FULL_TIME
2-5
Data & Compliance Analyst
3/5/2026
The analyst will combine data analysis, compliance reporting, and investor relations support to drive funding opportunities and maintain regulatory standards. Key tasks include researching investors, preparing investor materials, ensuring compliance for fundraising activities, and analyzing business data to identify trends.
Working Hours
40 hours/week
Company Size
2-10 employees
Language
English
Visa Sponsorship
No
About The Company
“There are many facets in establishing, developing and growing your business. It starts with recruiting the best candidates, communicating the expectations, equipping them with the tools they need to do the job and building on those with training development. As a business owner you have many things vying for your attention, Human Resources shouldn’t be one of them. Shift HR comes in as your human resources department and takes over these areas of your business. Gear up for growth with expertise from ShiftHR.” - Pat Eardley, Founder, ShiftHR and Human Resources Advisor
About the Role
<p class="MsoNormal"><strong>Data & Compliance Analyst – Turn Data Into Impact</strong></p><p class="MsoNormal">Do you enjoy digging into data, spotting trends, and helping organizations make smarter decisions? CLIMB Fund is looking for a <strong>Data & Compliance Analyst</strong> to support our mission of empowering small businesses and strengthening communities.</p><p class="MsoNormal">In this role, you’ll combine <strong>data analysis, compliance reporting, and investor relations support</strong> to help drive funding opportunities, maintain regulatory standards, and provide insights that guide strategic decisions.</p><p class="MsoNormal"><strong>What You’ll Do</strong></p><p class="MsoNoSpacing" style="margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Research potential investors, grant opportunities, and funding sources.</p><p class="MsoNoSpacing" style="margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Support investor relations by preparing reports, due diligence responses, and investor materials.</p><p class="MsoNoSpacing" style="margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Maintain accurate records of investor interactions in the CRM.</p><p class="MsoNoSpacing" style="margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Ensure fundraising and investment activities comply with applicable regulations.</p><p class="MsoNoSpacing" style="margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Develop and maintain compliance and impact reports.</p><p class="MsoNoSpacing" style="margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Analyze client and business data to identify trends and opportunities.</p><p class="MsoNoSpacing" style="margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Create clear reports and data visualizations for internal teams.</p><p class="MsoNoSpacing" style="margin-left: .5in; text-indent: -.25in; mso-list: l0 level1 lfo1;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Collaborate with colleagues across departments to turn business questions into actionable insights.</p><p class="MsoNoSpacing" style="margin-left: .5in;"> </p><p class="MsoNormal"><strong>What You Bring</strong></p><p class="MsoListParagraphCxSpFirst" style="margin-left: .75in; mso-add-space: auto; text-indent: -.25in; mso-list: l1 level1 lfo2;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Bachelor’s degree in Data Analysis, Statistics, Business Intelligence, or a related field (or equivalent experience).</p><p class="MsoListParagraphCxSpMiddle" style="margin-left: .75in; mso-add-space: auto; text-indent: -.25in; mso-list: l1 level1 lfo2;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->At least 2 years of experience in data analysis or a similar role.</p><p class="MsoListParagraphCxSpMiddle" style="margin-left: .75in; mso-add-space: auto; text-indent: -.25in; mso-list: l1 level1 lfo2;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Experience with federal compliance reporting</p><p class="MsoListParagraphCxSpMiddle" style="margin-left: .75in; mso-add-space: auto; text-indent: -.25in; mso-list: l1 level1 lfo2;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Experience with SQL, database management, or data aggregation.</p><p class="MsoListParagraphCxSpMiddle" style="margin-left: .75in; mso-add-space: auto; text-indent: -.25in; mso-list: l1 level1 lfo2;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Familiarity with data visualization tools such as Tableau or Power BI.</p><p class="MsoListParagraphCxSpMiddle" style="margin-left: .75in; mso-add-space: auto; text-indent: -.25in; mso-list: l1 level1 lfo2;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Strong analytical, communication, and organizational skills.</p><p class="MsoListParagraphCxSpMiddle" style="margin-left: .75in; mso-add-space: auto; text-indent: -.25in; mso-list: l1 level1 lfo2;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->High attention to detail and ability to manage confidential data.</p><p class="MsoListParagraphCxSpMiddle" style="margin-left: .75in; mso-add-space: auto; text-indent: -.25in; mso-list: l1 level1 lfo2;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Knowledge of CDFI</p><p class="MsoListParagraphCxSpLast" style="margin-left: .75in; mso-add-space: auto; text-indent: -.25in; mso-list: l1 level1 lfo2;"><!-- [if !supportLists]--><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><!--[endif]-->Proficiency in Microsoft Office and CRM systems.</p><p class="MsoNormal">Join CLIMB Fund and help transform data into insights that support entrepreneurs and drive community growth.</p>
Key Skills
Data AnalysisCompliance ReportingInvestor RelationsResearchDue DiligenceCRM SystemsRegulatory StandardsImpact ReportsData VisualizationSQLDatabase ManagementTableauPower BIAnalytical SkillsOrganizational SkillsAttention To Detail
Categories
Data & AnalyticsFinance & AccountingSocial Services
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