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Data Operations Specialist

  • Location: Chicago, IL
  • Job Type: Direct Placement
  • Ref No: 20-00983
  • Date: February 12, 2020
  • Job title:

Sommer Touchette

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Job Description - Data Operations Specialist

Data Operations Specialist

Reporting Relationship:


Status: Exempt/ Nonexempt

Job Description

A Data Operations Specialist engages with institutional investors, fund managers, and industry professionals everyday through telephone and email to collect information related to portfolio/fund structure, market confidence and investment appetite across alternative asset classes. The role is responsible for a subset of investors, fund managers, or deals in the Americas and ensures the delivery of high-quality content to clients.

Core responsibilities


  • Interview institutional investors and fund managers to obtain valuable proprietary information via phone and email.
  • Proactively build, maintain and develop relationships with investors and fund managers.
  • Understand and effectively communicate value propositions for industry professionals to contribute data.
  • Create customized ad hoc data gifts for investors and fund managers depending on their needs.

Data Collection & Process

  • Own an asset class specialism (Fund, Investors, Deals) of the research department.
  • Develop strong working knowledge of research processes and operations.
  • Conduct in-depth web research (ie. regulatory filings, annual/investment reports).
  • Search for new sources to enhance our data coverage.
  • Assist in preparing and managing FOIA requests and data collectors.
  • Review key profile contacts which cannot be outsourced.
  • Update CRM with key financial information, statistics and analysis.
  • Process any information in the news and media.

Other responsibilities

Data Quality

  • Conduct quality checks on offshore web updates.

Projects & Initiatives

  • Support team members on ad-hoc research projects.


  • Exhibit confidence to make calls and be on the phone for the majority of the day.
  • Take a highly proactive and enthusiastic approach to relationship building.
  • Rapidly build rapport via phone and email with senior professionals and institutions and possess sharp persuasive and interpersonal skills.
  • Are an amazing communicator, both verbally and in written materials, and all the way up to the executive level
  • Effective in a target-driven environment working towards set KPIs and performance metrics.
  • Have strong organization skills and top-notch multitasking skills, strong research capabilities and investigative instincts.
  • Self-motivated, meticulous and determined.
  • Drive to continuously improve the efficiency and impact of the process.
  • Love to work with teams but can also work independently to complete tasks in a timely manner.
  • Great ability to think systematically and thoughtfully through processes involving both technology, people and process.

Skills & Qualifications

  • BA/BS in Finance, Business Administration, Liberal Arts, or Economics preferred
  • 1-2+ years of experience in equity research, private equity, venture capital, investment management or LP investment analysis preferred but not necessary
  • Strong interest in financial markets, detail-oriented/analytical mindset
  • Critical thinker
  • Strong communication skills, both verbal and written
  • Creative and energetic self-starter; willing to see an opportunity and run with it


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