Quantitative Analyst II

Osaic Wealth, Inc.; Scottsdale (AZ); Hybrid; USD 71,000 - 87,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic Wealth, Inc. in Scottsdale, AZ is seeking a Quantitative Analyst II to join as a full-time, hybrid role. Expect 4 in-office days/week with a base salary of $70,500 to $87,000 plus an annual performance bonus. Strong data, analytics, and BI skills are essential to drive advisor and firm insights.

You will own high-visibility reporting, work with executives, and leverage AI-enabled tools to improve efficiency and outcomes across the business.

Qualifications

• Master’s degree preferred or a bachelor’s in a quantitative field is required.
• 0–3 years of data/analytical problem-solving experience is expected.
• Experience with AI-assisted development tools is desirable.

Responsibilities

• Develop scalable performance views that explain changes and drivers.
• Improve reporting workflows, data latency, and automation with AI tools.
• Investigate performance drivers across advisor economics and initiatives.
• Translate analyses into concise business recommendations for leadership.
• Partner with cross-functional teams to align definitions and results.

Skills

Analytical thinking

Data visualization

Communication skills

Problem solving

Presentation skills

Team collaboration

Education

Bachelor’s degree in quantitative field

Master’s degree preferred

Tools

SQL

SAS

Python

R

Power BI

Job description

Corporate Finance Opportunity in Financial Services

Quantitative Analyst II

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: $70,500 - $87,000 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:

Bring your analytical curiosity to meaningful work at Osaic, where innovation helps financial

professionals better serve their clients. Help advance our north star of becoming the #1 firm in advisor

satisfaction.

Quantitative Analytics is a key business partner across the firm, connecting data, financial insight and

advisor feedback to practical decisions. You will work closely with business leaders to understand

what drives performance, identify opportunities to improve the advisor experience and turn complex

questions into clear recommendations.

You will own high-visibility reporting and analysis and have the opportunity to make a meaningful

impact on how Osaic invests, improves services and supports independent advisors. Bring ideas,

strengthen our analytical approach and use automation and AI-enabled tools to make insight more

timely and useful.

Education Requirements:

• Master’s Degree in a quantitative discipline preferred, bachelor’s degree from accredited university in a quantitative discipline (e.g., Data Science/Analytics, Mathematics, Statistics, Physics, Engineering, Economics, Finance, or related field) required.

Responsibilities:

• Develop clear, scalable views of performance that explain what changed, where it changed, and the factors driving the result
• Continuously improve reporting workflows, data latency, analytical depth, and stakeholder deliverables by applying automation and the latest AI-enabled tools
• Investigate performance drivers and business initiatives across advisor and practice economics, including recruiting, retention and cost to serve, to inform investment, pricing and service decisions.
• Synthesize structured and unstructured analysis into concise explanations of performance drivers, implications, and recommended next steps
• Partner with business, finance, product, marketing, and data teams to align definitions, validate results, and connect performance trends to business activity
• Present findings to senior executives and other stakeholders, responding confidently to follow-up questions and translating technical analysis into business-relevant insights
• Maintain a rigorous controls environment to ensure reporting and analysis are accurate, timely, well-documented, and reproducible

Basic Requirements:

• 0–3 years of experience using data and analytical methods to solve complex business problems and explain performance outcomes.
• 0–3 years of experience using SQL and at least one of the following: SAS, Python, or R.
• Demonstrated experience using AI-assisted development tools (e.g., GitHub Copilot or similar) to accelerate analysis and code development
• Experience building, automating, and maintaining recurring reporting with strong attention to data quality, controls, and reproducibility
• Strong analytical judgment and intellectual curiosity, including the ability to move from an open-ended question to a structured approach and defensible conclusion
• Experience using data visualization techniques to communicate trends, comparisons, and performance drivers clearly
• Strong written and verbal communication and presentation skills, with the ability to communicate clearly with senior executives and cross-functional partners
• Strong organization and prioritization skills, with the ability to deliver recurring reporting on schedule while advancing ad hoc analyses and workflow improvements

Preferred Requirements:

• Familiarity with contribution margin, cost allocation, discounted cash flow, internal rate of return or recruiting and retention economics.

• Familiarity with interpreting profit and loss (P&L) statements and the independent financial advisor business model, including revenue sources, expense drivers and the relationship between advisor economics and firm performance.

• Familiarity with customer experience analysis and Voice of the Customer (VoC) methods, including Net Promoter Score (NPS), customer satisfaction (CSAT), survey design and interpretation, and statistical considerations such as sample size, sampling variability and response bias.

• Experience supporting executive-level reporting or business reviews in a fast-paced, highly visible environment

• Demonstrated ability to identify meaningful performance drivers across products, channels, customer segments, geographies, or initiatives

• Strong relationship-building skills and comfort partnering with business, finance, product, marketing, and data stakeholders

• Experience with Power BI or a comparable business intelligence and visualization platform

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.