Data Lead (Advisory)

 

About Alpha Group

Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialist, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs.

We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors.

 

Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive.

 

As we look to the future, we’re excited to be looking for new Alpha colleagues—individuals who are collaborative, innovative, and ambitious. We hope you will join us and help shape the next chapter of our growth journey.

 

About Alpha Alternatives

Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm, focused on leading digital and operational transformation projects for the alternative investment industry (consisting of private equity, real estate, private debt, credit, and infrastructure). We are known for our expertise, innovation, and commitment to delivering exceptional value to our clients.

Our people work side by side with our clients to help them identify, address, and resolve the key operational and technology challenges within alternative investments and financial services firms. We often find that some of the best innovations come from within, and our role is to help empower client teams to drive the change that is required. Collaborating and supporting our clients are the key attributes we look for in our consultants as well as professionals who have experienced the challenges and enabling technologies firsthand.

 

We’re Hiring: Data Lead – Advisory / Alternative Advisory

Are you a technically skilled, business-savvy data professional passionate about alternative investments and private markets? Join our Advisory practice as a Data Lead and play a pivotal role bridging cutting-edge data architecture with strategic consulting.

 

About the Role:

As our Alternatives Data Lead, you will own the Private Market data model and architecture best practices, acting as the critical link between management consulting teams and technical delivery units. You will spearhead vendor technical designs, blueprint integration frameworks, and manage an extensive system connector inventory — ensuring seamless data integration and migration that drives impactful business decisions.

 

What You’ll Do: 

• Own and evolve the private market data model with a deep understanding of data lineage and architecture design principles 
• Maintain and manage system integration inventories, staying ahead of technical capabilities and innovations 
• Collaborate with technical teams to design robust integration frameworks and support enterprise performance management solutions 
• Function as a trusted client advisor, simplifying technical concepts around data warehousing and BI/reporting for diverse audiences 
• Support business growth by translating complex requirements into technical solutions and contributing to sales engagements 
• Oversee scoping and design of scalable data migration initiatives 
• Facilitate effective collaboration between advisory consultants and technology teams to drive successful project delivery

 

What We’re Looking For: 

• Proven experience in data modelling, data architecture, or data management within consulting or technology contexts 
• Strong knowledge of private market data and alternative investment applications 
• Hands-on experience with system integration planning and managing connector/APIs inventories 
• Familiarity with data warehousing, BI tools, and data lineage methodologies 
• Exceptional communication skills with the ability to advise both technical and non-technical stakeholders 
• Skilled in scoping and designing complex data migrations and integrations (coding not required) 
• A sales-minded approach with experience supporting technical sales processes 
• Collaborative, proactive, and adept at navigating between business and technical teams

 

Preferred: 

• Background in consulting, financial services, or technology supporting alternatives/private markets 
• Experience with BPM/EPM solutions 
• Knowledge of cloud data architectures and modern data stack technologies

 

Ready to drive data innovation in alternative investments? Apply now to join our expert Advisory practice and shape the future of private market data.

 

Responsibilities
You will work on client engagement teams participating in the entire lifecycle of designing and implementing best-practice Valuation models. You will help to manage current state / future state analysis, strategic design, initiative prioritization, sequencing, roadmapping and a phased approach to delivery. Through that journey it will be important for you to build strong client relationships of trust and domain experience. As you build knowledge and experience, you'll become a credible advisor to junior consultants within the organization, as well as your clients, helping them accelerate the delivery of products and services to their users. As Alpha Alternatives continues its growth to a leader in Private Markets Technology, your ability to stay at the forefront of innovative solutions will be critical.

Skills and attributes for success:

• Ability to foster relationships with client personnel at appropriate levels and to consistently deliver quality client services
• Ability to think through complex problems and effectively communicate problems and potential solutions to the client and colleagues
• Ability to understand and elicit requirements from client stakeholders through interviews or working sessions
• Constant development of your understanding of current market trends and processes, and sharing your knowledge to develop junior colleagues
• Understanding of our clients' unique ambitions and needs and the ability to refer them to colleagues in other teams and areas to broaden our business relationships where possible
• Understanding of the tools, processes and applications used by Private Markets firms and their clients
• Passion for teaching our clients new methods and ways of working
• Strong communication skills with the ability to identify improvement opportunities in a client's operating model to execute more effectively

Qualifications

• 3-5+ years experience doing Valuation Work and/or management consulting, technology or operating in the Private Markets Investment Industry
• Experience in all of the various valuation methodologies for a Private Equity Investment
  • Discounted Cash Flow Analysis
  • Market Comparable Analysis
  • Precedent TransactionsLiquidation Analysis
  • Cost Approach
• Experience in all of the various valuation methodologies for a Private and Public Credit Investment
  • Discounted Cash Flow Analysis
  • Mark to Market
  • Implied % of Par
• Experience working with a Portfolio Monitoring Technology (ie, Chronograph, 73 Strings, Dynamo, Cobalt, iLevel, AtomInvest)
• Strong Project Management skills
• Experience in constructing client deliverables including Business Requirement Document (BRD), Process Flows, Functional Capability Matrix, Project Plans / Roadmaps, Data Dictionary, IT Architecture Design, Data Flow Diagrams
• Strong communication skills with the ability to create a compelling story from data analysis
• Experience communicating with senior executives
• Experience defining, communicating and tracking metrics for success (OKRs and KPIs)
• Ambitious and entrepreneurial in nature with the desire to grow in a collaborative environment

Compensation and Benefits

• Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning
• Flexible working: Work-life balance with flexible schedule
• Community events: We offer a range of social events and meetups
• 25 days’ holiday in addition to public holidays
• Supplemented medical, dental and vision coverage
• 401(k) with employer match
• Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology
• Access to discounted travel, tickets, events, and more through our benefit partner

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $77,000 to $127,000 subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.