Senior Investment Data Analyst

vacancy target jobs; India; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Vacancy Target Jobs is seeking a Senior Investment Data Analyst to support the college’s endowment through advanced data management, portfolio analytics, reporting, and technology-driven improvements.

The role involves designing automated workflows, integrating data across systems, maintaining dashboards, and performing performance and risk analysis to inform strategic decisions.

Qualifications

• Bachelor's degree in Data Science/Analytics, Statistics, CS, Mathematics, Finance, Economics or similar.
• 3–5 years of investment operations experience preferred.
• Strong analytical and quantitative skills with attention to data quality.

Responsibilities

• Design, implement, and improve automated investment data workflows.
• Manage data across portfolio systems, CRM, reporting tools, and other apps.
• Maintain dashboards, reporting tools, and analytic models for accuracy and efficiency.
• Analyze portfolio performance, attribution, risk, and benchmarking.
• Present findings and recommendations to investment leadership.

Skills

Data management

Portfolio analytics

Reporting

Automation

Data governance

Stakeholder communication

Education

Bachelor's degree in a quantitative field

Tools

CRM platforms

Investment reporting tools

Portfolio management systems

BI dashboards

Job description

Job Summary

The Senior Investment Data Analyst serves as a key member of the investment office, supporting the management of the college’s endowment through advanced investment data management, portfolio analytics, reporting, and technology-driven process improvements.

Investment Data Management and Technology

• Design, implement, and continuously improve automated workflows that enhance the collection, organization, and accessibility of investment data.
• Manage and integrate data across portfolio management systems, CRM platforms, investment reporting tools, and other technology applications.
• Maintain and enhance dashboards, reporting tools, and analytical models that improve operational efficiency and investment reporting.
• Evaluate emerging technologies, automation tools, and artificial intelligence applications, recommending and implementing approved enhancements that improve 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 enhancement of recurring and ad‑hoc reports for the investment office, investment committee, and board 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 integrity.
• Prepare analytical presentations and reporting materials that support portfolio monitoring and strategic investment discussions.

Investment Research and Analysis

• 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 projects related to portfolio construction, investment strategies, and emerging market opportunities.
• Present findings and recommendations to investment office leadership to support informed investment decisions.

Operational and Collaboration

• Lead initiatives that improve investment reporting, operational workflows, and data quality.
• 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.
• Provide guidance and technical support to interns and assist with leadership initiatives as appropriate.

Engagement and Department Support

• Represent the investment office at industry conferences, educational programs, and related meetings.
• Maintain expertise in investment technology, financial analytics, automation tools, and industry best practices.
• Identify opportunities to improve reporting, technology utilization, and analytical capabilities through continuous learning and innovation.

Position Qualifications

Education and/or Experience

Bachelor’s degree in Data Science/Analytics, Statistics, Computer Science, Mathematics, Business Analytics, Finance, Economics, or another quantitative field required.

Three to five years of progressively responsible experience in investment operations is preferred.