Business/Data Analyst (Onboarding)

Responsibilities

• CRM Data Migration: Execute end-to-end data migration projects, including data extraction, transformation, and loading processes
  • Quickly understand client CRM data structure and how it can be migrated to ListAlpha and recommend improvements to client workflow 
  • Collaborate with internal stakeholders to understand client requirements and tailor migration processes accordingly
  • Convert client data using MS Office tools (Excel, PowerQuery) into the necessary format
  • Conduct data validation and reconciliation to ensure accuracy and completeness of migrated data
  • Troubleshoot and resolve any issues that may arise during the migration process
  • Document migration procedures and maintain comprehensive records of all data migration activities
• Report building: Work closely with clients to understand their reporting needs and deliver custom reports that meet their requirements
  • Build and maintain a library of reports and dashboards using Metabase and when necessary MongoDB query language (MQL), leveraging client data to provide actionable insights
  • Interpret reporting data to validate accuracy of results

Experience

• 2+ years of analytical work experience in consulting, financial modelling, business intelligence, analytics, or an equivalent analyst position, ideally in a CRM company or professional services/financial services firm (e.g., Big4 or other financial or accountancy firms)
• Expert in Microsoft Excel - ability to work with large datasets, create pivot tables, nested formulas
• Familiarity with Mongo DB building reports and dashboards using Metabase is preferred but not required
• English level — Upper-Intermediate    
• Prior experience with CRM migration projects (e.g., DealCoud, Salesforce, Attio) and reporting for clients is preferred but not required

Personal Qualities 

• Excellent attention to detail - our clients are investment professionals and expect perfect execution
• Results driven - our team is built by ex-private equity and banking professionals, we are a fast growing start-up and expect dedication to delivering results for our clients
• Able to work independently and multitask 
• Structured approach to work   

Why Join Us:

• Opportunity to work at the forefront of innovation in the private equity industry
• Collaborative and supportive work environment where your ideas are valued
• Competitive salary and benefits package
• Career growth and advancement opportunities as we continue to expand our team and product offering