Fund Data Specialist

Gunderson Dettmer

Boston (MA)

On-site

USD 95,000 - 130,000

Full time

13 days ago

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Job summary

Gunderson Dettmer in Boston is seeking a Fund Data Specialist to collect, organize, clean, and analyze large fund and CRM datasets. You’ll extract insights on fund closings, capital commitments, terms, and GP/LP relationships to support attorneys and decision-making.

The role emphasizes data stewardship, database management, and presenting findings clearly. Strong SQL/Python, Excel, and BI tool skills are required, with cross-functional collaboration across the firm.

Qualifications

  • Bachelor's degree in information management, data analytics, computer science, finance, economics, or equivalent.
  • Minimum three years as a data analyst / BI analyst / data specialist in professional services or investments.
  • Experience in fund formation or related paralegal/investor-relations roles is a plus.

Responsibilities

  • Gather data from internal and third-party sources; extract and structure data for analysis.
  • Identify and fix data quality issues across fund lifecycle.
  • Transform and normalize data for analysis and reporting.
  • Develop and maintain data collection processes.
  • Perform statistical analysis and identify trends to generate reports.
  • Create charts, graphs, and dashboards for stakeholders.
  • Recommend improvements to data quality standards and privacy compliance.
  • Collaborate with cross-functional teams to meet data needs.
  • Build and maintain fund taxonomy for consistent tagging across systems.
  • Package market signals into recurring reports for leadership.

Skills

SQL
Python
Excel
Tableau
Power BI
Data quality
Data cleansing
Data wrangling
Report writing
Communication

Education

Bachelor's degree in information management / data analytics / CS / finance / econ

Tools

MySQL
PostgreSQL
Aderant
CRM platforms (iManage, Intapp, MS Dynamics)
PitchBook
Preqin

Job description

Gunderson Dettmer has an opening for a Fund Data Specialist in our Boston office. The Fund Data Specialist is responsible for collecting, organizing, cleaning, and analyzing large sets of fund and CRM data in order to extract meaningful insights about fund closings, capital commitments, fund terms, GP/LP relationships, and investor and competitor activity in the venture and growth equity market. The position is responsible for data stewardship and ensuring data accuracy and integrity by managing databases, establishing data conversion processes, and presenting findings in a clear format to support informed decision-making for Firm attorneys. Key responsibilities include data collection, data quality checks, data transformation, database management, and report generation.

Job Responsibilities
  • Gathering data from various sources, including internal DMS systems, attorneys, and utilizing legal AI tools to extract data from documents, as well as third-party investor and market data sources such as PitchBook, Preqin, and S&P Capital IQ.
  • Identifying and correcting errors, inconsistencies, and missing data to ensure data quality across the fund lifecycle.
  • Manipulating and structuring data into a usable format for analysis, including data aggregation, filtering, and normalization.
  • Developing and maintaining processes to collect and maintain data.
  • Performing statistical analysis, identifying trends and patterns, and generating reports to visualize data insights.
  • Creating charts, graphs, and dashboards to effectively communicate data findings to stakeholders.
  • Proactively recommend improving methods to improve data quality standards and ensuring compliance with data privacy regulations.
  • Working with cross-functional teams to understand data needs and provide data-driven solutions.
  • Building and maintaining a taxonomy for funds work (e.g., fund vehicles, GPs/managers, LP investors, service providers, fund terms and side letters) so matter, CRM, and market data are consistently tagged and reportable across systems.
  • Tracking market and competitive signals relevant to the funds practice (new fund launches and closings, LP allocations, lateral partner moves, and competitor counsel on fund and portfolio-company matters) and packaging them into recurring reports for practice leadership and business development.
  • Other duties and projects as assigned.
EDUCATION AND EXPERIENCE
  • Bachelor's degree in information management, data analytics, computer science, finance, economics, or a similar field, or equivalent work experience.
  • A minimum of three years of experience as a data analyst, business intelligence analyst, knowledge/matter data specialist, or comparable data-focused role (fund formation paralegal or investor-relations analyst experience considered equivalent when combined with clear data/analytics work).
  • Prior experience as a fund formation or other paralegal, investor-relations analyst, fund administration analyst, or business intelligence / research analyst in a professional services or investment firm environment preferred.
REQUIREMENTS

Minimum Requirements:

  • Superior organizational skills and ability to manage multiple priorities and deadlines.
  • Ability to work independently on projects with strong attention to detail and report-writing skills.
  • In-depth knowledge of data retrieval and storage systems.
  • Ability to read, interpret, and verify data from multiple formats.
  • A working knowledge of data analysis tools including SQL, Python, Microsoft Excel, Tableau, and/or Power BI.
  • Knowledge of database systems like MySQL, PostgreSQL, Aderant, and familiarity with legal, CRM, and market-data platforms such as iManage, Intapp, Microsoft Dynamics (or another CRM), PitchBook, and Preqin.
  • Strong data cleaning and manipulation techniques including data transformation, data wrangling, data cleansing.
  • Strong statistical analysis knowledge and understand the statistical methods to interpret data.
  • Ability to identify and resolve data quality issues.
  • Strong communications skills in order to effectively present complex data insights to non-technical audiences.
  • Ability to work overtime.

Preferred Requirements:

  • Fami
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