Data Onboarding Specialist

$85,000 - $110,000/Yr

Arch - New York, NY

Full-time

New York, NY

Accommodation

About the position

The Data Onboarding Specialist at Arch is responsible for managing the data onboarding and implementation process for large-scale clients. This role involves ensuring clients are set for a successful launch, effectively communicating with various stakeholders, and delivering high-quality data insights. The ideal candidate will possess strong analytical skills and the ability to engage with clients and internal teams to ensure successful project execution.

Responsibilities

• Owning the data onboarding and implementation process for large-scale enterprise clients.
• Working closely with client-facing teams to provide necessary data and dashboards.
• Creating client-facing deliverables such as detailed reports and dashboards.
• Liaising with clients to complete necessary documentation.
• Increasing the breadth and quality of tracked data for internal use and client reporting.
• Collaborating with Operations, Business Development, and Engineering teams for seamless implementation.
• Assisting with the creation of detailed status reports and implementation updates.
• Reconciling investment data for completeness and accuracy.
• Analyzing data for potential issues and presenting findings to peers and executives.

Requirements

• Fluency in writing analytical SQL and ability to write complex queries independently.
• Experience as a Data Analyst with mastery in data analysis and visualization using BI tools like Metabase, Looker, or Tableau.
• Experience in a data operations or analyst role.
• Detail-oriented with a commitment to delivering exceptional client experiences.
• Ability to develop queries from multiple data stores to extract data.
• Experience in a high-volume or high-growth team environment.
• Comfortable making executive decisions in ambiguous situations.
• Enjoyment of working with financial data.

Nice-to-haves

• Familiarity with the alternative investment industry and mechanics of investing in private equity, hedge funds, and private companies.
• Background in private banking, investment management, or a related field.
• Completion of finance or accounting courses.

Benefits

• Strong team support and collaboration.
• High impact work with real responsibility from day one.
• Opportunities for learning across various company functions.
• Strong product market fit and low churn rates.
• Community and camaraderie within the team.