Investment Data Analyst (Power BI) – Asset Management Only

Overview

Role and Responsibilities: We are seeking a Power BI Consultant (4–6 years) to support a multi-year data and cloud transformation program for a large institutional asset owner. This role will focus on designing and delivering intuitive, high-impact reporting solutions built on complex investment data.

• Design and develop Power BI dashboards and semantic data models for investment reporting and analytics
• Translate complex data (holdings, transactions, performance, exposures) into clear, user-centric visualizations
• Partner with business stakeholders (investment operations, portfolio management, data teams) to gather requirements and deliver insights
• Build and optimize Power BI data models (DAX, Power Query, dataflows)
• Work with engineering teams to leverage cloud data platforms (Snowflake, Azure, Databricks) as the source of truth
• Ensure data accuracy, consistency, and performance across reporting layers
• Apply row-level security and governance best practices

Required Qualifications

• 4–6 years of experience in Power BI / data analytics roles
• Strong hands-on experience with: Power BI (DAX, data modeling, dataflows), SQL (intermediate to advanced)
• Experience working with investment / asset management data, including: holdings, transactions, positions, performance and exposures
• Understanding of front-to-back investment workflows (portfolio management, trading, operations)
• Experience building dashboards for different user personas (PMs, operations, executives)

Preferred Qualifications

• Experience with platforms such as BlackRock (Aladdin), Charles River Development, SimCorp, or FactSet
• Exposure to IBOR/ABOR data structures
• Experience working in cloud-based data environments (Snowflake, Azure, Databricks)

Benefits

At a Glance Our benefits vary slightly by location but are designed to support your health, financial wellness, and life outside of work. Highlights include:

• Competitive salary with annual performance bonus and profit-sharing opportunity
• 401(k) match (U.S.) or Superannuation contributions (Australia)
• A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering
• Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia)
• Long-term disability and life insurance fully paid by the company (U.S.)
• Flexible work model - fully remote with optional access to co-working spaces or offices
• Global collaboration and travel opportunities across North America, EMEA, and APAC.

Compensation

The anticipated base compensation range for this role is $120,000-$160,000, depending on factors such as experience, qualifications, market conditions, and geographic location. Final compensation will be determined based on individual background and alignment with the role’s responsibilities.