Partner with investment professionals (PMs, CIOs, COOs, Heads of Operations) to understand their analytical needs and translate them into data products
Build customized dashboards, analytics tools, and quantitative investment applications
Present data-driven insights and recommendations to senior client stakeholders
Identify opportunities where better data infrastructure can improve investment processes
Design and implement scalable data platforms (data warehouses, data lakes) and end-to-end data pipelines for investment firms
Develop and optimize production-grade code (Python/SQL) for data transformation and financial analysis
Build and maintain data models that support portfolio analytics, risk reporting, and investment operations
Leverage AI-assisted development tools to accelerate delivery
Translate business requirements from investment teams into robust technical architectures
Own projects end-to-end: from scoping the business problem, to building the data layer, to delivering the analytics
Ensure technical solutions are grounded in real investment workflows, not just technically elegant

5+ years of hands-on experience in a role that combined data/analytics engineering with business analysis or investment analytics
Prior experience within investment management, financial services, or firms that serve them (hedge funds, asset managers, fintech, financial consulting)
Proficiency in Python and advanced SQL for both data engineering and analytical work
Experience with modern data platforms (Snowflake, Databricks, or similar) and data modeling principles
Demonstrated ability to communicate technical concepts to non-technical investment professionals
Comfort working directly with senior clients and managing stakeholder expectations
Experience with data pipeline orchestration tools (Airflow, Dagster, Prefect)
Background in portfolio analytics, fund accounting, or investment operations workflows
Familiarity with BI/visualization tools (Sigma, Tableau, Looker)
Management consulting experience (strategy or implementation)
Experience building quantitative trading or investment tools

Competitive total compensation commensurate with experience
Path to join a leading Bay Area-based asset allocator, with an anticipated transition by January 2027

Senior Analyst, Data Engineering – Investment Analytics

Key skills