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.

Responsibilities

• 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 our comprehensive benefits package. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things.