About The Position

The Investment Analytics Consultant will play a critical role in supporting the Risk and Return team’s mission to deliver high-impact insights across investment performance, risk, and portfolio analytics. This hybrid role bridges investment acumen with technical execution—ideal for candidates who understand performance attribution models and can translate that logic into scalable data solutions. We’re looking for someone who is intellectually curious about data, driven to investigate inconsistencies, and committed to delivering accurate, meaningful insights. The ideal candidate is a self-starter who thrives in a dynamic environment and takes ownership of both the details and the bigger picture.

Requirements

  • 3–5 years of experience in investment analytics, performance measurement, or risk reporting.
  • Strong understanding of portfolio attribution models and benchmark construction.
  • Proficiency in SQL (required); experience with relational databases (SQL Server, Oracle).
  • Familiarity with scripting languages (Python, R) and visualization tools (Tableau) a plus.
  • Exposure to public and private asset classes; experience with systems like Aladdin, Clearwater, or eFront is beneficial.
  • Progress toward CFA or CIPM preferred.

Nice To Haves

  • Thinks like an investor, builds like a technologist.
  • Intellectually curious and motivated to understand the 'why' behind the data.
  • Detail-oriented with a high standard for data integrity and accuracy.
  • Self-starter with a bias for action and continuous improvement.
  • Strong communicator who can collaborate across investment, risk, and data teams.

Responsibilities

  • Develop and maintain performance attribution frameworks (e.g., allocation, selection, interaction effects) across asset classes.
  • Support the buildout of dashboards and reporting tools.
  • Collaborate with investment teams to define analytics requirements and deliver insights that inform portfolio decisions.
  • Maintain and enhance recurring risk and performance processes, including weekly investment packets and ad hoc analysis.
  • Translate attribution logic into SQL queries and integrate with reporting platforms.
  • Investigate data anomalies with rigor and integrity, ensuring consistency and accuracy across systems.
  • Identify and resolve data quality issues across investment tools and systems.
  • Contribute to the development of an analytics data warehouse and scalable data pipelines.

Benefits

  • Base compensation offered for this role is $75,000.00 -110,000.00 annually and is based on experience and qualifications.
  • Total compensation for this role is comprised of several factors, including the base compensation outlined above, plus incentive pay as applicable for the role.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service