Business Operations Analyst at IEQ Capital

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 $90,000 - $125,000, depending on skills and experience.