Platform Data Analyst

Responsibilities

• Analyze and maintain data accuracy across investment platform systems by understanding data structures, workflows, and integration points
• Perform recurring data reconciliation to identify discrepancies across multiple systems and data sources
• Investigate inconsistencies by tracing data flows, identifying root causes, and implementing corrective actions
• Partner with internal teams such as technology, operations, and support to resolve data issues and improve overall data quality
• Develop and refine reconciliation processes and best practices to improve data reliability and platform performance
• Track and report on data quality metrics, trends, and anomalies to support continuous improvement
• Create and maintain documentation for data reconciliation processes, workflows, and troubleshooting procedures
• Support stakeholders by explaining data issues and helping them effectively use platform capabilities

Required Experience and Skills

• At least 5 years of experience in data reconciliation, data management, or supporting enterprise-level financial systems
• Strong understanding of data models, system integrations, and workflow dependencies
• Proven ability to investigate data discrepancies and implement sustainable resolutions
• Experience collaborating across cross-functional teams to resolve technical and operational data issues
• Ability to define and improve processes that enhance data accuracy and system performance
• Strong communication skills with a collaborative and solution-focused approach
• Ability to quickly learn new systems and support end users in understanding data and platform functionality
• Bachelor’s degree in finance, information technology, information management, or a related field
• Familiarity with investment or financial platform tools is beneficial

FAQ

1. What are the core responsibilities of a Platform Data Analyst?
This role focuses on analyzing platform data to support product performance, operational insights, and business decision-making. Responsibilities include creating reports, monitoring key metrics, identifying trends, and translating data into actionable recommendations. The analyst also helps improve data quality and reporting processes.

2. What types of platforms are typically analyzed in this role?
Platforms may include digital products, SaaS applications, customer engagement systems, or enterprise technology platforms. The analyst evaluates user behavior, operational performance, and system usage data. Insights help guide platform optimization and strategic decisions.

3. What tools and technologies are commonly used?
Common tools include SQL, Excel, Tableau, Power BI, Looker, and cloud-based analytics platforms. Data warehouses such as BigQuery, Snowflake, or Redshift may also be part of the environment. Scripting languages like Python may be used for advanced analysis and automation.

4. How does this role support product and business teams?
The analyst collaborates with product managers, engineers, and business stakeholders to provide data-driven insights. Reporting and dashboards help teams monitor platform performance and prioritize improvements. Clear communication is essential for translating findings into business impact.

5. How is data quality maintained in this role?
Data quality is ensured through validation checks, monitoring processes, and collaboration with engineering teams. The analyst helps identify inconsistencies, missing data, or reporting gaps. Reliable data is critical for accurate decision-making.

6. How is success measured in this position?
Success is measured by the accuracy and usefulness of insights, reporting efficiency, and contribution to business or product improvements. Metrics may include dashboard adoption, analysis turnaround time, and support for strategic initiatives. Delivering actionable insights is a key outcome.