Business Data Associate

We are looking for a Business Data Associate who will support our data team, client implementations, and internal product development. The initial role will entail learning back-end data processes focused on data entry, data cleanliness, and locating new process improvement opportunities. Once mastered, you will gain experience with the LevPro front-end system (Research Management, Order Management, Trade Tools, Portfolio Management, Compliance) in a client-facing role. Here you will assist clients with navigating and configuring the software, answering product and implementation related questions, defining requirements, and soliciting feedback. Down the road, we envision you growing into a multi-tool player, with a complete front and back-end understanding of the product, who would contribute to building and maintaining client relationships to increase business revenue potential.

Data responsibilities include:

  • Entering data, interpreting data, and analyzing results
  • Developing and using data collection systems that optimize efficiency
  • Acquiring data from primary or secondary sources and maintaining databases

Business Analysis responsibilities include:

  • Sustaining business growth and profitability by maximizing value
  • Analyzing customer data to improve customer experience
  • Holding product demonstrations for new customers and developing user guides
  • Contributing to client onboarding and implementations to better understand client processes and build rapport with client stakeholders
  • Developing and monitoring project metrics

Requirements and skills:

  • Bachelors Degree
  • 3-5 years of Business Analyst, Data Analyst, and/or Consulting experience
  • Finance / Fixed Income experience (Leveraged Credit knowledge preferred)
  • Ability to learn new concepts quickly with outstanding analytical skills and exceptional attention to detail
  • Excellent written and verbal communication skills
  • Ability to collaborate cross functionally with different teams and diverse audiences
  • Self-starter with a strong desire to learn
  • Technical expertise in Excel (preferred)
  • Ability to work EST hours

What we offer:

  • Flexible, remote work model (preference to candidates in the NYC / NJ area who are able to commit to a hybrid model)
  • You will have the financial upside of a very early-stage startup company, with lower risk given our proven technology and paying customers
  • You will be given as much opportunity and responsibility as you can handle
  • Unlimited PTO
  • 401K with company match up to 5%
  • Company sponsored Health Coverage options

Who we are:

LevPro is a modern, multi-tenant SaaS operating system for Asset managers, founded to modernize a $1.5 trillion finance sector where highly skilled professionals still populate spreadsheets from unstructured emails, manually match names to identifiers, and work off text documents. Clearly there’s a better way, and LevPro is here to help.

We use artificial intelligence (and a little magic) to solve a number of data, nomenclature, and workflow problems that have plagued this industry, resulting in a massively improved user experience. Our single code base allows us to iterate at a rapid pace (often multiple times a day), which also results in industry-leading customer response times.

Our platform has enjoyed strong adoption across the Alternative Asset industry, with many of our clients transitioning away from the legacy software they’ve been using for years. We’re looking to bolster our talented team with the addition of key strategic hires to support growth.

If this sounds like a great opportunity to you, we'd love to speak in more detail about getting started.