Client Data Operations Analyst

The Team You’ll Work With

The Data Ops team is focused on delivering high-quality, auditable data to our customers. You will work within a team dedicated to reducing customer effort and empowering clients to take actionable insights from their private markets data.

The Problems You’ll Solve

As a Data Ops Analyst, you will be responsible for the lifecycle of quarterly data extraction and client reporting. Your primary objective is to ensure that extracted data is high-quality, timely, and actionable for our customers.

Your core responsibilities will include:

• Quarterly Data Extraction: Manage the extraction of private markets data from accounting documents and performance reports.
• Quality & Timeliness: Ensure all data is extracted in a timely manner and meets our high standards for data quality.
• Customer Support: Provide timely and accurate front-line support for all customers that your segment services.
• Active Engagement: Proactively follow up with clients during each quarterly data campaign, providing clear tracking of what data is complete and ready for client review.
• Real-time Interaction: Engage with clients in real-time via phone or Zoom to resolve issues and guide them through their data.
• Process Improvement: Keep detailed documentation of client interactions to identify trends and drive operational and process improvements for the data ops team and the product teams.
• Project Management: Treat every data campaign as a project, ensuring all stakeholders are updated on progress and milestones.
• Subject Matter Expertise: Become an expert in private markets data, including financial metrics and KPIs.

About You

• Communication: Fluent in English with the ability to articulate technical and complex concepts in a clear and concise manner.
• Analytical Skills: Knowledge of financial statements and common financial concepts with a strong sense of curiosity to solve problems.
• Organization: Highly organized with strong attention to detail and the ability to balance multiple active projects with competing priorities.
• Client Service: Care deeply and genuinely about client services; you exhibit diplomacy, tact, and poise under pressure.
• Adaptability: Comfortable learning new technologies and platforms quickly in a fast-paced environment.