Data Operations Analyst — Investor Data & Analytics (Tampa)

Star Mountain Capital; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

50% gym membership coverage

Cell phone stipend

Tuition support for designations and L

Other bespoke benefits

Job summary

Star Mountain Capital is seeking a Data Operations Analyst to centralize and maintain data across CRM and ERP systems, ensuring up‑to‑date, accurate, real‑time information for leadership and investors.

In this role, you will build recurring reports, support executive workflows, and help transition data workstreams from offshore vendors while partnering with infrastructure on a data lakehouse and AI‑driven reporting initiatives.

Qualifications

• 1–3 years of full‑time relevant experience in data management operations, business analytics, CRM administration, financial services operations, or an equivalent internship track; recent graduates in business analytics, information systems, finance, or related fields encouraged to apply

Responsibilities

• Update data in the firm's CRM and ERP systems with record creation, updating, deduplication, standardization, enrichment, and synchronization‑error resolution
• Maintain and produce recurring firm reports and trackers: weekly activity and pipeline reports, KPI dashboards, invoice trackers, portfolio reporting inputs, and executive rundown data
• Support executive and investor‑facing workflows with accurate underlying data: meeting and interaction logging, contact‑card accuracy, tear‑sheet fact checking, conference and target‑list data builds
• Absorb and industrialize data workstreams transitioning from the firm’s offshore administrative vendor — documenting each process, tightening quality standards, and identifying automation opportunities
• Partner with the Enterprise Infrastructure team on data‑quality initiatives supporting the firm’s migration to a unified data lakehouse (Microsoft Fabric / Omni BI) and AI‑enabled reporting
• Add value to other aspects of Star Mountain’s overall business as an aligned partner assisting in building a leading private investment business

Skills

Excel proficiency

CRM administration

SQL

Power BI

Attention to detail

Organizational skills

Written & verbal communication

Discretion

Team player

Education

Bachelor's degree in business analytics, information systems, finance, or related fields

Tools

Microsoft Fabric

Omni BI

Job description

Star Mountain Capital is seeking a Data Operations Analyst to centralize and maintain data across CRM and ERP systems, ensuring up‑to‑date, accurate, real‑time information for leadership and investors.

In this role, you will build recurring reports, support executive workflows, and help transition data workstreams from offshore vendors while partnering with infrastructure on a data lakehouse and AI‑driven reporting initiatives.