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    Business Operations Analyst - Foster City, United States - IEQ Capital

    IEQ Capital
    IEQ Capital Foster City, United States

    5 days ago

    Default job background
    Description
    Who are we?
    IEQ Capital is a Registered Investment Advisor, seeking to transform traditional wealth management.

    Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients.

    We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first.

    We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

    The Role
    IEQ Capital is looking for a motivated professional to join our Foster City-based team as a Business Operations Analyst. The Analyst will work cross-functionally to assess current operations, streamline existing workflows, and identify opportunities for automation.

    They will develop an in-depth knowledge of our tech stack and will collaborate with internal and external resources to execute on firmwide initiatives.

    Duties and responsibilities include, but are not limited to:

    Drive high impact initiatives by leveraging technology and systems

    Ability to leverage business insights using data to communicate recommendations to key stakeholders

    Collaborate with the Operations and Client Service teams to improve efficiency across all platforms

    Become familiar with IEQ's policies and processes

    Create recurring reports to track data flow and monitor processes

    Stay updated on industry and market trends and make recommendations accordingly

    Build and maintain code bases

    Qualifications

    At least 2 years of experience in an software engineering role

    Experience coding in Python, SQL or JavaScript and strong data management skills

    Experience developing for cloud services, Azure, AWS of GCP

    UX/UI Front End Developer experience preferred

    Information Technology or Cloud Infrastructure experience preferred

    Full Stack Developer experience a plus

    Ability to create and deliver compelling and clear presentations

    Strong project management skills

    Exceptional organizational skills and attention to detail

    Ability to think critically and anticipate issues

    Good verbal and written communications skills

    Good relationship-building skills both inside and outside of the organization

    Ability to work in a fast-paced, high-volume, high-pressure environment

    Curious, excited to solve big data challenges, "No task is too small" mentality

    Bachelor's degree is required

    Career Path
    Upward mobility aren't just words on a page, it's embedded in our culture.

    We look for individuals who are curious, who see gaps and find creative solutions, those who don't stop until the work is done and always give more than what is asked.

    We value these individuals and want to see them grow and strive within the company.

    Compensation

    The total compensation range for this role, inclusive of base salary and bonus, is $75,000 - $110,000, depending on skills and experience.

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