Senior Investment Data Analyst, AI Enablement
Core
Senior Investment Data Analyst supporting the evolution of an AI-enabled investment data environment by bridging investment business partners, data management, and technology teams to improve data quality, reporting, and operational efficiency.
Role type
Senior IC investment data analyst (AI enablement)
Builds
Trusted, scalable, and AI-enabled investment data environment
Domain
Investment management / Financial services
Deliverable
production ML models | dashboards & analysis | infrastructure
Required skills
Investment data analysis, Business analysis, Data management, SQL, Python, Data warehouse management, Testing execution, Root-cause analysis, Requirements translation, Stakeholder collaboration
Preferred skills
AI tool usage (Copilot), Anomaly detection, Process automation, Vendor platform expertise
Technologies
SQL, Python, Snowflake, GitHub Copilot, Microsoft Copilot, BlackRock Aladdin, Bloomberg, State Street, BNY, Charles River
Responsibilities
Partner with investment, operations, and technology teams to understand business objectives and data needs; Translate business needs into functional requirements, data specifications, and acceptance criteria; Analyze investment data across asset classes (fixed income, equities, derivatives) to identify exceptions and patterns; Support integration, validation, and monitoring of data from internal systems and external providers; Use SQL and Python to query, reconcile, validate, and profile large datasets; Utilize approved AI tools to improve requirements development, analysis, and documentation while validating outputs; Investigate data exceptions and recommend enhancements to improve data quality and controls; Collaborate with engineers to turn analysis into production-ready solutions.
Seniority
Senior, hands-on IC with potential to guide team members