Analyst of Training at Cashea, responsible for onboarding and training new Attendant Allies. Promoting financial inclusion and improving user credit access in Venezuela.
About the role
- Data Analyst engaging with clients and managing data integrity and support at Preqin. Involves relationship building, data management, and assisting with research and insights.
Responsibilities
- Establish and nurture relationships with key industry professionals of all levels within the alternative assets to obtain valuable proprietary information and insights regarding market sentiment and investment strategies
- Conduct face-to-face interactions with clients, demonstrate high standard of professionalism and subject matter expertise
- Provide tailored research and data support to clients and internal stakeholders, helping drive engagement and retention
- Respond to client inquiries with precision and professionalism, offering consultative guidance on data usage and methodologies
- Assist in onboarding new clients by providing data walkthroughs and market insights
- Maintain and enhance the accuracy, completeness, and timeliness of investor profiles within Preqin’s database
- Perform rigorous data validation and cross-checking using public filings, regulatory disclosures, and direct communications
- Troubleshooting escalated data quality incidents, collaborating with regional stakeholders and/or global BUs as needed
- Demonstrating subject matter expert (SME) for the dataset, supporting internal and external stakeholders in gaining an understanding of internal processes concerning data management
- Assisting in managing day-to-day data operations with an aim to create and further operational excellence
- Provide support to Research Insights, Product & Marketing Groups, etc., to ensure all related publications and content are delivered according to guidelines and deadlines
- Supporting senior team members on research projects and getting involved in further data enhancement and development activities
Requirements
- At least 2 years of relevant working experience in data/financial data services is required, preferably within alternative assets space
- Proven track record of engaging with institutional clients and high-level executives in finance industry
- Confident presenting market intelligence, managing client relationships and handling sensitive information
- Exceptional interpersonal skills with a proven ability to build trust, credibility, and long-term rapport with clients and industry stakeholders
- Proven ability to understand client needs and apply a consultative approach to deliver effective solutions
- Solid understanding of various investor types and key financial concepts across private markets
- Prior experience working in or knowledge of the alternative assets industry or prior expertise within Data Management in financial services is preferred
- Effective time management and prioritization skills, with a focus on continuous improvement and operational excellence
- Intellectual curiosity, strong attention to detail, and a proactive approach to identifying and solving problems
- Familiarity with CRM platforms like Salesforce and Outreach
- Proficiency in data visualization tools such as Excel, SQL, Alteryx, and Power BI is a plus
- Experience working across geographies and time zones, with a collaborative and inclusive mindset
- Strong organizational skills and ability to manage multiple priorities in a fast-paced and dynamic environment
- Bachelor’s degree or higher in Finance, Business, Economics, or a STEM discipline.
- Advanced degrees or professional certifications (e.g., CFA, CAIA) are a plus
- Excellent written and verbal communication skills in both Japanese and English.
- Additional capability in Asian language is a plus.
Benefits
- strong retirement plan
- tuition reimbursement
- comprehensive healthcare
- support for working parents
- Flexible Time Off (FTO)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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