Senior Analyst - Investment Risk and Data Science
About The Position
The Senior Analyst will be responsible for analyzing portfolio performance, characteristics, and risk of existing Harbor strategies, supporting due diligence on prospective strategies, and producing analytics used in external investment content. The role will also build and enhance tools and workflows that make complex analytics interpretable and actionable. The ideal candidate is a self-starter who acts with agency, takes ownership of ideas, and moves work forward with limited direction. The Senior Analyst position is on the Investment Risk and Data Science (IRDS) team, part of the broader Investment Research team and reports to the Head of IRDS. The IRDS team is responsible for monitoring the performance, risk, and positioning of all Harbor investment strategies while analyzing prospective partners and supporting the development of new products. They deliver timely, decision-ready portfolio analyses to the Investment Research Team and create insightful content for Harbor’s Distribution team and clients. Additionally, the team designs and maintains analytical tools and data-driven processes that empower non-technical colleagues and enhance decision-making across the firm.
Requirements
- BA or BS, with a preference for finance or a related field
- 5-10 years of relevant industry experience
- Experience in, or strong knowledge of, the asset management industry
- Strong knowledge of Python or R and SQL, with experience creating code-based solutions and querying data to enhance analytical processes and tools
- Experience or strong interest in analyzing portfolio risk across equities, commodities, and fixed income strategies
- Curious and comfortable exploring answers to open ended questions
- Desire to work in a fast paced and constantly changing environment
- Team oriented with strong intra and cross departmental communication skills, with the ability to communicate and build engagement through presentations, email, and individual conversations
- Ability to independently learn new software, query data, and generate reports
- Drives for Results
- Creates Culture of Collaboration
- Courageous and Resilient
- Agility and Adaptability
- Operates with agency, independence, and proactive problem solving
Nice To Haves
- Experience building interactive dashboards or analytical applications using tools such as R Shiny, Streamlit, or Dash
- Experience working with investment data platforms such as FactSet and Morningstar Direct
- Familiarity with cloud data platforms and modern analytics tooling
- Demonstrated willingness to use large language models and agentic AI tools to improve personal and team efficiency, including automation of routine analytics, documentation, quality checks, and dashboard or report generation
- Openness to experimenting with new AI tools and integrating them into existing workflows in a controlled and responsible way
Responsibilities
- Develop and clearly articulate insights using qualitative and quantitative inputs from portfolio management teams, other researchers, market data, analytical tools, and databases
- Help advance the IRDS objective of empowering leaders across the firm with clear insight, not just data, by interpreting and explaining model outputs and analytics in context
- Collaborate with other Analysts and Research Directors on recurring analyses of existing subadvisors and underwriting of prospective subadvisors
- Identify gaps or inefficiencies in current analytics for measuring and reporting strategy performance, characteristics, and risk, and champion improvements with ownership and independence
- Create or enhance analytical processing using Python, R, SQL, or other code-based solutions, with a focus on scalable tools that can be used by non-technical teams
- Proactively create and share insights on portfolio positioning and changes in risk, translating complex analysis into clear and accessible language
- Search for and implement improved methods for identifying, evaluating, and communicating sources of alpha from active management
- Prepare accurate, time sensitive analytical reports for Harbor’s board of directors and internal investment committees
- Assist Research Directors in preparing thematic research materials and ad hoc fund specific content for webinars and client communications
- Participate in due diligence meetings with current and prospective subadvisors and help synthesize findings into actionable perspectives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
