Investment Analyst Jobs

About The Position

Requirements

• Solid understanding of a wide range of financial instruments, including equities, fixed income, and derivatives.
• Hands-on experience with portfolio analytics tools and are comfortable working with large datasets, particularly using SQL for data extraction and analysis.
• Strong communication skills and can clearly articulate complex information to both technical and non-technical stakeholders.
• Attention to detail allows you to critically evaluate data and ensure its accuracy and integrity.
• Bachelor's degree required; Master's degree preferred in Finance, Economics, Data Science or a related field.
• Minimum of 3 years of experience in a quantitative role within Investment services
• Strong knowledge of financial instruments, including equities, fixed income, futures, foreign exchange (FX), options, bank debt, swaps, and other derivatives.
• Strong communication skills, with the ability to explain technical concepts to non-technical stakeholders
• Hands-on experience supporting performance and risk-based platforms such as FactSet, Bloomberg, or Aladdin
• Expertise in crafting advanced SQL queries for comprehensive data analysis
• Ability to manage multiple priorities and time-sensitive projects efficiently
• Comfortable working both independently and as part of a team in a dynamic, fast-paced environment

Nice To Haves

• CFA Charter holder preferred
• Expertise in coding languages such as Python, C#, or Java preferred
• Experience with data visualization tools such as Tableau, QlikView, or Power BI preferred
• Experience with document automation tools such as Seismic LiveDocs or Vermillion preferred

Responsibilities

• Perform data reconciliation to ensure accuracy and integrity within portfolio analytics systems
• Collaborate closely with the technology team to ensure timely, accurate, and consistent delivery of data across systems
• Support the reporting needs of internal clients, including sales, marketing, risk oversight and investment teams, by delivering relevant and reliable data
• Assist in the daily reporting process, ensuring consistency, completeness, and timely delivery of recurring portfolio reports
• Automate end-to-end data processes to improve efficiency

Benefits

• leave programs
• adoption assistance
• student loan repayment programs