Data Operations Analyst - Excel & SQL (Finance)

Everside Capital Partners; Manhattan (KS); On-site; USD 65,000 - 85,000; Full time

Job summary

Everside Capital Partners is seeking a data operations professional in our New York office. This in-person role focuses on organizing and validating data from Investment, Investor Relations, and Operations teams to support reporting and communications.

You will maintain data in Excel/CRM systems, document workflows, and assist with automation reviews. You’ll join a market-focused firm active in lower middle market investing and capital management.

Qualifications

• Bachelor's degree in finance, economics, business analytics, or related discipline.
• 1–3 years of experience in data/operations roles.
• Strong Excel and datasets handling.
• Excellent attention to detail and organization.
• Clear written and spoken communication; ability to document processes.
• Willingness to learn SQL, Python, and Markdown/Obsidian.
• Independent and collaborative work ethic.

Responsibilities

• Gather, organize, and verify data from Investment, Investor Relations, and Operations teams.
• Maintain data in Excel, Salesforce/CRM, and databases.
• Support investor communications, portfolio reporting, and ad hoc data requests.
• Reconcile information across source documents and datasets.
• Document workflows, data definitions, SOPs, checklists, and source-to-output logic.
• Assist with testing outputs from automation and data-processing workflows.
• Manage quarterly data template ingestion: collection, standardization, validation.

Skills

Data operations

Excel

Communication

Attention to detail

Independent worker

Education

Bachelor's degree in finance/economics/business analytics

Tools

SQL

Python

Markdown/Obsidian

Job description

Everside Capital Partners is seeking a data operations professional in our New York office. This in-person role focuses on organizing and validating data from Investment, Investor Relations, and Operations teams to support reporting and communications.

You will maintain data in Excel/CRM systems, document workflows, and assist with automation reviews. You’ll join a market-focused firm active in lower middle market investing and capital management.