Investment Analytics Associate — AI-Driven Research

Allianz Commercial; Minnesota; On-site; USD 56,000 - 94,000; Full time

Job summary

Allianz Life seeks a motivated Investment Analytics Assistant to support senior analysts and portfolio managers in researching and analyzing investments and opportunities. You will develop databases, run analyses, and help model investment strategies under supervision.

You should bring 1+ years in financial services, strong quantitative skills, proficiency in Excel and Power BI, and a finance-related degree. This role emphasizes independent work and collaboration within a fast-paced team.

Qualifications

• 1+ years of experience in the financial industry or relevant internship/work experience.
• Proficient in Microsoft Excel; experience with Power BI or other data visualization tools.
• Bachelor's degree in finance, accounting, MIS, or related field.
• Ability to work independently and as part of a team.

Responsibilities

• Gathering and analyzing data from various sources to identify trends, patterns, and insights; develop databases and tools to support data analysis and reporting.
• Conducting research and analysis of financial data and economic trends on existing investments and potential opportunities.
• Assist senior analysts and portfolio managers in research, reports, and modeling investment strategies.
• Training to understand investment systems, flow, and general financial services knowledge.
• Provide support for ad-hoc projects and requests as needed.

Skills

Analytical thinking

Quantitative skills

Attention to detail

Communication

Teamwork

Curiosity

Education

Bachelor's degree in finance, accounting, MIS, or related field

Tools

Microsoft Excel

Power BI

Job description

Allianz Life seeks a motivated Investment Analytics Assistant to support senior analysts and portfolio managers in researching and analyzing investments and opportunities. You will develop databases, run analyses, and help model investment strategies under supervision.

You should bring 1+ years in financial services, strong quantitative skills, proficiency in Excel and Power BI, and a finance-related degree. This role emphasizes independent work and collaboration within a fast-paced team.