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Business Operations Analyst

Foster City, CA, United States

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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