Data Analyst - Investment Management

You'll be an integral part of our esteemed Corporate Technology Team, comprised of 6 stacks: Investments, Finance, Risk & Law, HR & Employee Experience (EE), Data Engineering & Analytics and Portfolio, and Strategy. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As a Data Analyst, you will lead the charge in extracting value from data by facilitating the creation of high-quality data solutions that drive decision-making and operational efficiency. You’ll use your skills to provide subject matter expertise and complete in-depth data analysis, which contributes to the strategic efforts of the team. This is an opportunity to collaborate closely with our Corp Technology leadership team as well as our CFO customers. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed.

The Impact:

• • Analyze data related to Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, Pricing to generate actionable insights.
• • Develop and maintain comprehensive data mapping documents and work closely with data engineering teams to ensure accurate data integration and transformation.
• • Partner with Business Analysts, Architects and Data engineers to validate datasets, optimize queries and perform reconciliation.
• • Support the design and delivery of Investment data and reporting solutions, including data pipelines, reporting dashboards.
• • Collaborate with Data Engineers, Data Architects, and BI developers to ensure design and development of scalable data solutions aligning with business goals.
• • Manage and oversee investment data, ensuring its accuracy, consistency, and completeness.

The Minimum Qualifications

Education: Bachelor’s or Master’s degree in Finance, Computer Science, Information Systems or related field. Experience:

• 7-9 years of experience as a Data Analyst or similar role supporting data analytics projects. • 5+ years of Mastery in SQL.

• 5+ years of experience in financial services, insurance, or related industry.

• Experience with data manipulation using Python.

• Domain knowledge of Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, Pricing.

• Investment Operations exposure - Critical Data Elements (CDE), data traps and other data recons. • Familiarity with data engineering concepts: ETL/ELT, data lakes, data warehouses.

• Experience with BI tools like Power BI, MicroStrategy, Tableau.

• Excellent communication, problem-solving, and stakeholder management skills.

• Experience in Agile/Scrum and working with cross-functional delivery teams.

• Proficiency in financial reporting tools (e.g., Power BI, Tableau).

The Ideal Qualifications Technical Skills:

• Familiarity with regulatory requirements and compliance standards in the investment management industry.

• Ability to lead cross-functional teams and manage complex projects.

• Hands-on experience with IBOR’s such as Blackrock Alladin, CRD, Eagle STAR (ABOR), Eagle Pace, and Eagle DataMart.

• Familiarity with investment data platforms such as GoldenSource, FINBOURNE, NeoXam, RIMES, and JPM Fusion.

• Experience with cloud data platforms like Snowflake and Databricks.

• Background in data governance, metadata management, and data lineage frameworks.