Senior Data Analyst for FATCA & CRS

Company Description

IQ-EQ is a leading Investor Services group that brings together global expertise with a steadfast dedication to client service. We extend our support to fund managers, global companies, family offices, and private clients operating across the globe.

Job Description

As a part of IQ EQ's Fund administration activities, you will contribute to the annual FATCA & CRS reporting by the given deadline to the tax authority. We are looking for a problem solver who can contribute innovative ideas in order to improve and develop our internal systems, meeting set objectives and maximizing team efficiency.

You will verify the quality of FATCA & CRS self-certification & due diligence (such as W-8 and/or W-9 forms) and must have the ability to understand XML schema to prepare and review FATCA & CRS reports before submission.

Your responsibility will also involve designing and implementing automated reporting processes and KPIs, using VBA in Excel and Microsoft Power BI.

We need someone with the ability to create reports/presentations (data visualization) to be delivered to both our clients and internal stakeholders within the company.

You will be required to respond to inquiries from our stakeholders (clients, colleagues, Tax authority) as necessary, and do so in a timely and courteous manner, whether over the phone or in writing, sometimes under supervision.

Every day brings new challenges, so you must be a team player at heart with a strong attention to detail, superior organizational skills, and the ability to prioritize your tasks effectively to ensure timely delivery of FATCA & CRS Reporting.

Strong communication skills are essential for this role as you'll be attending meetings and liaising with our clients and internal and external auditors on all matters related to FATCA & CRS.

At our company, we never settle and always encourage our people to find ways to improve our business. In our eyes, everyone's opinion matters and we highly value your input.

Your long-term career aspirations are important to us as well. We aim to provide the support and opportunities you need to realize your goals, building a successful future together.

Qualifications

• A Degree in Accounting/Finance/Economics and/or ACCA/ACA Qualified/Partially Qualified;
• At least 2 to 3 years of relevant work experience in FATCA and CRS reporting (preferably for Funds);
• Strong IT skills (Excel, Microsoft Power BI, xml reporting and any other relevant qualification/knowledge);
• Fluency in English, and knowledge of French would be considered an asset.

Additional Information

At IQ-EQ, we aim to help you fulfill your potential. We provide an inclusive and diverse environment designed to support your career ambitions. We strongly emphasize ongoing learning and a comprehensive approach to your professional and personal development. We also offer opportunities across our service lines and our international office network.