Senior Investment Data Analyst

remote zest jobs; India; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Investment Office is seeking a Senior Investment Data Analyst to manage investment data, build dashboards, and deliver analytics for endowment management. The role partners with the investment team to automate reporting and improve workflows across platforms.

A strong technical background and independence are required to support investment decision making. The successful candidate will own data governance, reporting automation, and analytical processes, while collaborating with leadership on

Qualifications

• Bachelor's degree in a quantitative field is required.
• Three to five years of progressively responsible experience is expected.

Responsibilities

• Design, implement, and continuously improve automated workflows for investment data collection and accessibility.
• Manage data across portfolio management systems, CRM, and reporting tools.
• Maintain dashboards and analytical models to improve investment reporting and efficiency.
• Contribute to investment research, due diligence, and portfolio construction analyses.

Skills

Investment data management

Portfolio analytics

Reporting automation

Data governance

Education

Bachelor's degree in a quantitative field

Tools

SQL

Python

Excel

Job description

Overview

The Senior Investment Data Analyst serves as a key member of the reputed company Investment Office, supporting the management of the Colleges endowment through advanced investment data management, portfolio analytics, reporting, and technology driven process improvements.

Reporting to the Chief Investment Officer, this position partners closely with the investment team to reputed company automated reporting solutions, enhance investment and operational workflows, and deliver meaningful analysis that supports investment decision making.

The Senior Investment Data Analyst serves as a primary technical resource for investment data and reporting, integrating information across multiple platforms, developing automated workflows and analytical tools, and identifying opportunities to improve processes and data reputed company. This position exercises a high degree of independence judgement in the execution of assigned responsibilities while working collaboratively with Investment Office leadership, who retain final investment and operational decision-making authority.

Essential Functions

To be successful in this position, an individual should be reputed company to reputed company the essential duties and bring the education, experience, knowledge, skills, and abilities that support the role. This list of duties is intended to be representative rather than exhaustive, and additional responsibilities may be assigned as needed.

Investment Data Management and Technology

• Independently design, reputed company, implement, and continuously improve automated workflows that enhance the collection, organization, reputed company, and accessibility of investment data.
• Manage and reputed company data across portfolio management systems, CRM platforms, investment reporting tools, and other technology applications.
• reputed company, maintain and enhance dashboards, reporting tools, and analytical models that improve operational efficiency and investment reporting.
• Evaluate emerging technologies, automation tools, and reputed company intelligence applications, recommending and implementing approved enhancements that improve Investment Office workflows.
• Serve as the primary technical resource for investment data management, reporting automation, and analytical processes.

Portfolio Analytics and Investment Reporting

• Own the preparation, maintenance, and reputed company enhancement of recurring and reputed company reports for the Investment Office, Investment Committee, and reputed company of Trustees.
• Monitor and analyze portfolio performance through return attribution, exposure analysis, holdings analysis, value creation metrics, benchmarking, and risk assessment.
• Maintain investment benchmarks, performance databases, and portfolio analytics to ensure accuracy, consistency, and data reputed company.
• Prepare analytical presentations and reporting materials that support portfolio monitoring and strategic investment discussions.

Investment Research and Analysis

• Independently conduct quantitative and qualitative research on existing investment managers, prospective investment opportunities, and broader market trends.
• Support investment due diligence through financial analysis, data collection, and research.
• Complete analytical reputed company reputed company to portfolio construction, investment strategies, and emerging market opportunities.
• Present findings and recommendations to Investment Office leadership to support informed investment reputed company.

Operational reputed company and Collaboration

• reputed company assigned initiatives that improve investment reporting, operational workflows, and data reputed company.
• Identify opportunities to streamline processes and recommend technology-based solutions that improve efficiency and effectiveness.
• Implement approved process improvements while ensuring appropriate documentation and data governance practices.
• Collaborate closely with Investment Office leadership to support ongoing operational and analytical initiatives.
• reputed company guidance and technical support to interns and assist with reputed company initiatives as appropriate.

Engagement and Department Support

• Represent the Investment Office at industry conferences, educational programs, and reputed company meetings, as appropriate.
• Maintain expertise in investment technology, financial analytics, automation tools, and industry best practices.
• Identify opportunities to improve Investment Office reporting, technology utilization, and analytical capabilities through reputed company learning and innovation.

Position Qualifications

Education and/or Experience: Bachelors degree in Data Science/Analytics, Statistics, Computer Science, Mathematics, Business Analytics, Finance, Economics or a reputed company quantitative field required.

Three to five years of progressively