Investment Data Analyst

Job Description:

Investment Data Analyst, Data Strategy-SAI

The Role

The Investment Data Analyst role will be responsible for providing scalable, timely, easily consumable and good quality data for consumption by SAI led products and functions. This position will help drive and define strategy for data analysis, management, acquisition, and distribution. Working closely with SAI business as well as technology partners, the position will participate on projects of various size and complexity, including product/platform development and enhancement.

• Develop and implement a repeatable process aimed at streamlining the data sourcing, aggregation, quality & distribution
• Research, recommend and implement automation, digitization, and new scalable solutions for distributing data.
• Partner with members of business and technology teams to develop Project and Execution Plans, establish agreed-upon milestones and raise issues, as necessary. Ensure timely production and meet calendar deadlines.
• Participate in other data-related efforts to support ad-hoc reporting and analysis.
• Operationally monitor, govern, and triage data issues arising from nightly batch or real time data sourcing, working with internal and external partners and vendors.

• Education - Bachelor's Degree required (completed or in progress)!
• Experience - 0-3 years of experience in data & programming, preferably in the context of investment management or technology industries!
• Certifications - CFA / CAIA / Financial Certification is good to have but not required
• Skills and Knowledge-

• Exposure to data querying skills using SQL, TOAD, Tableau, Excel, or any other applications.
• Exposure to programming in R, Python or Java & basic understanding of AI/ML concepts.
• Basic knowledge of asset allocation investment products, Performance, Attribution, and Risk, along with exposure to Market Data applications like Bloomberg, Morningstar, Factset etc.
• Exposure to Private Equity, Private Debt and Private Real Assets data, vendors and investment processes. Any experience with vendors like Preqin, Blue Vault, Pitchbook, Burgiss, Cliffwater etc. is a big plus.
• Introductory experience with system development projects,