Data & Process Analyst

About the job

The Impact Investments Data & Process Analyst supports the Impact Investments Management Team by ensuring strategic execution through data-driven insights, portfolio analytics, and process optimization. The role also acts as the Business Owner for Salesforce within the department, ensuring the platform supports investment processes, reporting needs, and cross-functional collaboration.

Data & Analytics Focus

• Develop and maintain dashboards and reports using tools like Power BI to monitor portfolio performance, risk metrics, and impact indicators.

• Analyse investment data to identify trends, risks, and opportunities aligned with strategic goals.

• Support the development and refinement of the Investment’ Objective and Key Results.

• Produce quarterly and ad hoc reports (e.g., SB IC reports) with a focus on data visualization and actionable insights.

• Collaborate with Strategy and Sustainable Impact unit to integrate social and environmental impact data into investment analysis.

Salesforce Business Ownership

• Act as the primary business owner for Salesforce within the Impact Investments department.

• Define and prioritize Salesforce-related requirements in collaboration with internal stakeholders and IT.

• Ensure Salesforce supports investment workflows, data integrity, and reporting needs.

• Lead or support training and onboarding of staff on Salesforce functionalities.

• Coordinate enhancements, testing, and rollouts of new features or updates.

• Serve as the liaison between the department and technical teams for Salesforce-related projects.

Operations & Process Continuous improvement

• Lead initiatives to analyse, redesign, and improve Outflow-related processes with a focus on efficiency, scalability, and data integration.

• Apply continuous improvement methodologies (e.g., Lean Six Sigma) to identify bottlenecks and implement solutions that enhance operational performance.

• Collaborate with cross-functional teams to standardize and automate workflows, ensuring alignment with organizational goals and compliance requirements.

• Document and maintain updated process maps, SOPs, and manuals, incorporating feedback from stakeholders and audit findings.

• Monitor and evaluate the effectiveness of implemented changes, using data to drive further refinements.

• Promote a culture of continuous improvement within the department, encouraging innovation and proactive problem-solving.

• Master’s degree in Business Analytics, Data Science, or related field.

• 4 years of experience in investment operations, data analysis, or process management.

• Strong proficiency in Microsoft Excel, Power BI, and Salesforce.

• Experience with Lean Six Sigma or other continuous improvement methodologies.

• Fluency in English; Spanish or French is a plus.

• Strong analytical, organizational, and communication skills.

Competencies
Data analysis and interpretation, Initiative, Result orientation, Cooperation, Verbal and written communication, Planning and organizing, Progress control, Process improvements.

• Impactful Work;Contribute to meaningful social and environmental change.

• Professional Growth; you will have access to training and learning opportunities.

• Work-life balance: you will benefit from a flexible work environment where you can work from home approximately 50% of the time.

• Collaborative Environment: Work with passionate professionals dedicated to impact investing and sustainability.

Willingness to travel 10–20% of the time.

The role is offered for 36 hours a week.

Candidates must be based in Europe and ideally already posses a valid work permit.

Please send your cover letter and resume in English via the apply button.

Oikocredit is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment that embraces individuals from various backgrounds.