Data Onboarding Specialist

Our Company

Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunities for manual data entry errors, inconsistent reporting, and lost information. Enter Arch.

Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of fund manager portals.Our purpose is to save investors time while empowering them to make more informed investment decisions, leading to better financial outcomes. 

We are a fast growing, dynamic company serving hundreds of clients, and we are looking to hire in all departments as we scale.

About the Role

We are looking to hire a Data Onboarding Specialist to own the data onboarding and implementation for our large-scale clients. As a Data Onboarding Specialist at Arch, you’ll help ensure that our clients are set for a successful launch with Arch and effectively communicate with various stakeholders. The ideal candidate will not only possesses advanced analytical skills but can also effectively engage with clients and internal stakeholders, ensuring that projects and client accounts are managed, aligned, and successfully executed.

Your responsibilities will include: 

• Owning the data onboarding and implementation process for large-scale enterprise clients. 

• Working closely with our client facing teams to ensure they have all the data and dashboards they need to work effectively and support our clients. This also includes creating various client-facing deliverables such as detailed reports, dashboards, and other insights.

• Liaising with clients to complete necessary documentation. 

• Increase the breadth and quality of data that is tracked, monitored and analyzed for both internal use and client reporting.

• Collaborating closely with the Operations, Business Development, and Engineering teams to provide a seamless implementation experience. 

• Assisting with the creation of detailed status reports and implementation updates. 

• Reconciling investment data to ensure completeness, accuracy, and compatibility with internal systems

• Analyze and interrogate data for potential issues

• Present findings to peers, leaders, and executives

Reach out to us if you:

• You are fluent in writing analytical SQL, are able to write complex queries with no assistance, and understand the difference between SQL that works and performant SQL

• You have experience as a Data Analyst and have mastered data analysis and visualization using Business Intelligence tools such as Metabase, Looker, or Tableau

• Have experience in a data operations or analyst role

• Pride yourself in delivering an exceptional product and experience to clients, and feel a high level of investment in the success and satisfaction of clients.

• Have developed queries from multiple data stores to extract data

• Are extremely detail-oriented.

• Have been part of a high-volume or high-growth team and thrive in a fast-paced environment.

• Are highly effective when faced with ambiguity; feel comfortable making executive decisions and moving the ball forward.

• Enjoy working with financial data

Bonus points if you:

• Are familiar with the alternative investment industry and the mechanics of investing in private equity, hedge funds, and private companies. 

• Have a background in private banking, investment management, or a related field.

• Have taken finance or accounting courses.

Some perks of working for Arch include:

• Strong Team – You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

• Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.

• You'll learn a lot about a lot - The operations team functions across the entire company, from working with new and prospective clients, to liaising with the engineering team to build a new feature or improve an existing one.

• Product Market Fit – We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.  

• Team community and camaraderie – We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.