Job Title: Administrative Data Support Specialist for AB Private Credit Investment
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Position Summary
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PCI is seeking a detail-oriented Administrative Data Support Specialist to provide administrative and data management support for the team. This role is responsible for maintaining accurate records in DealCloud, managing vendor invoice data, and supporting payment processing by ensuring information is entered accurately and on time. The ideal candidate is highly organized, proficient in Excel, and able to manage multiple priorities while maintaining a high level of accuracy.
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Key Responsibilities
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Enter, update, and maintain data within the DealCloud platform, ensuring records are accurate for all activity for Originations team
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Review and input vendor invoice information into the PCI Excel master tracking file.
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Verify invoice details for completeness and accuracy before submission.
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Prepare and submit invoices for payment in accordance with established processes and deadlines.
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Maintain organized electronic records of invoices and supporting documentation.
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Reconcile invoice tracking against internal records as needed.
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Assist with ongoing data cleanup, quality control, and reporting within DealCloud and Excel.
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Collaborate with team members, vendors, and internal departments to resolve data discrepancies or missing information.
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Support additional administrative and operational tasks as assigned.
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Additional Administrative Support
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Participate in special administrative projects and operational initiatives as needed.
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Perform data cleanup and data quality improvement projects across various systems and spreadsheets.
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Assist with organizing, validating, and maintaining business records to ensure consistency and accuracy.
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Provide general administrative support for the PCI team, including ad hoc projects that contribute to operational efficiency.
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Adapt to changing business priorities and provide support for new processes and initiatives as they arise.
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Qualifications
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Strong proficiency in Microsoft Excel, including sorting, filtering, formulas, and maintaining large spreadsheets.
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Experience with CRM or database systems; DealCloud experience is preferred but not required.
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Exceptional attention to detail and commitment to data accuracy.
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Strong organizational and time management skills.
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Ability to handle confidential information with discretion.
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Excellent written and verbal communication skills.
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Ability to work independently while managing multiple deadlines.