Investment Data Analyst
Core
Drive data automation, centralize consumable data, and maintain high data consistency and accuracy for the Investment Management Group.
Role type
Investment Data Analyst
Builds
Centralized data sets, automated reporting functions, and performance attribution reports for the Investment Management Group.
Domain
Asset Management / Insurance
Deliverable
production ML models | dashboards & analysis
Required skills
Data automation, data stewardship, data standardization, data visualization, data manipulation, SQL, Python, R, Excel, VBA
Preferred skills
Morningstar, Lipper, Bloomberg, Factset, modern scripting languages
Technologies
Data Warehouse, AI tools, Tableau, PowerBI, SharePoint, Microsoft Office, Excel, VBA, R, Python, SQL, SAS
Responsibilities
Maintain and enhance existing reporting functions using the Data Warehouse and AI tools; Serve as the Investment Management Group data steward for the Data Warehouse; Standardize and automate reporting across the team; Handle data requests from sales, marketing, and senior leadership; Work with IT to ensure data quality and manage data processes with vendors and providers; Oversee the maintenance and development of the Investment Research Library; Produce and maintain Performance and Performance Attribution reports; Assist in preparing data sets for file feed transmissions.
Seniority
Individual Contributor