Investment Analytics Associate — Data & AI

Allianz; Minneapolis (MN); On-site; USD 56,000 - 94,000; Full time

Job summary

Allianz Life in Minneapolis seeks an Investment Analytics Assistant to support senior analysts and portfolio managers by researching data, identifying trends, and evaluating investment opportunities. You will build databases, run analyses, and help prepare reports to inform decisions.

The ideal candidate has 1+ years of financial industry experience, is proficient with Microsoft Excel and Power BI or similar tools, and holds a bachelor’s degree in finance, accounting, MIS, or a related field.

Qualifications

• 1+ years of experience in the financial industry or relevant internship.
• Strong analytical, quantitative and written/verbal communication skills.
• Proficiency in Microsoft Excel; experience with Power BI or other visualization tools.
• Bachelor's degree in finance, accounting, MIS, or related field.

Responsibilities

• Gathering and analyzing data from various sources to identify trends, patterns, and insights.
• Conducting research and analysis of existing investments and potential opportunities.
• Assisting senior analysts and portfolio managers with research, reports, and modeling investment strategies.
• Training to understand investment systems and general financial services knowledge.
• Providing support for ad-hoc projects and requests.
• Utilization of AI tools with a focus on structured data.

Skills

Analytical skills

Communication skills

Attention to detail

Team collaboration

Education

Bachelor's degree (finance, accounting, MIS)

Tools

Microsoft Excel

Power BI

Job description

Allianz Life in Minneapolis seeks an Investment Analytics Assistant to support senior analysts and portfolio managers by researching data, identifying trends, and evaluating investment opportunities. You will build databases, run analyses, and help prepare reports to inform decisions.

The ideal candidate has 1+ years of financial industry experience, is proficient with Microsoft Excel and Power BI or similar tools, and holds a bachelor’s degree in finance, accounting, MIS, or a related field.