Data Analytics & Reporting Analyst – Data Engineering Team

Jobtailor; Boston (MA); On-site; USD 80,000 - 110,000; Full time

Job summary

Jobtailor in Boston seeks a data analytics professional to translate investment data needs into models, reports and dashboards across global teams. You will collaborate with Coverage Analysts, Research and Portfolio teams to deliver performance attribution, risk metrics and data solutions, while ensuring governance and scalable automation.

You should have 3–7 years in data analytics or quantitative development within financial services, strong Python, R and SQL skills, and experience with data

Qualifications

• 3-7 years in data analytics, quantitative development or reporting within investment management or financial services.
• Strong knowledge of investment data, portfolio analytics, performance attribution and risk.
• Degree in a quantitative field (math/statistics/CS/data science).
• Proficiency in Python, R and SQL; experience with database platforms.
• Clear communication and ability to collaborate across locations.

Responsibilities

• Partner with Coverage Analysts and investment professionals to translate analytical needs into data solutions, models and reporting.
• Source, validate and maintain investment data across platforms and databases.
• Build and maintain quantitative models, dashboards and performance attribution systems.
• Support backtesting, scenario analysis and factor-based research.
• Automate recurring analytical and reporting workflows and deliver risk metrics.

Skills

Python

R programming

SQL

Data analytics

Quantitative dev

Performance attribution

Data validation

Education

Bachelor's or Master's in quantitative field

Tools

Amazon Web Services

Microsoft Azure

Bloomberg

FactSet

Morningstar

eVestment

Aladdin

Business Intelligence Tools

Job description

• Partner with Coverage Analysts, Investment Strategy & Research and Multi-Manager Solutions professionals to understand analytical needs and translate them into data solutions, models and reporting
• Participate in research discussions and project planning aligned with investment oversight, research, portfolio construction and manager selection priorities
• Source, validate and maintain investment data across platforms and databases
• Build, maintain and enhance quantitative models, analytical tools and performance attribution systems
• Support backtesting, scenario analysis and factor-based research
• Automate recurring analytical and reporting workflows
• Deliver performance reports, risk metrics and strategy dashboards
• Design and maintain dashboards and data visualisations for investment professionals
• Apply model governance practices, including documentation, version control and validation protocols
• Evaluate new technologies and methodologies, including artificial intelligence and machine learning
• Support product development and market research through data analysis and quantitative modelling
• Collaborate with Enterprise Technology, Information Technology and Investment Risk Management teams on technology enhancements, platform development and analytical needs
• Coordinate with colleagues across Boston, New York, London and India

Requirements

• 3-7 years of experience in data analytics, quantitative development or reporting within investment management or financial services
• Strong knowledge of investment data, portfolio analytics, performance attribution and risk
• Bachelor's or Master's degree in mathematics, statistics, computer science, data science or a related quantitative field
• Advanced proficiency in Python, R and Structured Query Language (SQL)
• Experience using database platforms
• Strong communication skills, with the ability to explain complex concepts clearly to technical and non-technical audiences
• Ability to collaborate across functions and locations
• Ability to manage multiple priorities and deliver high-quality work to deadlines
• Initiative, intellectual curiosity and a practical problem-solving mindset
• Valid U.S. work authorization that does not now or in the future require visa sponsorship
• Professional certification such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) is preferred
• Experience with cloud platforms such as Amazon Web Services or Microsoft Azure, big data technologies or business intelligence tools is preferred
• Experience with investment data platforms such as Bloomberg, FactSet, Morningstar, eVestment or Aladdin is preferred
• Background in investment consulting, multi-manager investing or investment operations is preferred

Core Competencies

Demonstrates expertise in data analytics and quantitative modeling within investment management, utilizing advanced skills in Python, R, and SQL to deliver actionable insights and performance reports. Strong collaboration and communication abilities facilitate effective partnerships across diverse teams and locations.

Highest-signal resume keywords

• Data Analytics
• Quantitative Development
• Performance Attribution
• Python Programming
• Investment Data Platforms

ATS Optimization Keywords

Hard Skills

• Data Analytics
• Quantitative Development
• Performance Attribution
• Python Programming
• R Programming
• Structured Query Language (SQL)
• Data Validation
• Model Governance
• Backtesting
• Scenario Analysis

Soft Skills

• Strong Communication Skills
• Collaboration
• Problem-Solving Mindset
• Intellectual Curiosity
• Ability to Manage Multiple Priorities

Certifications & Qualifications

• Chartered Financial Analyst (CFA)
• Financial Risk Manager (FRM)

Industry Keywords

• Investment Management
• Financial Services
• Portfolio Analytics
• Investment Consulting
• Multi-Manager Investing
• Investment Operations
• Risk Metrics
• Data Solutions
• Performance Reports
• Market Research

Tools & Technologies

• Amazon Web Services
• Microsoft Azure
• Bloomberg
• FactSet
• Morningstar
• EVestment
• Aladdin
• Business Intelligence Tools
• Big Data Technologies
• Analytical Tools