Alpha Account Services Data Analyst, hybrid, Officer
Core
Collect, validate, and configure client account reference data to support onboarding, maintenance, and conversion activities across the Alpha Platform for institutional investors.
Role type
Senior IC data analyst (account services & implementation)
Builds
Accurate, timely, and consistent client account setups across front-, middle-, and back-office services
Domain
Financial services / Investment operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Data validation, data profiling, reconciliation, system configuration, data controls, SQL, Python, Excel, data analysis
Preferred skills
Account onboarding, implementation testing, financial services technology
Technologies
Python, SQL, Excel, Account Matrix/Conversion Data tools
Responsibilities
Collect and organize client account data for new launches and lifecycle events; validate and enrich data to identify gaps and inconsistencies; configure account attributes, business rules, and settings within workflow tools; perform data profiling and reconciliation to ensure accuracy across systems; investigate data exceptions and document root causes; partner with implementation leads and technology teams to resolve data issues; support testing cycles by preparing test data and validating outcomes; document field-level definitions and population rules; monitor configuration readiness and escalate blockers; support post-go-live remediation and change activity.
Seniority
Senior, hands-on IC
