Senior Investment Analytics & BI Lead

Clearwater Analytics; Chicago (IL); On-site; USD 95,000 - 135,000; Full time

Job summary

Clearwater Analytics is seeking a Technical Data Analyst to leverage BI and reporting expertise to build dashboards and reports that clients rely on for investment portfolio information.

You will partner with clients, investment teams, and project management to translate requirements into timely, accurate deliverables, while improving data quality across sources. The role emphasizes self-service analytics and scalable data pipelines to support reliable insights.

Qualifications

• Bachelor's degree in data analytics, statistics, accounting, finance, computer science, or related discipline.
• 5+ years of relevant experience in business intelligence, financial/investment reporting, data analytics, and visualization.
• Hands-on experience with SQL and NoSQL databases.
• Experience with data integration and ETL (extract, transform, load) processes.
• Experience with data visualization tools such as Tableau, Power BI, or D3.js.

Responsibilities

• Design, build, and maintain the BI dashboards and reports our clients and their end users use for investor and portfolio reporting.
• Produce accurate, timely investment and financial reporting—including performance, portfolio, and ad hoc analytics—tailored to client and end-user needs.
• Develop data visualizations and self-service BI tools that make complex investment data clear and actionable for clients and their end users.
• Analyze investment and financial data, delivering insightful reports and commentary on outcomes, trends, and performance drivers.
• Partner with clients, investment teams, and project management to gather reporting requirements and translate them into client-ready deliverables.
• Combine data from multiple sources into comprehensive, reconciled datasets that support reliable reporting and analytics.
• Build and maintain the data systems and pipelines that feed BI and reporting solutions.
• Continuously improve data quality, reporting accuracy, and reliability to uphold the highest standards.

Skills

Power BI

Tableau

Looker

SQL

Python

Data visualization

Data analysis

Microsoft Excel

Education

Bachelor’s degree in data analytics related field

Tools

ETL tools

D3.js

AWS

GCP

Azure

Job description

Clearwater Analytics is seeking a Technical Data Analyst to leverage BI and reporting expertise to build dashboards and reports that clients rely on for investment portfolio information.

You will partner with clients, investment teams, and project management to translate requirements into timely, accurate deliverables, while improving data quality across sources. The role emphasizes self-service analytics and scalable data pipelines to support reliable insights.