Responsibilities • CRM Data Migration: Execute end-to-end data migration projects, including data extraction, transformation, and loading processes • Quickly understand client CRM data structure and how it can be migrated to ListAlpha and recommend improvements to client workflow • Collaborate with internal stakeholders to understand client requirements and tailor migration processes accordingly • Convert client data using MS Office tools (Excel, PowerQuery) into the necessary format • Conduct data validation and reconciliation to ensure accuracy and completeness of migrated data • Troubleshoot and resolve any issues that may arise during the migration process • Document migration procedures and maintain comprehensive records of all data migration activities • Report building: Work closely with clients to understand their reporting needs and deliver custom reports that meet their requirements • Build and maintain a library of reports and dashboards using Metabase and when necessary MongoDB query language (MQL), leveraging client data to provide actionable insights • Interpret reporting data to validate accuracy of results Experience • 2+ years of analytical work experience in consulting, financial modelling, business intelligence, analytics, or an equivalent analyst position, ideally in a CRM company or professional services/financial services firm (e.g., Big4 or other financial or accountancy firms) • Expert in Microsoft Excel - ability to work with large datasets, create pivot tables, nested formulas • Familiarity with Mongo DB building reports and dashboards using Metabase is preferred but not required • English level — Proficient • Prior experience with CRM migration projects (e.g., DealCoud, Salesforce, Attio) and reporting for clients is preferred but not required Personal Qualities • Excellent attention to detail - our clients are investment professionals and expect perfect execution • Results driven - our team is built by ex-private equity and banking professionals, we are a fast growing start-up and expect dedication to delivering results for our clients • Able to work independently and multitask • Structured approach to work Why Join Us: • Opportunity to work at the forefront of innovation in the private equity industry • Collaborative and supportive work environment where your ideas are valued • Competitive salary and benefits package • Career growth and advancement opportunities as we continue to expand our team and product offering About ListAlpha ListAlpha is a state-of-the-art deal and relationship management platform designed to meet the unique needs of private equity investors. Founded in London, ListAlpha offers a deal flow CRM that aims to revolutionize private equity investments by streamlining deal sourcing, diligence, and management processes. The platform provides features such as a single source of truth for professional contacts and advisers, seamless workflow with 3rd party APIs, powerful search capabilities, and AI and neural search technology for gaining insights from data. ListAlpha has been endorsed by leading private equity funds worldwide and has been shown to significantly increase deal flow while reducing manual work for investment teams. It was founded in 2021 and has received early support from a leading growth private equity fund in the UK, which provided valuable expertise and infrastructure for the development and scaling of the business