Alpha Account Services Data Analyst, Officer
Core
Collect, validate, and configure client account 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
Client account configurations and data controls for front-, middle-, and back-office services
Domain
Financial services / Investment operations
Required skills
Data validation, data profiling, reconciliation, system configuration, data controls, SQL, Python, Excel
Preferred skills
Account onboarding, implementation testing, financial services technology
Technologies
Python, SQL, Excel
Responsibilities
Collect and organize client account data for new account launches and lifecycle events; Validate client-provided data for completeness and alignment with data requirements; Configure account attributes, business rules, and settings within workflow tools; Perform data profiling and reconciliation to confirm accuracy across systems; Investigate data exceptions and document root cause and resolution; Partner with implementation leads and technology teams to resolve data issues; Support testing cycles by preparing test data and validating configuration outcomes; Contribute to reusable standards and templates for implementation consistency.
Seniority
Senior, hands-on IC