Investment Data Analyst (Hybrid/Full Remote)

Oliver James Associates Ltd.; New York (NY); Remote; USD 80,000 - 120,000; Full time

Job summary

A leading insurance company is seeking a forward-thinking Investment Analyst to join their dynamic investment team. This role involves developing investment data architecture, creating robust analytics solutions, and fostering collaboration between various teams within the organization. Ideal candidates should have strong programming skills and a solid background in investment data and analytics.

Qualifications

• 5+ years of experience in investment/finance end-to-end system architecture.
• Ability to develop and manage interactive dashboards.
• Collaborative skills with front office and operations teams.

Responsibilities

• Develop and support investment data architecture.
• Create analytics solutions for investment management functions.
• Collaborate with investment teams for functionality delivery.

Skills

Investment data & analytics

Problem-solving

Communication

Programming in MS SQL

Understanding of capital markets

Understanding of liability-driven investing

Tools

MS SQL

Python

R

MATLAB

C++

Job description

Leading insurance company is seeking a forward-thinking Investment Analyst to join their dynamic investment team. This is a high-impact role that goes beyond traditional analysis - blending data management, investment analytics, program management, digital product design, quantitative sciences and fostering collaboration between investment subject matter experts and technologists.

Role & Responsibilities:

• Develop and support the investment data architecture, building and maintaining an end-to-end process that results in a trusted gold copy investment data platform.
• Develop analytics and solutions that are accurate, robust, and scalable in support of the investment management function: investment reporting, portfolio construction, asset-liability management, hedging, portfolio and manager performance measurement, compliance.Develop analytics and the applications for interacting with those analytics.
• Develop and manage interactive dashboards and other tools for higher-level portfolio monitoring and decision-making.
• Develop analytic methods and tools to aggregate and assess detailed risk exposures across assets, portfolios, entities, and managers, including look-through analysis for funds and other structured assets; and for uncovering correlated risks
• Identify and integrate vendor tools to support investment analytics and decision-making (e.g., Aladdin, Intex, TREPP)
• Develop automation tools to support timely and accurate data and information flow from vendors and external partners, including error detection and correction.
• Collaborate with Investment teams in both Front Office and Operations, and other business units where applicable to develop specifications and deliver functionality

Key Skills:

• Outstanding background in investment data & analytics
• 5+ years. of development experience supporting investment/finance end to end system architecture.
• Programming expertise in MS SQL. (Python, R, MATLAB, C++ a plus)
• Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts
• Creativity and strong problem-solving skills
• Ability to work independently and in a highly collaborative team environment.
• Understanding of capital markets and capital markets products
• Understanding liability-driven investing (especially insurance liabilities) is a plus.
• Awareness / understanding of various risk and risk capital frameworks.

This is a permanent position that offers a dynamic work environment where strategic and analytical skills are at the forefront of operational success in asset management. Join a forward-thinking team that values innovation and insightful analysis in one of the most pivotal sectors of the financial industry.