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Allocate · 3 months ago

Data Quality Analyst

Palo Alto, CA

Full-time

Onsite

Entry, Mid Level

$70K/yr - $100K/yr

2+ years exp

Allocate is the intelligent operating system for private market investing, equipping wealth advisory firms and institutional family offices with modern infrastructure. The Data Quality Analyst will ensure the accuracy, reliability, and integrity of client investment data across the platform by reviewing outputs, remediating errors, and developing scalable controls.

FinanceFinancial ServicesImpact Investing

Growth Opportunities

No H1B

Responsibilities

Review and validate extracted data from client investment documents (capital calls, account statements, distributions, tax docs, etc.)

Correct errors and ensure data meets accuracy and completeness standards before delivery to clients

Identify recurring issues, root causes, and work with product/engineering to improve extraction logic and data pipelines

Provide structured corrections to enhance the performance of AI/ML data extraction systems

Analyze trends in errors to refine flagging rules and build preventative controls

Design systems and checks that proactively catch anomalies and prevent data issues from reaching clients

Develop and maintain data QA playbooks and training materials

Train and support offshore data processing teams to improve accuracy and consistency

Establish feedback loops to ensure learnings from QA are incorporated into operations and product

Track and report data quality KPIs (accuracy %, error categories, rework rates)

Partner with Operations, Product, and Engineering to enhance platform capabilities

Contribute to continuous improvement initiatives that increase client trust in the platform

Qualification

Data quality analysisAI/ML systemsData validationSQLDocumentation skillsAnalytical thinkingProcess improvementTraining experienceAlternative investmentsOCR/ML toolsSalesforce experienceExcel skillsAttention to detailCommunication skillsAdaptability