Senior Associate, Private Markets

Jobtailor; Boston (MA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Microsoft Office Suite Proficiency

Job summary

Jobtailor in the United States is seeking a data services professional to assist with onboarding clients and converting them into the Data Services model. You will set up data structures across diverse datasets and formats, manage data collection, and deliver dashboards and reporting templates to clients.

The role requires building customized solutions, responding to client requests, and supporting product rollouts, while mentoring Associates in a fast-paced environment.

Qualifications

• Bachelor’s degree in Data Science, Finance, or related discipline.
• 3–5+ years’ experience in a financial services or related role.
• Deadline-oriented with ability to complete tasks independently.
• Excellent client service skills and strong communication.

Responsibilities

• Assist with onboarding and converting new clients into the Data Services model.
• Set up new data structures across dispersed data sets, sources, and formats.
• Manage the data collection process and provide ongoing status reports to clients and management.
• Work with clients to create customized dashboard views and reporting templates.
• Establish new data structures and modify reporting templates as needed.
• Research and respond to routine and ad-hoc client requests.
• Support management with development, implementation, and rollout of new Data Services products.
• Provide training, oversight, and mentorship to Associates.
• Support corporate goals and business/departmental initiatives.

Skills

Data Structure Setup

Data Collection Management

Reporting Template Creation

Dashboard Development

Data Services Implementation

Attention to Detail

Multi-tasking

Interpersonal Skills

Communication Skills

Team Player

Microsoft Excel Proficiency

Client Onboarding

Financial Services Experience

Education

Bachelor’s degree in Data Science, Finance, or related discipline

Tools

Microsoft Office Suite

Job description

• Assist with onboarding and converting new clients into the Data Services model
• Set up new data structures across dispersed data sets, sources, and formats
• Manage the data collection process and provide ongoing status reports to clients and management
• Work with clients to create customized dashboard views and reporting templates
• Establish new data structures and modify reporting templates as needed
• Research and respond to routine and ad-hoc client requests
• Support management with development, implementation, and rollout of new Data Services products
• Provide training, oversight, and mentorship to Associates
• Support corporate goals and business/departmental initiatives

Requirements

• Bachelor’s degree in either Data Science, Finance, or a related discipline
• 3–5+ years’ experience in a financial services or related role
• Deadline-oriented with ability to complete assigned tasks independently
• Strong attention to detail and ability to multi-task
• Excellent client service skills
• Desire to work in a fast-paced environment
• Ability to multi-task and prioritize responsibilities to ensure timely and accurate production of client deliverables
• Excellent interpersonal and communication skills
• Proficiency in Microsoft Office suite, with an emphasis on Excel skills
• Ability to be a team player

Core Competencies

Demonstrates expertise in data structure management and client onboarding within financial services, with strong capabilities in creating customized reporting templates and dashboards. Proficient in Microsoft Excel and committed to delivering high-quality client service in a fast-paced environment.

Highest-signal resume keywords

• Data Structure Management
• Client Onboarding
• Microsoft Excel Proficiency
• Financial Services Experience
• Client Service Skills

Hard Skills

• Data Structure Setup
• Data Collection Management
• Reporting Template CreationDashboard Development
• Data Services Implementation

Soft Skills

• Attention to Detail
• Multi-tasking Ability
• Interpersonal Skills
• Communication Skills
• Team Player

Industry Keywords

• Financial Services
• Data Services
• Client Deliverables
• Onboarding Process
• Fast-paced Environment

Tools & Technologies

• Microsoft Office Suite