We are seeking a Quantitative Investment Data Analyst to support the Investment Research, Performance Reporting, and Investment Operations teams. The Investment Research group creates qualitative and quantitative analysis and conducts vigorous due diligence efforts. The Performance Reporting and Investment Operations team prepares performance reports for institutional clients, manages cash movement and supports operational functions.
Responsibilities include implementing and enhancing internal data, workflow, and knowledge systems. The Data Analyst will work closely with team leaders to improve and automate processes within the Microsoft ecosystem.
Responsibilities
- Support data migration, organization, and ongoing system maintenance
- Work with the team members to identify inefficiencies and to implement improvements
- Document the new procedures. Train others to use, maintain and revise them
- Assist in building AI-enabled workflows and internal tools (e.g., Microsoft Copilot, knowledge retrieval, internal agents) (Power Automate, scripting, APIs)
- Implement and maintain structured document and knowledge systems within SharePoint / Microsoft 365
- Assist in the preparation of research materials and internal analyses
Requirements
- Training and experience in both data science and finance/investments
- A master's degree in a quantitative or technical field (e.g., Financial Engineering, Data Science, Engineering, Applied Mathematics) is preferred
- 2+ years of relevant experience in investment research and data analysis
- Strong analytical, quantitative, and problem-solving skills
- Ability to work collaboratively with team members, while also to work independently, take initiative, and exercise sound judgment
- Exposure to automation, scripting, or APIs (e.g., Python, Power Automate)
- Excellent communication skills - written and verbal
Benefits:
We offer a full complement of benefits, including medical, dental, vision, group life, short and long-term disability, 401(k), a "take what you need" time off policy and expense reimbursement for work related certifications.
In determining the base salary, relevant and number of years' experience are considered.
