Data, Analytics & Reporting Analyst - Investment Consultancy & Oversight and Multi-Manager Solutions

About the role

The Data, Analytics & Reporting Analyst supports the Investment Consultancy & Oversight and Multi-Manager Solutions businesses. This is a hands-on role for a self-directed analyst who takes ownership of their work, improves data quality and analytical capabilities, and brings innovative ideas to enhance efficiency and impact.

Responsibilities

• Partnership with Coverage Analysts, Investment Strategy & Research, and Multi-Manager Solutions
• Work in close, ongoing collaboration with the Coverage Analysts and Investment Strategy and Research team, as well as the investment professionals within Multi-Manager Solutions, to understand their analytical needs and translate those needs into effective data solutions, models, and reporting.
• Proactively identify gaps in existing tools or data coverage and propose solutions that enhance the teams' ability to generate insights and support investment decision-making.
• Data Management & Quality
• Source, validate, and maintain investment data across multiple platforms and databases to support all investment oversight, research, and multi-manager activities.
• Ensure data quality, consistency, and accessibility for the Coverage Analysts, Investment Strategy and Research team, Multi-Manager Solutions team, and broader stakeholders.
• Resolve data issues, enhance data infrastructure and manage data feeds.
• Quantitative Development & Analytical Tools
• Build, maintain, and enhance quantitative models, analytical tools, and performance attribution systems used across Investment Consultancy & Oversight and Multi-Manager Solutions.
• Develop automated solutions that improve the efficiency and accuracy of recurring analytical workflows.
• Support backtesting, scenario analysis, and factor-based research efforts in coordination with the Investment Strategy & Research team and Multi-Manager Solutions investment professionals.
• Apply sound model governance practices including documentation, version control, and validation protocols.
• Reporting & Dashboard Development
• Continuously evaluate reporting processes for opportunities to improve clarity, efficiency, and automation.
• Produce regular and ad-hoc reports for investment teams, senior management, and oversight committees across both businesses, ensuring timely and accurate delivery of performance reports, risk metrics, and strategy dashboards.
• Design and maintain dashboard capabilities that provide Coverage Analysts, Investment Strategy and Research, and Multi-Manager Solutions professionals with ready access to the data and visualizations they need.
• Process Improvement & Innovation
• Drive efficiency improvements through automation, process optimization, and the adoption of new technologies and methodologies.
• Identify opportunities to leverage emerging capabilities including artificial intelligence and machine learning to enhance the team's analytical infrastructure.
• Support new product development and market research efforts through data analysis and quantitative modeling.
• Cross-Functional Collaboration
• Collaborate with Enterprise Technology and IT teams on technology enhancement projects and platform development.
• Support the Investment Risk Management team with data and analytical needs as required.
• Cross-Functional Collaboration
• Collaborate with team members across Boston, New York, London, and India to ensure seamless collaboration across time zones and consistent quality standards.

Qualifications

• Bachelor’s or Master’s degree in a quantitative field (Math, Statistics, Computer Science, Data Science, or similar).
• 3–7 years’ experience in data analytics, quantitative development, or reporting within investment management or financial services.
• Advanced proficiency in Python, R, and SQL; experience with database platforms.
• Strong communication skills with the ability to explain complex concepts to technical and non-technical audiences.
• Prioritized ability to manage multiple priorities and deliver high-quality work to deadlines.

Preferred Qualifications

• CFA, FRM, or similar professional certification.
• Experience with cloud platforms (AWS/Azure), big data, or BI tools.
• Background in investment consulting, multi-manager, or investment operations.
• Experience with Bloomberg, FactSet, Morningstar, eVestment, Aladdin.
• Strong understanding of investment data, portfolio analytics, performance attribution, and risk.
• Demonstrated initiative, intellectual curiosity, and problem-solving mindset.