Quantitative Analyst III

Advisor Group•Scottsdale, AZ

8d•Hybrid

About The Position

We are looking for a highly capable, insight-driven analyst to join the Quantitative Analytics team! This role plays an important part in advancing enterprise reporting, informing strategic decisions, and strengthening how the firm measures and manages performance. As a senior analyst, you will lead complex analytical efforts, partner with stakeholders across the organization, and help elevate the team’s standards, tools, and capabilities. This is a senior individual contributor role with meaningful influence on team direction and business outcomes.

Requirements

5–8 years of experience in business intelligence, analytics, finance, or a related quantitative role
Strong proficiency in problem solving, hypothesis-driven analysis, and translating ambiguous business questions into structured analytical approaches
Deep proficiency in data analysis, data modeling, dashboarding, and querying large and complex datasets
Strong proficiency with analytics and data tools such as SQL, Snowflake, Python, R, Power BI, or similar platforms
Exposure to AI and machine learning tools and their application to business problems or operational improvement
Demonstrated ability to work independently, manage complex workstreams, and deliver results across teams
Strong communication skills, including comfort presenting analyses and recommendations to business leaders
Track record of mentoring analysts and contributing to team development

Nice To Haves

Experience in financial services, wealth management, or other highly regulated and complex business environments
Strong understanding of financial metrics, performance management, data governance, and control considerations
Understanding of profit and loss statements, general ledger structures, and core finance reporting concepts
Experience contributing to analytical strategy, data standards, or process improvements across teams

Responsibilities

Lead complex analytical projects from problem definition through delivery, ensuring rigor, relevance, and business impact
Design and build scalable dashboards, data models, KPI frameworks, and analytical assets that support enterprise decision-making
Conduct advanced analyses to address ambiguous or multi-faceted business questions and deliver clear, actionable recommendations
Partner cross-functionally with Finance, Technology, Data Engineering, and business teams to define requirements and deliver durable solutions
Drive improvements to team processes, documentation standards, data quality practices, and analytical workflows
Mentor and coach junior and mid-level analysts, providing guidance on methodology, problem-solving, and professional development
Communicate insights, tradeoffs, and recommendations effectively to business leaders and key stakeholders
Identify opportunities to improve efficiency, decision quality, and business performance through analytics, automation, and scalable solutions