Investment Data Analyst

The Hartford; Wayne (PA); On-site; USD 70,000 - 90,000; Full time

Job summary

An insurance company in Wayne, Pennsylvania, is seeking a Data Analyst to drive data automation and standardization within the Investment Management Group. The role requires a Bachelor's degree in a relevant field, strong data visualization skills, and excellent communication abilities. Responsibilities include maintaining reporting functions, managing data processes, and producing performance reports. Competitive salary range of $70,000 to $90,000 annually along with additional compensation components is offered.

Qualifications

• Bachelor’s degree required in a related field.
• Experience with data visualization tools is necessary.
• Proficiency in Microsoft Excel and familiarity with Visual Basic is a plus.

Responsibilities

• Maintain and enhance existing reporting functions.
• Serve as data steward for the Data Warehouse.
• Work with IT to manage data processes among software vendors.

Skills

Data visualization tools (Tableau, PowerBI)

Microsoft Excel

Communication skills

Organizational skills

Problem-solving skills

Scripting languages (R, Python, SQL, SAS)

Education

Bachelor’s Degree in Finance, Business Analytics, Statistics, Mathematics, or Computer Science

Tools

Microsoft Office

Data Warehouse

Job description

Data Analyst - 87IB6E

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.

Overview

The primary duties of the Investment Data Analyst is to drive and enhance data automation within Hartford Funds Investment Management Group. The Investment Analyst must achieve and maintain an expert knowledge of the firm’s product line and the Asset Management Industry. The successful candidate will possess the capacity to leverage a deep industry knowledge with a strong analytical background. The role will focus on centralizing all consumable data required by the team, which will contribute to maintaining a high level of data consistency and accuracy across the team and firm. In addition, the candidate should be a nimble learner who continuously seeks process enhancements.

Responsibilities

• Maintain and enhance existing reporting functions by leveraging the in-house Data Warehouse and AI tools where applicable
• Serve as the Investment Management Group data steward for the Data Warehouse
• Serve as the main point of contact for standardizing and automating reporting across the team
• Handle data requests from within and outside of the team including support of sales, marketing, and senior leadership
• Work with IT to ensure a high level of quality for internal and external data
• Work with IT to manage data processes among software vendors, internal data warehouse, and data providers
• Oversee the maintenance and ongoing development of the Investment Research Library (SharePoint)
• Produce and maintain Performance and Performance Attribution reports
• Assist in preparing and manipulating data sets for potential file feed transmissions through AI

Qualifications

• Bachelor’s Degree in Finance, Business Analytics, Statistics, Mathematics, or Computer Science required
• Flexible and able to accept, create and manage change
• Ability to work well independently and within a team
• An eagerness to identify and implement process improvement opportunities
• Interest in creative resolutions to complex assignments
• Excellent communication skills
• Strong organizational and prioritization skills
• Experience with data visualization tools such as Tableau or PowerBI
• Proficient in Microsoft Office, specifically Excel. Visual Basic (VBA) experience a plus
• Working knowledge of Morningstar, Lipper, Bloomberg or Factset an advantage
• Experience working with structured data using a modern scripting language, preferably R, Python, SQL or SAS.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short‑term or annual bonuses, long‑term incentives, and on‑the‑spot recognition. The annualized base pay range for this role is: $70,000 - $90,000

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age