Senior Investment Data Analyst

Role Overview

The Senior Investment Data Analyst will work across investment, business, and technology teams to design and deliver valuable data features, support enterprise data change and transformation initiatives, and extract measurable value from investment data. This role will lead analysis projects that drive business impact through data.

What You Will Do

The Senior Investment Data Analyst will conduct comprehensive data analysis, profiling, and reconciliation using SQL, Python, and ETL or data-quality tools to support decisions, enhance data quality, and resolve operational issues.

Why It Might Be a Fit

The ideal candidate will have five or more years of experience in a data analyst role within asset management, investment management, or financial services, with a strong fixed income and investment data knowledge.

Requirements

• Five or more years of experience in a data analyst, business data analyst, or comparable role within asset management, investment management, or financial services.
• Strong fixed income and investment data knowledge, with practical understanding of how data supports portfolio management, trading, risk, performance, and operations.
• Proven track record leading analysis on large-scale data transformation, platform migration, or investment data change initiatives.
• Demonstrated experience writing SQL and Python scripts for analysis, validation, reconciliation, and automation.
• Experience with data warehouses or cloud platforms such as Snowflake, Databricks, Microsoft SQL Server.
• Proven ability to write high-quality requirements, process maps, data mappings, user stories, and acceptance criteria.
• Experience with data quality, governance, metadata, lineage, controls, QA, and UAT.
• Demonstrated experience with Power BI, Tableau, or a similar reporting tool.
• Strong problem-solving, analytical, and stakeholder-management skills.
• Initiative and the ability to design solutions and progress complex work with minimal supervision.
• Effective communication and time-management skills, with the ability to influence and engage stakeholders at all levels.
• A team player with a client-first mindset.

Benefits

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement, and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks, and all employee Happy Hours
• Annual Bonus Opportunity
• Pension/retirement plans
• Various health, wellbeing, and lifestyle benefits

Tagged as: Data Analysis