Data Onboarding Specialist, Arch
$85-110k
+ Equity
4-5 days a week in office
Digital admin for private investments.
Open for applications
Digital admin for private investments.
101-200 employees
Open for applications
$85-110k
+ Equity
4-5 days a week in office
101-200 employees
Company mission
To solve administrative pain from managing investment operations.
Role
Who you are
- You are fluent in writing analytical SQL, are able to write complex queries with no assistance, and understand the difference between SQL that works and performant SQL
- You have experience as a Data Analyst and have mastered data analysis and visualization using Business Intelligence tools such as Metabase, Looker, or Tableau
- Have experience in a data operations or analyst role
- Pride yourself in delivering an exceptional product and experience to clients, and feel a high level of investment in the success and satisfaction of clients
- Have developed queries from multiple data stores to extract data
- Are extremely detail-oriented
- Have been part of a high-volume or high-growth team and thrive in a fast-paced environment
- Are highly effective when faced with ambiguity; feel comfortable making executive decisions and moving the ball forward
- Enjoy working with financial data
- The ideal candidate will not only possesses advanced analytical skills but can also effectively engage with clients and internal stakeholders, ensuring that projects and client accounts are managed, aligned, and successfully executed
Desirable
- Are familiar with the alternative investment industry and the mechanics of investing in private equity, hedge funds, and private companies
- Have a background in private banking, investment management, or a related field
- Have taken finance or accounting courses
What the job involves
- We are looking to hire a Data Operations Specialist to own the data onboarding and implementation for our large-scale clients
- As a Data Operations Specialist at Arch, you’ll help ensure that our clients are set for a successful launch with Arch and effectively communicate with various stakeholders
- Owning the data onboarding and implementation process for large-scale enterprise clients
- Working closely with our client facing teams to ensure they have all the data and dashboards they need to work effectively and support our clients. This also includes creating various client-facing deliverables such as detailed reports, dashboards, and other insights
- Liaising with clients to complete necessary documentation
- Increase the breadth and quality of data that is tracked, monitored and analyzed for both internal use and client reporting
- Collaborating closely with the Operations, Business Development, and Engineering teams to provide a seamless implementation experience
- Assisting with the creation of detailed status reports and implementation updates
- Reconciling investment data to ensure completeness, accuracy, and compatibility with internal systems
- Analyze and interrogate data for potential issues
- Present findings to peers, leaders, and executives
Our take
Admin for investors can be a pain. Hopping between web portals, tracking the performance of assets, and managing cash flows can take up valuable time. Arch replaces the manual labour and outdated operating systems used by investors and advisors with an integrated platform.
With the Arch portal currently managing more than $60 billion in investments, it has clearly proved valuable to those working in the space. The platform also automates tax document aggregation, making it easier to locate the necessary documents during tax season.
With $20 million awarded to Arch Labs in 2023, the company is planning to grow its team and invest in further research and development. This will focus on developing capabilities to streamline repetitive tasks.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Many candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Nov 2023
$20m
SERIES A
Dec 2021
$5.5m
SEED
Total funding: $25.5m
Company benefits
- Unlimited PTO - We believe that time off is important for a healthy and happy life
- Flexible working - We want you to work when you're most productive, whether you’re an early bird or a night owl
- Robust insurance offerings - Choose from a wide variety of insurance plans, including medical, dental, vision, life, and more
- Retirement Savings - We partner with a 401(k) provider to help you save for retirement
- Your preferred tech and equipment - We’ll set you up with the tools you need to do your best work, including a laptop of your choice, a monitor, a standing desk, and more
- Free meals and snacks - Anything you eat in the office is on us!
Company HQ
Gramercy Park, New York, NY
Articles
Leadership
Ryan Eisenman
(CEO & Co-founder)Previously Excel Leadership Board Member at Birthright Israel Foundation, and Head of the New York Division at brunchwork. Was also a Business Associate at Techstars and Business Development at Routier.
Joel Stein
(CTO & Co-founder)Previously CTO at Cosali. Was an Engineering Manager at Yext, an Associate at Romulus Capital, and Developer at Five Rings Capital.
Jason Trigg
(Co-founder)Previously Co-founder at Cosali and Quantitative Analyst at Tech Square Trading.
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