Systems Analyst (Fluent English)

Who You Are:

• Meticulous and systematic, with a high standard for accuracy and the discipline to build repeatable processes.
• Strong data skills, including advanced Excel, data imports and exports, deduplication, and reporting.
• A clear communicator who can translate between technical and non-technical colleagues and manage multiple projects at once.
• Sound judgment and discretion in handling member data, with familiarity with data privacy practices. Experience in an association or financial services setting is a plus, though not required.
• College degree required
• Fluent in English required

What You Will Do:

• Design and Implement System Changes: Gather requirements from staff, then configure fields, workflows, member portal views, and reports. Manage changes through a disciplined process that includes sandbox testing, peer review, and documentation.

• Lead Data Audits: Design and run recurring audits of organization and individual records.

• Drive Data Cleanup: Own cleanup end-to-end and put ongoing processes in place so data stays accurate as member firms and personnel change.

• Manage Integrations: Maintain clean data flows between the member management system and connected tools, always exploring opportunities to reduce data entry duplication and manual data flows.

• Build Reliable Reporting: Develop reports and dashboards that give staff and leadership a trusted view of membership, engagement, and events.

• Set Standards and Train Staff: Define data standards and entry conventions, document processes, and train colleagues to use the system consistently and well.

• Issue Resolution: Work closely with staff and vendors to proactively resolve issues and evaluate solutions when the system cannot meet a need.

Reporting Relationships:

Reports to the Head of Operations and works closely with staff across membership, events, finance, and communications.

Preferred Experience

• Preference for experience administering or configuring a CRM or association management system (such as MemberSuite, Salesforce, iMIS, Fonteva, or Dynamics).

The Institute for Portfolio Alternatives (IPA) is seeking a Systems Analyst to oversee and improve its member management system. IPA is a collaborative, high-performing team focused on delivering value to its members. Member data underpins nearly everything IPA does. The Systems Analyst will own data quality and system configuration, leading audits, cleanup, and changes that improve the platform for staff and members. The role also identifies opportunities to enhance the system, increase efficiency, and maximize IPA’s technology and staff time. We value rigor, ownership, and follow-through. The ideal candidate is meticulous and systematic, enjoys solving data problems, and translates colleagues’ needs into practical system solutions. IPA is based in Washington, D.C.; the position is fully remote, with periodic travel. Employment will be through an employer of record, Remote People.

Only CVs in English will be considered.