Investment Data Analyst

Duties & Responsibilities

1. Data Analysis & Operational Support

• Analyze investment data, operational processes, and business requirements to identify trends, risks, opportunities, and solutions.
• Research, investigate, and resolve complex data quality and operational issues.
• Support investment data consumers by providing timely analysis, issue resolution, and operational insights.
• Develop meaningful metrics, reporting, and dashboards to measure operational performance and effectiveness.
• Document processes, workflows, control procedures, and business requirements.

• Coordinate activities associated with operational and technology initiatives.
• Assist with planning, tracking, and execution of project deliverables, milestones, dependencies, and risks.
• Facilitate stakeholder meetings, capture action items, and support follow-through on commitments.
• Partner with business and technology teams to support implementation readiness and operational transitions.
• Contribute to change management activities, communications, training, and process adoption efforts.

• Identify opportunities to improve data quality, operational efficiency, and risk management practices.
• Perform root cause analysis and recommend sustainable corrective actions.
• Support process redesign and workflow optimization initiatives.
• Participate in continuous improvement programs and operational maturity initiatives.

• Build strong partnerships across Investment Management, Technology, Operations, and external partners.
• Communicate findings, recommendations, project status, and risks to stakeholders in a clear and concise manner.
• Collaborate effectively across global teams and varying levels of seniority.

• Undergraduate degree or equivalent combination of training and experience.
• Experience analyzing investment data, operational processes, or business workflows.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft collaboration tools, including AI tools

• Knowledge of investment data domains such as securities, reference data, market data, pricing, benchmarks, entities, or holdings.
• Background in investment management, financial services, data management, or operations.
• Experience supporting projects, change initiatives, or process improvement efforts.
• Familiarity with Agile, project management, or business analysis practices.
• Experience utilizing SQL, Power BI, Tableau, VBA, or related analytical tools.

• Demonstrates in depth knowledge on the data management lifecycle including daily operational oversight.
• Delivers accurate and actionable analysis that improves business outcomes.
• Successfully coordinates work across multiple stakeholders and teams.
• Contributes to the timely delivery of strategic initiatives and operational enhancements.
• Continuously identifies opportunities to improve operational effectiveness and data quality.
• Builds trusted relationships through collaboration, accountability, and strong execution.