Investment Data & Analytics Intermediate Analyst
Role Overview
We are seeking a highly analytical problem-solver to join our Investment Analytics team. This role is ideal for someone who thrives on answering complex questions–especially when the data doesn’t immediately make sense.
This role sits at the intersection of investment strategy, research, analytics, and data. You will interact heavily with our technology partners to deliver scalable production solutions, engage directly with portfolio managers and research analysts to improve investment workflows, and collaborate with quant teams to enhance the utilization of our model outputs.
What You’ll Do
- Collaborate on analytics solutions that help investment teams assess performance, risk, and portfolio positioning more effectively
- Partner directly with portfolio managers, analysts, and senior leaders to identify workflow gaps and develop better analytics-driven solutions
- Establish new pipelines and data curation workflows to support improved investment solutions
- Redesign legacy processes to improve transparency, add scale, and support future initiatives
- Integrate new data sources and vendors into investment workflows
- Partner with other teams to troubleshoot analytical outputs across performance, risk, and portfolio analytics
- Transform ad-hoc analyses into repeatable tools, workflows, or data solutions that improve scale and consistency
What We’re Looking For
- Core Capabilities: Exceptional analytical and critical thinking skills, resourcefulness and persistence to work through issues independently, strong curiosity and desire to learn, effective communicator and fearless to ask questions
- Experience: 3+ years in a hands-on investment analytics, data, or a related role, fixed income expertise familiarity (credit, municipals, rates), insurance asset management experience is a plus
- Technical Skills: Proficiency in SQL and Python, familiarity with enterprise investment platforms such as Aladdin, experience with market data providers – Bloomberg, S&P, CreditScope, Intex, Octus, etc, comfort using AI-enabled tools to improve research, analysis, or workflow efficiency
Compensation
Compensation offered for this role is 105,500.00 – 153,500.00 annually and is based on experience and qualifications.
Additional Information
The candidate(s) offered this position will be required to submit to a background investigation.
Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact.