Share this job
Data Management Analyst for Matthew - Looking for a Unicorn!
Apply for this job

Here’s a quick video sharing why you may want to work with us! 



I’m Rhino Julie, and I LOVE building super teams to service our clients' needs.


If you love a challenge, love problem solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my team!


My promise to you:

I provide a FUN working environment.

We are constantly learning new things.

We are a team who wants to be the best at what we do, which means you have the BEST teammates.

I ALWAYS pay on time.

I treat all of my team members with respect and love.


Client Overview:

Matthew is a financial advisor at a large impact-led investment company. He is looking for a unicorn who can help in supporting investment research, due diligence, financial analysis, and client reporting. If you possess strong analytical skills, excellent attention to detail, and a proactive mindset, and are eager to grow your expertise in impact finance and data analytics, this role is for you!


Client Requirements:

  • Must be able to work any 8-hour block, but there will be team meetings between 10am-12pm Mountain Time (US) that you are going to want to attend
  • Must be able to work 40 hours weekly
  • Must have a foundational understanding of investing, including differences between private and public investments, equity and debt, financial performance indicators, etc.
  • Must be proactive and able to take initiative in a fast-paced environment.

  • Must be highly organized with the ability to manage multiple priorities effectively.

  • Must be detail-oriented with a strong commitment to accuracy and quality control.

  • Must have fluency in investment terminology, demonstrated through work experience and/or academic background.

  • Must have EXCELLENT written and verbal communication skills
  • Nice to have: Bachelor’s degree in Finance, Business Administration & Management, Accounting, or a related field. CFA designation a plus; MBA or Master’s in Finance, Sustainability, or related field a plus.



Software tools used by the client:

  • Microsoft Office
  • Google Suite
  • AI-enabled tools.


Responsibilities/Tasks:


Due Diligence Review

  • Assist with impact investment fund due diligence, including data collection, synthesis, and drafting of investment memos.

  • Review and validate AI-generated due diligence templates for completeness and accuracy.

  • Ensure all questions, evaluation criteria, prompts, and scoring within due diligence templates are addressed thoroughly.



Reporting

  • Pull source documents and run them through AI processing.

  • Cross-check AI outputs against source materials to confirm factual accuracy.

  • Flag incomplete, inaccurate, or ambiguous information requiring team input or clarification.

  • Prepare reporting materials that clearly communicate financial insights.

  • Maintain consistent documentation practices and version control.



Collaboration & Learning

  • Work closely with colleagues across functions in a collaborative, team-oriented environment.

  • Contribute to process improvements that enhance efficiency and quality of deliverables.

  • Maintain a steady pace of review to ensure timely turnaround of work products.


Pay and Benefits:

  • Competitive hourly rates
  • Wellness package
  • Squad Breaks (paid time off)
  • Quarterly performance bonuses
  • Holiday and year-end bonuses
  • Annual appraisal

----------------


Our super cool hiring process:


  • We have real people communicating with you and looking at your application!
  • We PAY you to take a Paid Test for the client you're applying for to make sure you like the job and you have the skills for it. 
  • At any time, you can check out the other clients we have and ask to take Paid Tests for them, as well!


Please note that there is a 1-time Profile that you will help us fill out before the Paid Test. This profile will be sent to our clients, along with your Paid Test results. We value you as a person, and we value your time. Once you're in with Rhino Squad, you're IN, and you have lots of job opportunities available to you. So we appreciate your help in preparing your details to present to our clients.


IMPORTANT: Do not book on Rhino Julie's client booking page, this causes our potential clients to be unable to book sales calls with her. We love your enthusiasm, but Rhino Julie's job is to get clients for our virtual assistants to get their dream jobs. Our recruitment teams job is to take care of our applicants and help them match with their dream job. So, please apply here for your dream job and we will invite you for an interview if your qualifications match the job you're interested in. We cannot stress how important it is to leave her calendar open for her client calls.



Apply for this job
Powered by