Senior Investment Data Analyst

Role Overview

• Independently design, develop, implement, and continuously improve automated workflows that enhance the collection, organization, integrity, and accessibility of investment data.
• Manage and integrate data across portfolio management systems, CRM platforms, investment reporting tools, and other technology applications.
• Develop, maintain and enhance dashboards, reporting tools, and analytical models that improve operational efficiency and investment reporting.
• Evaluate emerging technologies, automation tools, and artificial intelligence applications, recommending and implementing approved enhancements that improve Investment Office workflows.
• Own the preparation, maintenance, and continuous enhancement of recurring and ad hoc reports for the Investment Office, Investment Committee, and Board of Trustees.
• Monitor and analyze portfolio performance through return attribution, exposure analysis, holdings analysis, value creation metrics, benchmarking, and risk assessment.
• Prepare analytical presentations and reporting materials that support portfolio monitoring and strategic investment discussions.
• Independently conduct quantitative and qualitative research on existing investment managers, prospective investment opportunities, and broader market trends.
• Support investment due diligence through financial analysis, data collection, and research.
• Lead assigned initiatives that improve investment reporting, operational workflows, and data quality.
• Identify opportunities to streamline processes and recommend technology-based solutions that improve efficiency and effectiveness.

Requirements

• Bachelor’s degree in Data Science/Analytics, Statistics, Computer Science, Mathematics, Business Analytics, Finance, Economics or a related quantitative field required.
• Three to five years of progressively responsible experience in investment operations, investment data analytics, financial analysis, business intelligence, or a closely related field.
• Experience working with investment reporting systems, portfolio management platforms, or financial data environments preferred.
• Demonstrated ability to independently manage analytical projects and technical initiatives.
• Strong experience structuring, analyzing, interpreting, and validating complex datasets.
• Proficiency in at least one programming language and experience with business intelligence, automation, and data visualization tools.
• Strong understanding of investment operations, portfolio analytics, financial markets, and investment reporting.
• Demonstrated ability to identify process improvement opportunities and implement technical solutions with minimal day to day direction.
• Excellent analytical, quantitative, and problem solving skills.
• Strong project management and organizational skills with exceptional attention to detail.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to effectively balance independent work with collaboration across a small, high-performing team.
• Demonstrated initiative, intellectual curiosity, professionalism, integrity, sound judgment, and discretion in handling confidential information.

Benefits

• Flexible working arrangements
• Professional development opportunities