Data Analytics & Automation Consultant

The Alternative Investments Data Analytics & Automation Consultant will support the Alts Solutions - Data Strategy (ADS) team within Global Distribution. This hands-on role combines data analytics, reporting, process improvement, and automation. The consultant will maintain critical alternative investments reporting, develop dashboards and data workflows, improve data quality, and translate business requirements into practical solutions for Sales, Management, Operations, and other stakeholders. The role is ideal for a growth-oriented analyst with strong SQL and Python skills who can use data to solve operational problems and build reliable, scalable solutions., * Build, maintain, and improve recurring and ad hoc reporting supporting:

• Trade lifecycle, transaction status, and reconciliation
• Sales activity, flows, opportunities, and related insights
• Fundraising and management reporting
• Advisor, firm, and industry targeting and intelligence
• Product and platform readiness
• Write SQL and Python for data extraction, transformation, reconciliation, validation, and automation.
• Develop and support ETL workflows, data pipelines, and scheduled processes.
• Build clear and intuitive dashboards and visualizations using Tableau, Power BI, or similar tools.
• Automate manual reporting, data preparation, validation, notifications, and exception management processes.
• Monitor production workflows, investigate data issues, and implement durable solutions.
• Improve the accuracy, timeliness, and consistency of data products and business reporting.
• Gather and document business and technical requirements.
• Support testing, releases, and user adoption.
• Maintain process documentation, business rules, data definitions, and operating procedures.
• Partner with Sales, Operations, and enterprise data teams to deliver prioritized initiatives.
• Apply agentic AI development practices, including context optimization, development best practices, and quality assurance techniques.

• Bachelor’s degree in analytics, computer science, information systems, engineering, finance, economics, or a related field, or equivalent experience.
• 2+ years of experience in data analytics, business intelligence, data operations, reporting, or a related field.
• Strong SQL and Python skills.
• Experience with ETL, data transformation, data validation, and relational or cloud-based data environments.
• Experience developing dashboards using Tableau, Power BI, or a comparable visualization platform.
• Strong analytical, troubleshooting, and problem-solving skills with a focus on data quality.
• Ability to communicate technical findings clearly to business stakeholders.
• Demonstrated ownership, curiosity, and ability to manage multiple priorities., * Experience with Snowflake, Databricks, Git, APIs, or workflow orchestration tools.
• Experience in financial services, asset management, or alternative investments.
• Familiarity with sales, CRM, transaction, flow, advisor, or product data.
• Experience automating Excel-based or other manual reporting processes.
• Familiarity with approved AI-assisted development tools.

Success Measures

• Accurate and timely alternative investments reporting and dashboards.
• Reduced manual work and reliance on legacy processes.
• Fewer recurring data defects and reconciliation issues.
• Faster delivery of actionable insights to Sales and Management.
• Reusable, well-documented workflows that can be maintained and scaled.