Data Integrity & Onboarding Specialist

Potentiam Ltd; Wes-Kaap; Hybrid; ZAR 180,000 - 240,000; Full time

Job summary

Potentiam Ltd in Cape Town is seeking a Data Integrity & Onboarding Specialist to support data consistency, onboarding new clients, and configuring client-specific system settings. This role does not involve direct client communication but is crucial for accurate data and smooth operation.

You will manage gaps in data, document onboarding processes, configure user accounts in our proprietary software, and adjust website settings and models to meet client requirements.

Qualifications

• Meticulous, process-driven candidates with attention to detail.
• Basic understanding of data structures and file formats (CSV, Excel).
• Experience with documentation and internal records.
• Willingness to learn to navigate and configure software applications.
• Ability to follow structured processes for consistent configurations.

Responsibilities

• Gap Data Analysis: Review client data against internal requirements and document issues.
• Client Documentation Management: Maintain onboarding and system setup docs.
• User Setup in Client Systems: Configure user accounts for new and existing clients.
• Website Configuration: Set system options, alerts, and asset class definitions as per specs.
• Basic Model Setup & Parameter Configuration: Assist in model/parameter setup to align with client needs.
• Data Loading & Processing: Support data import and pre-processing tasks.
• Internal Data Analysis Support: Use in-house tools to identify data inconsistencies and report findings.

Skills

Attention to detail

Data structures

Documentation

Process adherence

Organizational skills

CSV/Excel familiarity

Job description

Potentiam Ltd in Cape Town is seeking a Data Integrity & Onboarding Specialist to support data consistency, onboarding new clients, and configuring client-specific system settings. This role does not involve direct client communication but is crucial for accurate data and smooth operation.

You will manage gaps in data, document onboarding processes, configure user accounts in our proprietary software, and adjust website settings and models to meet client requirements.