Investment Data Analyst
Core
Analyze investment data and operational processes to identify trends, risks, and opportunities; develop metrics and dashboards to measure performance.
Role type
Investment Data Analyst
Builds
Operational insights, performance metrics, and reporting dashboards for investment management teams
Domain
Financial Services / Investment Management
Deliverable
dashboards & analysis
Required skills
Data analysis, problem-solving, process documentation, stakeholder communication, project coordination, root cause analysis
Preferred skills
Investment data domain knowledge (securities, market data, pricing), SQL, Power BI, Tableau, VBA, Agile practices
Technologies
Microsoft collaboration tools, AI tools, SQL, Power BI, Tableau, VBA
Responsibilities
Analyze investment data to identify trends and risks; develop metrics and dashboards for operational performance; coordinate operational and technology initiatives; document processes and workflows; support process improvement and change management
Seniority
Individual Contributor