Data Operations Analyst

Carta•Seattle, WA

22h•$76,713 - $90,250•Onsite

About The Position

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. 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.

Requirements

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

Responsibilities

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