At a Glance
- Tasks: Manage CRM data migration projects and create custom reports for clients.
- Company: ListAlpha is a cutting-edge platform transforming private equity investment processes.
- Benefits: Enjoy a competitive salary, career growth, and a supportive work environment.
- Other info: Entry-level contract position with opportunities for advancement.
- Why this job: Join a fast-growing startup at the forefront of innovation in private equity.
- Qualifications: 2+ years in analytics; Excel expertise; CRM migration experience preferred.
The predicted salary is between 24000 - 36000 £ per year.
Direct message the job poster from ListAlpha
Finance and Operations Lead at ListAlpha
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
- 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
About ListAlpha
ListAlpha is a state-of-the-art deal and relationship management platform designed to meet the unique needs of private equity investors. Founded in London, ListAlpha offers a deal flow CRM that aims to revolutionize private equity investments by streamlining deal sourcing, diligence, and management processes. The platform provides features such as a single source of truth for professional contacts and advisers, seamless workflow with 3rd party APIs, powerful search capabilities, and AI and neural search technology for gaining insights from data. ListAlpha has been endorsed by leading private equity funds worldwide and has been shown to significantly increase deal flow while reducing manual work for investment teams. It was founded in 2021 and has received early support from a leading growth private equity fund in the UK, which provided valuable expertise and infrastructure for the development and scaling of the business
Seniority level
Seniority level
Entry level
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Employment type
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Job function
Information TechnologyIndustries
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#J-18808-LjbffrCRM Onboarding Data Analyst employer: ListAlpha
ListAlpha is an exceptional employer, offering a collaborative and innovative work environment at the forefront of the private equity industry. With a competitive salary and benefits package, employees have ample opportunities for career growth and advancement as the company continues to expand. Located in London, ListAlpha values each team member's ideas and fosters a culture of dedication to delivering results for clients, making it a rewarding place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land CRM Onboarding Data Analyst
✨Tip Number 1
Familiarise yourself with CRM data migration processes. Understanding the common challenges and best practices in data extraction, transformation, and loading will give you an edge during discussions with the hiring team.
✨Tip Number 2
Brush up on your Microsoft Excel skills, especially with large datasets. Being able to demonstrate your proficiency in creating pivot tables and using nested formulas can set you apart from other candidates.
✨Tip Number 3
If you have experience with reporting tools like Metabase or MongoDB, be ready to discuss specific projects where you've used these tools. Even if you haven't used them extensively, showing a willingness to learn can impress the hiring team.
✨Tip Number 4
Prepare to showcase your attention to detail and results-driven mindset. Think of examples from your past work where you successfully managed multiple tasks while ensuring accuracy, as this aligns well with the expectations at ListAlpha.
We think you need these skills to ace CRM Onboarding Data Analyst
Some tips for your application 🫡
Understand the Role:Before applying, make sure you fully understand the responsibilities of a CRM Onboarding Data Analyst. Familiarise yourself with data migration processes, reporting needs, and the tools mentioned in the job description.
Tailor Your CV:Highlight your relevant experience in data analysis, CRM migration projects, and proficiency in Microsoft Excel. Use specific examples to demonstrate your skills and how they align with the requirements of the role.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for data analysis and your understanding of the private equity industry. Mention any relevant projects or experiences that demonstrate your ability to deliver results and work independently.
Proofread Your Application:Ensure that your CV and cover letter are free from errors. Attention to detail is crucial for this role, so take the time to proofread your application before submitting it through our website.
How to prepare for a job interview at ListAlpha
✨Know Your Data Migration Process
Familiarise yourself with the end-to-end data migration process, including extraction, transformation, and loading. Be prepared to discuss your experience with similar projects and how you approached challenges in the past.
✨Excel Skills on Display
Since expertise in Microsoft Excel is crucial for this role, brush up on your skills with large datasets, pivot tables, and nested formulas. You might be asked to demonstrate your proficiency, so practice beforehand!
✨Understand Client Needs
Show that you can quickly grasp client requirements and tailor solutions accordingly. Prepare examples of how you've successfully collaborated with clients or stakeholders to meet their needs in previous roles.
✨Attention to Detail is Key
Given the high standards expected by investment professionals, emphasise your attention to detail. Be ready to share instances where your meticulousness led to successful outcomes in your work.
