Data Operations Analyst

Job 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. Overview: We are seeking a highly analytical and detail-oriented professional to support investment data quality, controls, and analytics across both alternative and liquid asset classes. This role sits atop a centralized investment data platform and is responsible for developing scalable validation frameworks, identifying anomalies, and building monitoring tools that ensure the accuracy and integrity of data used for portfolio oversight, client reporting, and investment decision-making. The ideal candidate combines investment knowledge with strong analytical and problem-solving sk...