Business Intelligence and Data Analyst

About Altvia

As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers General Partners (GP) to deliver a best-in-class Limited Partner (LP) experience. Altvia’s purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience.

With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry’s unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market. Founded in 2006 and headquartered in Broomfield, Colorado, Altvia delivers value to hundreds of world-class clients and supports over 100,000 LP investors worldwide. Learn more at altvia.com.

“The Altvia team has been fantastic, bringing efficiencies to every facet of our business—fundraising, marketing, deal execution and fund administration. They understand what we do and their team has changed how we manage our business.” Plexus Capital

There has never been a better time to join the team. Accelerate your career with us and let’s grow together!

About The Role

As the Business Intelligence & Data Analyst, you will be responsible for migrating customer data from legacy source systems and documents into the Altvia CRM platform. You will also design and implement data visualizations in the Altvia product suite, manage data warehouse strategies and assist in AI-related activation strategies. Finally, you will be responsible for document functional and technical requirements for clients platform usage. 

Key Responsibilities 

• Data migrations: you will be responsible for extracting client data from sources such as Excel, Salesforce, DealCloud or Affinity. You will conduct a Source to Target analysis, mapping source and target fields. This role will use tools such as Databricks, XL-Connector, or KingswaySoft to write queries and transform data as needed. Finally, you will conduct upload of these data into the Altiva AIM solution.
• Data visualization: this role works closely with customers, product managers, marketers, sales, engineers and senior leadership to define metrics and implement dashboards and reports that drive meaningful insights and inform business decisions for our customers. Your goal is to create a self-service environment that users can leverage to understand how they are performing toward goals and make data-informed decisions. You will also be responsible for making recommendations for improvements, supporting upgrades, contributing to our roadmap for the data we capture and leverage in our analytics, and documenting and rolling out reporting and dashboards to our customer base. 

Requirements

• 1+ years in Business Intelligence role. Ideally 1+ years where your primary responsibility is creating self-service content within an Enterprise BI tool such as Looker, Oracle Analytics, Tableau, SiSense, YellowFin, MicroStrategy, Jasper Reports, Cognos or Excel
• Ability to communicate technical concepts clearly and concisely to both technical and nontechnical audiences
• Ability to create Functional & Technical requirement specification documents
• Analytical, problem-structuring, and problem-solving skills 
• Dashboard development with a keen eye for design and data organization
• Ability to interact with customers, gathering requirements and turning them into meaningful reports
• ETL experience with tools such as Kingsway Soft, Visual Studio 
• Ability to train and communicate to customers and internal users on reports and dashboard product offerings
• Knowledge of excel, including pivot tables, lookups, etc.
• Ability to assist with quality assurance of data and reports
• Strong writing skills to author customer facing documentation and knowledge articles
• Experience with time tracking and preferably in a Project Management tool like Wrike
• Preferred: Knowledge of basic database and data warehouse concepts and query syntax, SQL expertise

Where you work matters, and we know what makes employees happy.  Some of the perks we provide are:

• Competitive compensation package including 100% paid coverage for the employee for Medical, Vision, Dental, Life, and Disability benefits and employer contributions toward dependent coverage for Medical, Vision and Dental for dependents.
• Flexible time off + 14 paid holidays!  
• Time off for volunteer work.
• Donation matching.
• Great company culture and office that includes regular team and company social events, volunteering in community, company lunches, professional development, and much, much more!
• 401(k) with employer matching immediately vested after the waiting period.
• Dog-friendly office environment.
• Professional development stipend.
• See more culture and value information at https://altvia.com/careers/.

The base compensation for this role is market-competitive, starting at $75,000 annually, DOE.