Job Summary:
Technical Data Analyst uses business intelligence and reporting expertise to build the dashboards and reports our clients and their end users rely on to report investment portfolio information to their own clients. These deliverables range from interactive dashboards to scheduled performance and portfolio reports and ad hoc investment analytics. Additionally, the analyst partners with clients, investment teams, and project management to understand reporting requirements and translate them into accurate, timely deliverables. Supporting data analysis, integration, and quality work underpins this reporting, ensuring the information presented is reliable and aligned with customer and company requirements.
Responsibilities:
Design, build, and maintain the BI dashboards and reports our clients and their end users use for investor and portfolio reporting.
Produce accurate, timely investment and financial reporting—including performance, portfolio, and ad hoc analytics—tailored to client and end-user needs.
Develop data visualizations and self-service BI tools that make complex investment data clear and actionable for clients and their end users.
Analyze investment and financial data, delivering insightful reports and commentary on outcomes, trends, and performance drivers.
Partner with clients, investment teams, and project management to gather reporting requirements and translate them into client-ready deliverables.
Combine data from multiple sources into comprehensive, reconciled datasets that support reliable reporting and analytics.
Build and maintain the data systems and pipelines that feed BI and reporting solutions.
Continuously improve data quality, reporting accuracy, and reliability to uphold the highest standards.
Required Skills:
Proficiency with BI and data visualization platforms (e.g., Power BI, Tableau, Looker).
Strong understanding of financial and investment reporting concepts, performance metrics, and portfolio analytics.
Experience designing and automating reporting dashboards and recurring report production.
Deep understanding of investment data.
Familiarity with cloud platforms and big data technologies (e.g., AWS, GCP, Azure).
Understanding of database design and data warehouse principles.
Knowledge of one or more programming languages (e.g., Java, Python, VBA).
Proficiency in data manipulation and data cleansing techniques.
Knowledge of data governance and best practices in data management.
Continuous improvement mindset for self and team.
Ability to work collaboratively in a cross-functional team environment.
Ability to work with large datasets and perform data mining tasks.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Bachelor’s degree in data analytics, statistics, accounting, finance, computer science, or related discipline.
5+ years of relevant experience in business intelligence, financial/investment reporting, data analytics, and visualization.
Hands-on experience with SQL and NoSQL databases.
Experience with data integration and ETL (extract, transform, load) processes.
Experience with data visualization tools such as Tableau, Power BI, or D3.js.
