Senior Associate - Accounting Support Analyst… at IQ-EQ · Frisco

Summary: IQ-EQ is a leading Investor Services group offering comprehensive services in administration, accounting, and compliance for the investment sector. The Senior Associate - Accounting Support Analyst will be responsible for handling inquiries related to Allvue & Private Capital Suite, troubleshooting software issues, and managing onboarding processes while ensuring operational efficiency. 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 Required Qualifications: - 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 Required Skills: Partnership Accounting, Private equity fund knowledge, MS Office Suite, Excel formulas, Pivot tables, SQL reports, Tableau, Power BI, CSS, HTML, Analytical skills 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