Senior Research Data Analyst

Key Responsibilities

• Develop, QC, audit, and deliver completed and approved datasets meeting predetermined deadlines with a goal of complete accuracy.
• Work with stakeholders at all levels to identify and address process gaps with process improvement ideas that bring efficiency and structure to workflows.
• Assist our AI and RPA models by manually parsing data to help derive insights for automation.
• Interpret and understand client requirements for every project and execute it per the defined rules.
• Perform annotations to help train our ML models.
• Direct and monitor progress and performance of the team.
• Act as a culture carrier and live by all our core values of ownership, commitment, collaboration, agility and innovation, and a growth-oriented mindset.
• Respond to client inquiries related to ongoing projects.
• Research and troubleshoot issues associated with data and/or tools provided.
• Assess project proposals, provide time estimates then document time and accuracy for evaluation purposes.
• Assist in documentation and continual improvements of SOP’s for internal workflows.
• Prepare tools and reports that measure and evaluate team accuracy and productivity.
• Assist in planning and allocation of daily work queues.
• Ensure that complex concepts shared by our stakeholders are accurately documented in a straightforward manner.
• Manage ETAs and deliverables by coordinating with different teams working remotely.
• Display excellent change management and risk management skills at an individual level, during the execution of all tasks.
• Conduct process training sessions for new members of a team or project.

Required Qualifications

• Must at least have a bachelor’s degree in any stream.
• 3–5 years of professional experience, including minimum 1–2 years of hands-on experience in the Credit Loans and Bonds domain (Leveraged Loans, High-Yield Bonds, Term Loan B, Covenants, Indentures, Credit Agreements, etc.).
• Strong exposure to reading, interpreting, and validating financial/legal documents such as credit agreements, indentures, offering memorandums, facility agreements, and covenant sections.
• Demonstrated experience in building and QA’ing high-quality financial datasets, including validation of complex fields, cross-referencing terms, reconciling data points, and ensuring end-to-end data integrity.
• Experience in operations or data-intensive roles, involving:
  ○ Data audits and quality checks
  ○ Process documentation and SOP creation
  ○ Root cause analysis and issue resolution
• Experience gathering client or stakeholder requirements and translating them into structured datasets or process workflows.
• Excellent communication skills – able to simplify complex financial concepts for internal and external stakeholders.
• Advanced Excel skills (lookups, nested formulas, pivot tables, data cleaning, error tracing).
• Working knowledge of SQL for data extraction, transformations, and QC workflows.
• Hands-on experience with prompt engineering and strategically writing prompts for QA, automations, or data workflows.
• Experience in building automations or assisted QA workflows using AI, RPA, macros, or rule-based systems (preferred).
• Experience in mentoring and training fellow team members in the process.
• Strong attention to detail, especially when reviewing complex financial terms, definitions, and cross-references.
• Ability to work with changing requirements, shifting client priorities, and evolving datasets – strong change management skills required.
• Must be a team player, proactive collaborator, and someone comfortable guiding junior team members.
• A quick learner who is tech-savvy, enjoys working with structured/unstructured data, and adapts quickly to new tools.
• Ability to work in flexible or variable shifts based on project deadlines and client requirements.

Work‑from‑Home Requirements

• High‑speed internet for calls and collaboration.
• A capable, reliable computer (modern CPU, 16GB+ RAM).
• Headphones with clear audio quality.
• Stable power and backup arrangements.

Forage AI is an equal opportunity employer. We value curiosity, craftsmanship, and collaboration.