Maintain and enhance existing reporting functions by leveraging the in-house Data Warehouse and AI tools where applicable
Serve as the Investment Management Group data steward for the Data Warehouse
Serve as the main point of contact for standardizing and automating reporting across the team
Handle data requests from within and outside of the team including support of sales, marketing, and senior leadership
Work with IT to ensure a high level of quality for internal and external data
Work with IT to manage data processes among software vendors, internal data warehouse, and data providers
Oversee the maintenance and ongoing development of the Investment Research Library (SharePoint)
Produce and maintain Performance and Performance Attribution reports
Assist in preparing and manipulating data sets for potential file feed transmissions through AI

Bachelor’s Degree in Finance, Business Analytics, Statistics, Mathematics, or Computer Science required
Flexible and able to accept, create and manage change
Ability to work well independently and within a team
An eagerness to identify and implement process improvement opportunities
Interest in creative resolutions to complex assignments
Excellent communication skills
Strong organizational and prioritization skills
Experience with data visualization tools such as Tableau or PowerBI
Proficient in Microsoft Office, specifically Excel.
Visual Basic (VBA) experience a plus
Working knowledge of Morningstar, Lipper, Bloomberg or Factset an advantage
Experience working with structured data using a modern scripting language, preferably R, Python, SQL or SAS.

Investment Data Analyst

Key skills