Data Analyst

Location: Charlotte, NC



The Data Analyst will work within an energetic professional services team and will be responsible for the process of migrating client data from legacy databases onto the DealCloud platform. The data process is a crucially important aspect of the implementation, and as the data analyst you will own the cleansing, normalization, deduplication, and uploading of the historical data set. You will leverage advanced Excel knowledge (or skills such as Python or R is a plus) and your critical thinking skills throughout a project.


The Data Analyst should demonstrate passion and a desire to become skilled in three broad areas:

  1. Data: Analyzing and understanding client data is an important factor that influences a client’s system design and the historical data migration; as such, the Data Analyst must be eager to understand data relationships, manipulate large data sets, and generally understand all aspects of a client’s data.
  2. Technology: As a leading Software as a Service (SaaS) company, the Data Analyst will be working with cutting edge technology solutions. A strong interest in technology and being passionate about using technology to create value for our clients is a must.
  3. Private Capital Markets: Ability to speak confidently and authoritatively to our clients, the Data Analyst must either have or be willing to be trained about private equity and investment banking front office business operations.
What you’ll do:
  • Tracking historical data sources and ensuring all are accurately uploaded into platform
  • Working with the client to map historical metadata to future-state system designs
  • Creating reports identifying duplicate records within historical data sets
  • Working with Microsoft Excel to map, collate, and normalize disparate data sets for import into platform
  • QA’ing the uploaded data to ensure successful migration
  • Holding both clients and internal team members accountable to project timelines
  • Managing multiple client implementations concurrently



What you’ll get:

  • Competitive compensation
  • Challenging and rewarding work
  • Generous benefits package
  • An incredible team of smart and mission-driven people to work with



What you’ll need:

  • Extensive knowledge and comfort working with advanced Excel functions and formulas
  • Knowledge of Python, R, VBA, or other similar programming languages is a plus
  • Passion for delivering high quality outcomes
  • Ability to work under tight deadlines
  • Experience working as part of a team
  • Strong analytical and creative problem-solving abilities
  • Ability to adapt to rapidly evolving situations
  • Strong sense of personal responsibility and ownership over your work
  • Willingness and love of learning new technology, new processes and procedures, and new business models


About DealCloud

We are the premier platform for deal professionals in the private capital markets. DealCloud’s deal pipeline and relationship management platform provides an unparalleled environment for managing a robust business development and deal sourcing strategy. DealCloud’s industry-specific capabilities include deal management, portfolio management, fundraising, and investor relations management and reporting.


DealCloud was built by Deal professionals to specifically address the day-to-day information management challenges encountered by professionals in this end-market. The platform is supported by a team of dedicated former deal professionals that have a deep understanding of industry-savvy client service.


Delivered as a web-based Cloud platform, DealCloud is deployed rapidly and can be easily maintained across a global network of users. The built-in customization environment enables users to leverage tailored dashboards that meet their individual needs. The platform seamlessly integrates with Microsoft Office for an intuitive user experience supported by robust reporting.


Are you intensely driven, smart and results focused? Do you thrive in a collaborative team environment? We want to talk to you!



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