Quantitative Analyst I

Advisor Group; Scottsdale (AZ); Hybrid; USD 58,000 - 63,000; Full time

Benefits offered by this job

Health, vision, and dental insurance

401(k)

Paid time away

Volunteer days

Job summary

Osaic in Scottsdale is hiring a Quantitative Analyst I to support enterprise reporting and data analytics. You will learn analytical frameworks, build core skills, and contribute to meaningful projects in a collaborative, growth-oriented environment.

Responsibilities include AI-assisted workflows, data cleaning, validation and analysis, translating data into clear summaries for Finance and business partners. This is a hybrid in-office role with strong learning opportunities.

Qualifications

• Bachelor’s degree in economics, statistics, data science, computer science or related field preferred
• Equivalent combination of education and relevant experience will be considered

Responsibilities

• Apply AI-assisted workflows to improve efficiency and automate repetitive tasks under guidance of senior team members
• Conduct data gathering, cleaning, validation and exploratory analysis to support team projects
• Learn and apply team standards for data quality, documentation and analytical rigor
• Collaborate with team to translate data into clear summaries for stakeholders
• Contribute to ad hoc analyses and data requests from Finance and business partners
• Support QA and testing of analytical outputs before delivery

Skills

SQL

Excel

Python

R

Power BI

Data analytics

Education

Bachelor's degree in economics, statistics, data science, computer science or related field

Tools

SQL

Excel

Python

R

Power BI

Job description

Corporate Finance Opportunity in Financial Services

Quantitative Analyst I

Location(s):

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $57,750 - $63,000 per year + annual performance based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

We are looking for a curious, detail-oriented analyst to join the Quantitative Analytics team! This role supports enterprise reporting, data analysis and insight generation that helps the firm measure and manage performance. As a junior analyst, you will work closely with senior team members to learn analytical frameworks, build foundational technical skills, and contribute to meaningful projects. This is an individual contributor role focused on growth, execution and learning.

Education Requirements:

• Bachelor’s degree in economics, statistics, data science, computer science or a related field preferred
• Equivalent combination of education and relevant experience will be considered

Responsibilities:

• Apply AI-assisted workflows to improve efficiency, automate repetitive tasks and accelerate insight generation under the guidance of senior team members.
• Conduct data gathering, cleaning, validation and exploratory analysis to support team projects
• Learn and apply team standards for data quality, documentation and analytical rigor
• Collaborate with team members to understand business context and translate data into clear summaries
• Contribute to ad hoc analyses and data requests from Finance and business partners
• Proactively seek feedback, ask questions and develop domain knowledge in finance and analytics
• Support quality assurance and testing of analytical outputs before delivery to stakeholders
• Leverage approved generative AI tools (e.g., Microsoft Copilot, ChatGPT, Claude and similar platforms) to enhance productivity in data analysis, documentation, research, coding and reporting activities while adhering to company data security and governance standards.

Basic Requirements:

• 1–3 years of experience in analytics, business intelligence, data science or a related quantitative field
• Foundational knowledge of data analysis concepts, statistics and problem-solving approaches
• Familiarity with data tools such as SQL, Excel, Python, R, Power BI or similar platforms
• Strong attention to detail and commitment to accuracy in data handling and reporting
• Effective written and verbal communication skills
• Eagerness to learn, take direction and grow within a collaborative team environment
• Ability to manage time effectively and deliver work on schedule with appropriate guidance

Preferred Requirements:

• Exposure to financial services, wealth management or regulated industry environments
• Familiarity with data warehousing concepts, cloud platforms (e.g., Snowflake) or BI tools
• Coursework or project experience in statistical modeling, machine learning or data visualization
• Interest in automation, process improvement and scalable analytical solutions

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.