Quantitative Analyst II

Advisor Group•Scottsdale, AZ

3d•Hybrid

About The Position

We are looking for a skilled, self-directed analyst to join the Quantitative Analytics team! This role contributes to enterprise reporting, strategic analysis, and insight delivery that supports how the firm measures and manages performance. As a mid-level analyst, you will independently own analytical projects, partner with business stakeholders, and help strengthen the team’s processes and deliverables. This is an individual contributor role with growing influence and ownership.

Requirements

2–5 years of experience in business intelligence, analytics, finance, or a related quantitative role
Solid proficiency in data analysis, querying, and working with large and complex datasets
Working proficiency with analytics and data tools such as SQL, Snowflake, Python, R, Power BI, or similar platforms
Ability to structure analyses independently, manage competing priorities, and deliver reliable results
Effective communication skills with the ability to translate data into business-relevant insights
Familiarity with applying analytical rigor, including hypothesis-driven analysis and data validation practices
Comfort working across teams and engaging with business stakeholders on requirements and deliverables

Nice To Haves

Experience in financial services, wealth management, or other regulated and complex business environments
Understanding of financial metrics, reporting structures, and performance measurement concepts
Exposure to AI, machine learning, or advanced analytics techniques applied to business problems
Experience with automation tools, workflow optimization, or process improvement initiatives

Responsibilities

Own and execute analytical projects from requirements gathering through delivery, ensuring quality and timeliness
Build and maintain dashboards, reports, and data models that support recurring and ad hoc business needs
Conduct structured analyses to answer business questions, identify trends, and surface actionable insights
Partner with Finance and business stakeholders to understand requirements, clarify assumptions, and present findings
Contribute to team standards for data quality, documentation, version control, and analytical best practices
Support the development of scalable, repeatable solutions that reduce manual effort and improve efficiency
Begin mentoring junior analysts by sharing knowledge, reviewing work, and modeling strong analytical habits
Communicate findings clearly to both technical and non-technical audiences through written summaries and presentations
All other duties assigned.