CMI Data & Operations Analyst

The Channel Data & Operations Analyst supports the Complex Client Center of Excellence in advancing the firm’s channel intelligence capabilities across Private Equity, Family Office, Public Company, Foreign Direct Investment, and other complex client segments. The role provides operational and analytical support to maintain high-quality client data, fulfill ad-hoc stakeholder requests, and support the production of automated reporting and AI-enabled insights.

Working closely with the Channel Insights team, this role helps sustain the data infrastructure and operational processes that power channel reporting, client intelligence, and growth analytics, ensuring that insights delivered to leadership are supported by accurate, validated, and well-structured data.

Essential Duties:

Operational and Ad-Hoc Insights Support: Provide operational support to the Channel Insights team in responding to stakeholder requests that require manual data review, data extraction, or analytical support beyond

Channel Data Integrity and Maintenance: Support the maintenance and quality assurance of channel intelligence datasets across CRM, MDM, and third- party data sources (e.g., PitchBook, D&B). Perform validation, research, and data reconciliation to ensure the integrity and logic of channel affiliations used in firm reporting and analytics.

Reporting and Insights Production: Assist with the operational support of channel reporting, automated insights tools, and AI-enabled analytics by preparing datasets, validating outputs, and monitoring reporting refresh processes. Conduct targeted research on companies, investors, and markets to enrich internal datasets and support insights delivered through dashboards, reports, and emerging automation tools.

MINIMUM QUALIFICATIONS: 

EDUCATION/CERTIFICATIONS

Bachelor’s degree required, preferably in:

• Business
• Finance
• Economics
• Data Analytics
• Information Systems

TECHNICAL/SOFT SKILLS

Required:

• Strong analytical and data quality management skills
• Experience working with structured datasets
• Ability to perform detailed data validation and research
• Strong organizational and time-management skills
• Ability to support multiple operational tasks simultaneously
• Proficient with Microsoft Office Applications (Excel, Word, Power Point)

Preferred:

• Experience with CRM systems (Microsoft Dynamics 365 preferred)
• Familiarity with data visualization tools (Power BI)
• Experience with third-party data sources (PitchBook, D&B, Capital IQ)
• Exposure to SQL, data extraction tools, or structured data environments
• Interest in emerging AI or automation tools used for analytics

EXPERIENCE

Required:

• 1–3 years of experience in one of the following environments:
  • Data analytics
  • Market intelligence
  • CRM operations
  • Business research
  • Consulting support
  • Client intelligence or marketing analytics teams

Preferred:

• Experience supporting operational analytics or reporting teams where responsibilities included data validation, research, and preparation of analytical datasets.
• Familiarity with database tools, techniques, applications, and datasets (e.g., CRM, PitchBook, D&B).

LEADERSHIP SKILLS

• Required: Conceptual Thinking Skills
• Ability to understand how operational data tasks support larger strategic reporting and insights initiatives.
• Information Seeking
  • Driven by an underlying curiosity and desire to know more about things, people, or issues.
  • Active listening skills to ensure complete and accurate understanding of goals, tasks, and deliverables.
  • Effectively researches, documents, and analyzes information based on client and team expectations.
  • Comfortable using problem solving skills to help a team formulate recommendations.
• Teamwork and Collaboration
  • Works collaboratively with others as part of a team (as opposed to working separately or competitively). Confidently shares own ideas.
• Consulting Skills
  • Comfortable clarifying needs and issues, and respectfully challenging assumptions or inconsistencies. Asks probing questions to get at the root of a situation or problem, or a potential opportunity below the surface issues presented.
• Adaptability
  • Able and willing to alter behavior and opinions in the light of new information, changing situations and/or different environments and cultures.
  • Comfortable working in the fluid, often demanding environment of a small consulting team.
• Initiative / Ability to Work Independently
  • Strong personal time management skills; able to work independently and manage multiple deadlines/balance priorities.