Investment Data Analyst

The Hartford • Wayne, PA

15d • $70,000 - $90,000

About The Position

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. Overview of the role: The primary duties of the Investment Data Analyst is to drive and enhance data automation within Hartford Funds Investment Management Group. The Investment Analyst must achieve and maintain an expert knowledge of the firm’s product line and the Asset Management Industry. The successful candidate will possess the capacity to leverage a deep industry knowledge with a strong analytical background. The role will focus on centralizing all consumable data required by the team, which will contribute to maintaining a high level of data consistency and accuracy across the team and firm. In addition, the candidate should be a nimble learner who continuously seeks process enhancements.

Requirements

• Bachelor’s Degree in Finance, Business Analytics, Statistics, Mathematics, or Computer Science required
• Flexible and able to accept, create and manage change
• Ability to work well independently and within a team
• An eagerness to identify and implement process improvement opportunities
• Interest in creative resolutions to complex assignments
• Excellent communication skills
• Strong organizational and prioritization skills
• Experience with data visualization tools such as Tableau or PowerBI
• Proficient in Microsoft Office, specifically Excel.
• Experience working with structured data using a modern scripting language, preferably R, Python, SQL or SAS.

Nice To Haves

• Visual Basic (VBA) experience a plus
• Working knowledge of Morningstar, Lipper, Bloomberg or Factset an advantage

Responsibilities

• Maintain and enhance existing reporting functions by leveraging the in-house Data Warehouse and AI tools where applicable
• Serve as the Investment Management Group data steward for the Data Warehouse
• Serve as the main point of contact for standardizing and automating reporting across the team
• Handle data requests from within and outside of the team including support of sales, marketing, and senior leadership
• Work with IT to ensure a high level of quality for internal and external data
• Work with IT to manage data processes among software vendors, internal data warehouse, and data providers
• Oversee the maintenance and ongoing development of the Investment Research Library (SharePoint)
• Produce and maintain Performance and Performance Attribution reports
• Assist in preparing and manipulating data sets for potential file feed transmissions through AI

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees