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About the role
Key responsibilities & impact- Work directly with clients in external Slack channels during the data ingestion phase, driving investigations, reconciling balances, and resolving missing volume issues alongside the Enterprise Success Consultant.
- Work across large, complex client datasets to identify discrepancies, investigate root causes, and produce outputs that actually move things forward - not just surface the problem.
- Support Core and Broker delivery workflows as a specialist resource for data-related issues, maintaining deep context on the clients and datasets you're closest to.
- Help the Advisory team with operational workflows including recurring reconciliation, data validation, and exception resolution.
- Use AI tools actively to speed up investigations, automate repetitive data tasks, and improve how the team operates.
- Turn open issues into clear, well-scoped requests - with enough context that the next person can pick them up and run.
- Keep documentation sharp: process notes, issue summaries, handoff materials, and anything else that makes work predictable and easy to transfer.
- Surface blockers and risks early, coordinate across teams without losing context, and apply good judgment on when to resolve directly and when to escalate.
Requirements
What you’ll need- Strong data analyst instincts - you can investigate a problem independently, not just flag it.
- Solid Excel skills and comfort working with large, messy datasets.
- Fluency with AI tools - you use them to work faster and smarter, not just as a novelty.
- Clear, precise communicator - whether that's in a client Slack channel, a handoff note, or a scoped request.
- Experience in a delivery, operations, or client-facing environment where data accuracy matters.
- Ability to manage competing priorities without dropping detail or clarity.
- Comfort working across teams in a fast-moving environment where things aren't always perfectly defined.
- Background in reconciliation, digital assets, or scripting/automation is a plus - curiosity about the space matters more than credentials.
Benefits
Comp & perks- Remote or Hybrid working
- 25 days paid holiday plus bank holidays
- One additional day of annual leave each year, up to 30 total days
- Your birth off
- Mental health resources, wellbeing programs, and professional coaching
- Family-friendly policies
- Fitness and wellness budget
- MacBook Pro
- $200 home office setup budget
- Training and development budget
- we have additional benefits depending on location
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisExceldata validationreconciliationscriptingautomationdata ingestionroot cause analysisexception resolutiondata accuracy
Soft Skills
clear communicationproblem-solvingindependent investigationprioritizationteam collaborationcontextual awarenessjudgmentadaptabilityattention to detailcuriosity
