Fundamental Equities Data Analyst - US

About the role

As a data analyst embedded in an investing team, you will help drive innovation by leveraging a variety of data sources and systems. You will work directly with a portfolio manager and their team of research analysts to connect data and fundamental research. Your work will support investment theses and help inform investment decisions.

What You'll Do

• Help analyze a broad universe of Compliance-approved data to directly influence idea generation and investment decisions, with an emphasis on equities.
• Design, build, and maintain data products and predictive models that enable analysis of key performance indicators (KPIs) and forward-looking metrics relevant to your specific sector.
• Investigate and explore innovative approaches to extract meaningful information from complex datasets.
• Develop agile, automated systems that rapidly ingest, synthesize, and analyze diverse sets of information in real-time, producing actionable insights to support timely decision-making.
• Optimize and scale existing data infrastructure to enhance performance, reliability, and adaptability in handling complex, high-volume data streams.
• Develop and maintain high-quality, efficient, and modular code, creating well-documented custom libraries and data pipelines that enhance the team's analytical capabilities and ensure reproducibility of results.
• Stay on top of the newest technologies approved for use across the firm.
• Partner with Compliance on various initiatives such as approved data sources, permissibility of systems, and analytics.

Requirements

• Undergraduate degree or higher.
• Quantitative ability as demonstrated through relevant coursework or work equivalent.
• Experience working with diverse data types including structured, unstructured (e.g., text), and time-series data.
• Strong understanding of statistical concepts and their application to large-scale data analysis, with an interest in applying these skills to financial datasets.
• Strong coding skills in a high-level programming language (e.g., Python, R, or similar). Familiarity with version control systems (such as Git) and collaborative development practices.
• Strong data visualization skills, with experience in creating informative visualizations using coding languages like Python or R.
• Strong analytical and problem-solving skills, with the ability to approach complex issues systematically and creatively. Demonstrated capacity to translate business questions into data-driven solutions.
• Team player with an entrepreneurial spirit and good communication skills.
• Deep intellectual curiosity and lifelong-learning mindset.
• Commitment to the highest ethical standards.

Benefits

• Fully-paid health care benefits
• Generous parental and family leave policies
• Volunteer opportunities
• Support for employee-led affinity groups representing women, people of color and the LGBT+ community
• Mental and physical wellness programs
• Tuition assistance
• A 401(k) savings program with an employer match

Pay

The annual base salary range for this role is $150,000-$240,000 (USD), which does not include discretionary bonus compensation or comprehensive benefits package. Actual compensation offered may vary based on geographic location, work experience, education, and/or skill level, among other things.