Senior Investment Analytics Professional

in Financial Services
  • Salary: $180,000.00 - $200,000.00
Permanent

Job Detail

  • Experience Level Mid Level
  • Degree Type Bachelor of Science (BS)
  • Employment Full Time
  • Working Type Hybrid
  • Job Reference 0000011890
  • Salary Type Annually
  • Industry Asset Management;Wealth Management
  • Selling Points

    Drive impactful investment analytics at a leading financial services firm. Collaborate with cross-functional teams to enhance portfolio strategies and insights. Shape best practices in a dynamic, hybrid work environment.

Job Description

Overview

  • Lead investment analytics initiatives at a prominent financial services firm, driving portfolio analysis and strategic insights across diverse asset classes.
  • Collaborate with cross-functional teams to enhance data integrity and develop advanced analytical methodologies.
  • Contribute to the creation of scalable tools and processes tailored to investment strategies and client objectives.
  • Provide mentorship and guidance to analytics engineers, fostering professional growth and innovation.
  • Engage with stakeholders to align analytics practices with organizational investment goals.
  • Work in a hybrid environment that combines flexibility with collaboration opportunities.
  • Shape best practices in investment analytics, contributing to the firm’s success and reputation.

Key Responsibilities & Duties

  • Develop and implement advanced analytic tools for portfolio analysis, leveraging Python and SQL.
  • Collaborate with engineering teams to integrate analytics tools into broader data platforms.
  • Analyze manager performance and portfolio metrics using structured methodologies.
  • Provide actionable insights to support investment decisions and strategic planning.
  • Evaluate and integrate third-party analytical tools to enhance reporting capabilities.
  • Mentor analytics engineers, establishing quality standards and fostering innovation.
  • Collaborate with research teams to align analytics with investment strategies.
  • Communicate complex technical concepts effectively to diverse audiences within the organization.

Job Requirements

  • Bachelor’s degree in a relevant field is required; advanced degrees are preferred.
  • Minimum of 8 years of experience in investment analytics or portfolio analysis.
  • Proficiency in Python and SQL, including experience with version control practices.
  • Strong expertise in alternative asset analytics and multi-asset portfolio analysis.
  • Experience mentoring analysts and establishing standards for analytic quality.
  • Ability to present methodologies effectively to investment committees and stakeholders.
  • Knowledge of market data, benchmark analysis, and corporate actions impact.
  • Hybrid work arrangement offering flexibility and collaboration opportunities.
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