08 nov
|
Institute for Portfolio Alternatives
|
Ciudad de México
08 nov
Institute for Portfolio Alternatives
Ciudad de México
The Institute for Portfolio Alternatives (IPA) is seeking a Systems Analyst to lead the integrity and improvement of its member management system. The IPA is a growing, collaborative team that moves quickly and delivers exceptional value for its members.
Member data underpins nearly everything the IPA does. The Systems Analyst will own the quality of that data and the configuration of the system that holds it, making the platform work better for staff and members alike. Just as important, the role looks ahead for ways to enhance the system, increase efficiency, and get the most from both IPA's technology and its staff's time.
We value rigor, ownership, and follow-through. The adecuado candidate is meticulous, enjoys solving data problems, and can turn the needs of non-technical colleagues into practical system solutions.
The IPA is based in Washington, D.C.; the position is fully remote, with periodic travel.
Only CVs in English will be considered.
What You Will Do:
- System Changes: Gather staff requirements; configure fields, workflows, portal views, and reports; manage changes with sandbox testing, peer review, and documentation.
- Data Audits: Design and run recurring audits of organization and individual records.
- Data Cleanup: Own cleanup end-to-end and build processes that keep data accurate as member firms and personnel change.
- Integrations: Maintain clean data flows between the system and connected tools, reducing duplicate and manual entry.
- Reporting:
Build reports and dashboards that give staff and leadership a trusted view of membership, engagement, and events.
- Standards and Training: Define data standards, document processes, and train colleagues to use the system consistently.
- Issue Resolution: Work with staff and vendors to proactively resolve issues and evaluate solutions when the system falls short.
Reporting Relationships: Reports to the Head of Operations and works closely with multiple teams.
Who You Are:
- Meticulous and systematic, with a high standard for accuracy and repeatable processes.
- Experience administering a CRM or association management system (e.g., MemberSuite, Salesforce, iMIS, Fonteva, Dynamics) preferred.
- Strong data skills: advanced Excel, imports/exports, deduplication, and reporting.
- A clear communicator who bridges technical and non-technical colleagues and manages multiple projects.
- Sound judgment with member data and familiarity with data privacy practices. Association or financial services experience is a plus, though not required.
- College degree required
- Fluent in English required
Private health insurance provided.
About the Institute for Portfolio Alternatives:
For over four decades, the IPA has been the preeminent voice of alternative investments and private markets. Through advocacy, conferences, and research, the IPA leads private markets' expansion into mainstream portfolios.
📌 Systems Analyst (Fluent in English, Remote in Mexico) (Ciudad de México)
🏢 Institute for Portfolio Alternatives
📍 Ciudad de México