Investment Data & Analytics Intermediate Analyst

We are seeking a highly analytical problem-solver to join our Investment Analytics team. This role is ideal for someone who thrives on answering complex questions–especially when the data doesn’t immediately make sense. You will work at the intersection of investment teams, analytics platforms, and data systems, partnering directly with senior investment leaders to design new analytics, investigate complex issues, and improve how data supports decision-making.

What You Will Do

Collaborate on analytics solutions that help investment teams assess performance, risk, and portfolio positioning more effectively. Partner directly with portfolio managers, analysts, and senior leaders to identify workflow gaps and develop better analytics-driven solutions. Establish new pipelines and data curation workflows to support improved investment solutions.

Why It Might Be a Fit

We’re looking for an ambitious analyst to join our Investment Analytics team. This role is ideal for someone who wants to help build solutions across a wide swath of investment data domains. It requires someone who is adaptable to evolving priorities, wants to roll their sleeves up, and can work independently to think through complex data challenges.

Requirements

• Exceptional analytical and critical thinking skills
• Resourcefulness and persistence to work through issues independently
• Strong curiosity and desire to learn
• Effective communicator and fearlessness to ask questions
• 3+ years in a hands-on investment analytics, data, or a related role
• Fixed income expertise familiarity (credit, municipals, rates)
• Insurance asset management experience is a plus
• Proficiency in SQL and python
• Familiarity with enterprise investment platforms such as Aladdin
• Experience with market data providers – Bloomberg, S&P, CreditScope, Intex, Octus, etc
• Comfortable using AI-enabled tools to improve research, analysis, or workflow efficiency

Benefits

• Comprehensive technology setup
• Monthly connectivity reimbursement
• Paid time off
• Healthcare
• Retirement plan
• Learning budget
• Parental leave
• Wellness program
• Relocation assistance
• Remote flexibility
• Stipends
• Bonus/commission