Quantitative Analyst I

Advisor Group Inc.; Scottsdale (AZ); Hybrid; USD 58,000 - 77,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k with match

Paid time away

Volunteer days

Job summary

Osaic is seeking a curious, detail-oriented Quantitative Analyst I to join the Quantitative Analytics team in Scottsdale. This full-time role supports enterprise reporting, data analysis, and insight generation to measure and manage performance.

As a junior analyst, you will learn analytical frameworks and contribute to meaningful projects alongside senior teammates. The position requires a Bachelor’s degree in economics, statistics, data science, or computer science, 1–3 years in analytics, and

Qualifications

• 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.
• Familiarity with data tools such as SQL, Excel, Python, R, Power BI, or similar.
• Strong attention to detail and commitment to accuracy in data handling and reporting.
• Effective written and verbal communication skills.
• Eagerness to learn and grow within a collaborative team environment.

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.

Skills

Analytics experience

Data analysis

Attention to detail

Communication skills

Learning mindset

Education

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

Tools

SQL

Excel

Python

R

Power BI

Job description

Osaic Careers 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 - $77,000 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