Investment Data Analyst
$115,000–$164,500 year
HybridJersey City, New Jersey, United States
Jersey City, New Jersey, United StatesHybridFull Time$115,000–$164,500 yearEnterprise
Full TimeEnterprise
Job Summary
Ensure accuracy and integrity of investment data sourced from internal and external systems by performing meticulous reconciliation processes. Build repeatable, scalable processes and automate end-to-end data workflows to improve operational efficiency. Collaborate with the technology team to deliver consistent data across systems and support reporting needs for sales, marketing, risk, and investment teams. Assist in daily reporting processes to guarantee consistency, completeness, and timely delivery of recurring portfolio reports.
Required Qualifications
- Bachelor's degree
- Master's degree in Finance, Economics, Data Science or a related field
- Minimum of 3 years of experience in a quantitative role within Investment services
- Strong knowledge of financial instruments, including equities, fixed income, futures, foreign exchange (FX), options, bank debt, swaps, and other derivatives
- Strong communication skills, with the ability to explain technical concepts to non-technical stakeholders
- Hands-on experience supporting performance and risk-based platforms such as FactSet, Bloomberg, or Aladdin
- Expertise in crafting advanced SQL queries for comprehensive data analysis
- Ability to manage multiple priorities and time-sensitive projects efficiently
- Comfortable working both independently and as part of a team in a dynamic, fast-paced environment
Desired Qualifications
- Master's degree preferred in Finance, Economics, Data Science or a related field
- CFA Charter holder
- Expertise in coding languages such as Python, C#, or Java
- Experience with data visualization tools such as Tableau, QlikView, or Power BI
- Experience with document automation tools such as Seismic LiveDocs or Vermillion
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