Role based in New York or Remote (Eastern Time Zone)
CREO is a NYC-headquartered 501(c)3 with a mission to mobilize and catalyze high-impact capital that drives the necessary transition to a low-carbon, sustainable, and prosperous future for all.
With less than six years to activate financial and capital markets to support the necessary decarbonization transition and meet the objectives of the Paris Agreement, we believe our membership of family offices, family foundations, family-controlled businesses, and other asset owners have a critical role to play.
To achieve our mission, CREO works with an ecosystem of global stakeholders, including Members (wealth owners, family offices, and family enterprises), Affiliate Members (select institutional and corporate investors), and Partners (aligned investors such as pension funds, university endowments, or private equity; government; not-for-profit organizations; and academia).
We facilitate investment by helping our members and partners build knowledge and confidence via shared insights, research, and programming that focuses on the question of 'how' to invest in climate solutions and the decarbonization transition. CREO is the only not-for-profit organization focusing on climate and sustainability market-rate investment across all asset classes in private markets.
CREO is building a proprietary web-based Research & Data Platform to serve our growing membership. This Platform is designed as a market intelligence tool for the climate and sustainability investment space, leveraging both CREO proprietary data and third-party data sources.
CREO is growing its team of mission-driven, smart, passionate people. We seek a meticulous, people-centric individual skilled in customer service and data analysis to fill the Platform Administrator role. In this dynamic role, you will work with the CREO Data Platform team to help onboard users to the Platform, provide user support, and perform a wide range of data cleaning and analysis. You will be an essential first touch point for users deploying the platform. You also will create analysis and tools to bring platform-based insights to life for CREO leadership and stakeholders.
The Platform Administrator will report to the Platform’s Product Manager, working closely with the rest of the Data Platform team and cross-functionally with the Operations, Communications, and Research teams.
Primary / Year One Objectives
1. Onboard over 500 new users to the CREO Data Platform, including managing accounts and establishing relationships;
2. Advance the design and rollout of the user support ticketing system, including being the first line of response and supporting member access issues via email and Zoom;
3. Prepare documentation for the Platform, including writing user manuals and FAQs, setting up materials for the virtual Learning Hub, making how-to videos, and helping organize Zoom webinars;
4. Clean data and develop analytics to augment and expand the Platform Database, including improving and correcting our Taxonomy tagging of companies and funds, improving AI-generated outputs, conducting thematic research reports using the Platform, supporting the integration of Salesforce data to the Platform, and cleaning data merged from third party datasets;
5. Analyze user activity on the Platform, including developing metrics and KPIs to drive user engagement;
6. Perform ongoing Platform technical management supporting the Product Manager, including sprint management, new feature specification documentation, team and user feedback documentation, and the continuous maintenance of the Platform database.
Desired Qualifications
- At least one year of experience with customer support of a web-based platform and/or tracking customer experience on a platform
- A strong analytical background in data analysis, including managing and wrangling large datasets on Excel and making charts, synthesizing data trends, conducting basic statistical analysis, and clearly communicating analytical findings to the team
- Strong technical writing experience on user manuals, preferably for web-based platform
- A creative and detail-oriented approach to problem-solving
- Experience in a client-facing role and comfort in directly engaging with the user base
- A strong understanding of climate, sustainability, and finance is preferred
- Comfort working in a multi-time-zone setting that leverages cloud-based platforms for work activities and communications, including Outlook, Slack, and Salesforce
- Demonstration of the ability to handle confidential information with integrity and discretion
- Fluency in English required, fluency in other languages desirable
Compensation & Benefits
This role will be paid a base salary between $60,000-$70,000, commensurate with experience, in the NYC market. The salary in other markets will be adjusted based on the local cost of living and market conditions. Additionally, this role will be eligible for an annual performance bonus equal to up to 5% of the base salary.
CREO relies on ADP as our employer of record. Medical, dental, and vision insurance plans are available through ADP for the employee plus their spouse, children, or whole family; CREO contributes a monthly flat fee toward premiums. CREO also provides Basic Life and AD&D coverage at no expense to the employee, equal to 1x Annual Base Earnings.
CREO offers a generous time off package, including PTO and sick leave, week-long org-wide breaks in August and December, observation of federal holidays, and a Summer Friday program.
After six months of service, employees are eligible to participate in the company 401(k) plan, and CREO matches contributions up to 4% on a payroll-by-payroll basis. Employees also have access to 12 weeks of paid family leave for qualifying life events after six months of service.
To apply, please send your resume and a note expressing your interest to hiring@creosyndicate.org.
More about CREO
We lead with the intensity of an investment bank and the heart of a foundation. All team members are partners in further engaging, supporting, and activating CREO’s growing membership across two Global Hubs – the Americas and EMEA – and 25+ countries to advance CREO’s goal of helping members deploy $100B of high-impact capital into the decarbonization transition by 2025 and catalyze $900B of institutional capital by 2027.
CREO is not, and does not provide services as, an investment advisor, investment analyst, broker, dealer, market-maker, investment banker, or underwriter.
Authorization to work in the United States is required.
CREO strives to be a diverse, equitable, and inclusive workplace. As an Equal Opportunity Employer, we are committed to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs and job requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.