sets (e.g., finance, IT, HR, operations, client facing, etc.)
  • Assist with challenging client requests or issue escalations as needed.
  • Gather and identify areas for improvement.

Qualifications

  • 1 – 3 years’ experience.
  • Working knowledge of Visual Basic and Excel Macros
  • Strong MS Office skills
  • Comfort and experience working with global colleagues and with different cultures.
  • Exceptional research and reporting skills.
  • Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization.
  • Evidence of strong relationship building & communication.
  • Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail.
  • Excellent listening, negotiation, and presentation abilities.
  • Undergraduate college degree in Business, MIS or another relevant field.

Qualifications – Preferred

  • Financial Services Company or related industry experience.
  • Firsthand experience leading projects
  • Master’s Degree
  • Location Dallas-Ft. Worth metro area.

Additional Information

IQ-EQ offers and attractive compensation package dependent on experience and qualifications in the range: $60,000 – $65,000.

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