Manager, Data Analytics and Insights
$120,000–$141,000 year
On-siteBoston, Massachusetts, United States
EXPIREDBoston, Massachusetts, United StatesOn-siteFull Time$120,000–$141,000 yearMasters DegreeEnterprise
Full TimeMasters DegreeEnterprise
Job Summary
Apply advanced analytics and quantitative concepts to support investment research, analyzing financial data for portfolio construction and alpha generation. Identify and resolve data issues, answer helpdesk queries, and process daily operational tasks while interpreting results of financial analysis procedures. Collaborate with vendors and business partners to define model specifications, execute test plans, and propose process enhancements that improve the quality and time-to-market of research initiatives for equities, fixed income, and alternative investments.
Required Qualifications
- Bachelor's degree in Finance, Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent)
- Three (3) years of experience as a Manager, Data Analytics and Insights (or closely related occupation) performing managed account data operations within a financial services environment
- Master's degree in Finance, Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent)
- One (1) year of experience as a Manager, Data Analytics and Insights (or closely related occupation) performing managed account data operations within a financial services environment
- Demonstrated Expertise maintaining accounts and supporting financial instrument data management operations within the financial services industry, using advanced VBA, SQL, and Python
- Processing tasks and exceptions through advance software to process time-sensitive workflows and resolve rule-based outlier exceptions across financial instruments
- Working with performance and attribution engine systems and return calculation methodologies
- Analyzing model and composite return data for senior management reporting
- Executing fund setup and integrating holdings data for 40 Act and customized funds into FactSet, Style Research, and Bloomberg
- Sourcing and analyzing financial instruments returns using Morningstar and Bloomberg applications
- Designing robust data analysis templates for data quality validation and conducting advanced analyses, using VBA, SQL and Python to support investments management processes
- Building quantitative tools to deliver actionable insights on the performance of models, composites, and managed accounts
- Identifying key drivers of anomalies by generating data-driven insights using SQL and Python
- Identifying anomalies in enterprise financial data, ensuring the integrity and quality required for comprehensive analysis, using advanced rule-based techniques
- Developing robust SQL queries to support comprehensive data analytics
- Transforming and analyzing complex datasets to empower stakeholders to make informed data-driven investment decisions, using advanced VBA, SQL and Python
- 100% onsite presence
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