Senior Analyst – Strategy, Evaluation, Impact

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November 15

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The Investment Diversity Exchange (TIDE)

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Finance • Social Impact • Consulting

The Investment Diversity Exchange (TIDE) is a central hub focused on promoting diversity and inclusion within the investment industry. Through collaborations with major institutions, TIDE aims to create a more equitable financial landscape. The organization hosts prominent events such as TIDE SPARK, offers consulting services, and assists in recruiting diverse talent to enhance representation in the investment sector.

2 - 10 employees

Founded 2020

💸 Finance

🌍 Social Impact

📋 Description

• Lead the team’s work to advance Tides’ data maturity, including ensuring data integrity, defining internal metrics, and developing sustainable data tracking and monitoring processes • Manage and monitor operational, financial, and other client data across various systems (Salesforce, NetSuite, etc.) and external systems (e.g. Candid). • Manage regular reporting to staff, including the executive team and board, internal service teams, and partner-facing teams by collecting internal process, operational, and client service delivery metrics. • Create and maintain dashboards to allow staff and organizational leadership to track meaningful data over time. • Analyze and visualize data using multiple methodologies, including triangulating data across different sources, to tell meaningful stories. • Support developing a variety of surveying, interviewing, and other information gathering tools to gain feedback from internal and external stakeholders. • Lead Tides’ impact evaluation workstream to help Tides better understand its own impact and that of partners, including utilizing rigorous mixed-methods approaches, field-best practices, and JEDI-infused methods. • Use data and insights to make clear and strategic recommendations and utilize effective change management to advocate for these recommendations to be implemented across stakeholder groups. • Support strategy conversations at Tides to ensure that critical questions are being asked and answered to advance Tides’ strategy. • Engage in facilitation, both internally and cross-team, to ensure important conversations and decisions are steeped in meaningful data and insights.

🎯 Requirements

• 6 years of progressive or direct experience and relevant bachelor’s degree or 8 years of applicable experience in data analysis, evaluation, learning, innovation, design or similar fields. • Demonstrated expertise managing, analyzing, and presenting data in Microsoft Office (e.g. Excel, PPT) including the development of visual dashboards. • Demonstrated expertise using Salesforce. • Experience using Qualtrics, NetSuite, and Candid’s demographic database, preferred. • Professional experience in an advocacy, philanthropic or grassroots organization, preferred. • Experience analyzing financial data and/or modelling data, a plus.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities