Senior Investment Data Analyst

Venerable; Glenloch (PA); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Venerable is seeking an Investment Data Senior Analyst to advance investment data, reporting, and technology capabilities. You will design, deploy, and support data-driven solutions across the investment data lifecycle, ensuring high quality, scalable processes and governance.

The role sits in the Investments, Derivatives, and Risk Operations team within Risk. The position is hybrid (3 days in the West Chester, PA office; 2 days remote) with competitive compensation and generous PTO.

Qualifications

• 5+ years of experience in financial services, including direct investment data management and solution design.
• Ability to design and optimize business processes and tools to improve workflow efficiency and mitigate risk.
• Proficiency in SQL, with experience handling large datasets and database design.
• Experience supporting product management processes including requirements gathering and UAT.
• Experience with data transmission, loading, reconciliation, reporting, and downstream integration.
• Advanced Microsoft Excel skills (complex formulas, pivot tables, data analysis).
• Familiarity with investment instruments and financial markets, especially fixed income and risk analytics.

Responsibilities

• Monitor and troubleshoot data flows from internal and external sources; resolve data exceptions and discrepancies; perform root cause analysis and implement improvements.
• Design and implement scalable investment data processes including ingestion, pipelines, validation, transformation, reconciliation, and downstream integrations.
• Support evolution of investment data solutions through requirements gathering, testing, production support, and issue resolution.
• Participate in product planning and roadmap discussions to align data capabilities with business objectives.
• Develop and maintain reports and dashboards to support oversight, financial modeling, risk analysis, and decision-making.
• Identify opportunities to apply technology, automation, and process redesign to reduce manual effort and improve scalability.
• Serve as a subject matter expert on investment data processes and systems; guide team members and stakeholders.
• Collaborate with cross-functional teams (Investment Management, Risk, Operations, Accounting, Treasury, Audit, Tech) and external vendors.

Skills

SQL

Microsoft Excel

Power BI

Python

Analytical thinking

Education

Bachelor's degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science

Tools

Power BI

SQL

Job description

The Investment Data Senior Analyst will play a critical role in advancing Venerable's investment data, reporting, and technology capabilities. This position combines investment data expertise with strong analytical and technical skills to design, enhance, and support data-driven solutions that improve scalability, efficiency, and decision-making. Investment data encompasses the full spectrum of information supporting the investment lifecycle, including security reference data, positions, transactions, valuations, risk analytics, and related reporting data. The analyst will work across investment data management, databases, reporting, automation, governance, and operational workflows to deliver high-quality solutions that support business objectives. This position resides within the Investments, Derivatives, and Risk Operations team in Venerable’s Risk department.

Venerable is currently working in a hybrid work model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office.

Please note this position is not eligible to consider candidates who require current or future visa sponsorship or visa transfer to maintain US work authorization.

Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate’s skills and experience or otherwise conflict with Venerable’s hiring policies.

Competitive Compensation, Benefits, Current Hybrid Work Schedule and a Generous PTO Package!

Primary Responsibilities

• Monitor and troubleshoot data flows from internal and external sources, investigate and resolve investment data exceptions and discrepancies, perform root cause analysis, and implement improvements to strengthen data quality and operational efficiency.
• Design and implement scalable investment data processes, including data ingestion, pipelines, validation, transformation, reconciliation, and downstream integrations, with a focus on data quality, operational efficiency, and support for analysis and reporting.
• Support the evolution of investment data solutions through requirements gathering, testing, production support, and issue resolution.
• Participate in product planning and roadmap discussions to align data capabilities with business objectives.
• Develop and maintain reports and dashboards to support oversight, financial modeling, risk analysis, and strategic decision-making.
• Identify opportunities to apply technology, automation, and process redesign to reduce manual effort, improve timeliness, enhance controls, and support future scalability.
• Serve as a subject matter expert on investment data processes and systems, providing guidance to team members, stakeholders, and project partners.
• Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives.
• Advance investment data governance by maintaining data dictionaries, metadata, and process documentation to promote consistency, transparency, and reusability.

The candidate must possess the following skills and experiences

• 5+ years of experience in financial services, including direct experience with investment data management and solution design.
• Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk.
• Proficiency in SQL, with a strong preference for experience working with large datasets and database design.
• Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT).
• Experience with data transmission, loading, reconciliation, reporting, and downstream integration.
• Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools.
• Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics.
• Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field.
• Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail.
• Ability to work independently and collaboratively in a cross-functional, fast-paced environment.
• Ability to manage competing priorities and meet deadlines.

The following are preferred skills and qualifications

• Experience with data pipeline architecture, data warehousing, cloud platforms, or modern data environments, particularly Amazon Web Services, or similar platforms.
• Experience with data visualization and reporting tools, particularly Power BI.
• Programming experience in Python, R, or similar languages.
• Experience with analytics, risk, investment accounting, or investment management platforms such as Blackrock Aladdin, Factset, Clearwater, or similar systems.
• Familiarity with Agile methodologies and product ownership concepts.
• Experience documenting data definitions, business rules, data mappings, metadata, lineage, controls, and process documentation.
• CFA designation, progress toward the CFA, or other relevant finance, data, cloud, or technology certification.

Venerable Values

Every position at Venerable has responsibility for living out the company's values as described here: We are Courageous - We think critically, ask "why?" and seek out creative solutions. We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking. We are Connected - We are connected to each other, our customers and our community.

We are committed to dismantling and eliminating systemic racism and invested in ensuring change is constantly evolving. As an organization, Venerable stands by our core values and consistently works to sustain an equitable environment where diverse perspectives and backgrounds are core to ensuring organizational success.

Our Equity, Diversity, and Inclusion program involves colleagues from throughout our organization and is focused on five core topics to drive change - Education and Perspective Seeking, Training, Investments, Volunteerism, and Human Resource Practices. We are also proud members of CEO Action for Diversity & Inclusion, participants in supporting events in the communities in which we operate, and contributors to the Society of Black Actuaries and Federation of Iowa Insurers Race and Insurance working group.

Founded in 2018, Venerable owns and manages legacy annuity business acquired from other entities. Created by an investor group led by affiliates of Apollo Global Management, LLC, Crestview Partners, Reverence Capital Partners, and Athene Holdings, Ltd. Venerable is a business with well-established, strategic investors, experienced in successfully building and growing insurance businesses with patient, long-term capital. We provide innovative risk transfer solutions to companies with variable annuity blocks who seek to rebuild a secure financial future. We will be the answer for companies focused on long term prosperity. Together, we are visionaries. We embrace change, overcome challenges and act like owners. We inspire, support and empower one another. We thrive on trust, decisiveness and transparency. We are committed to dismantling and eliminating systemic racism and invested in ensuring change is constantly evolving. As an organization, Venerable stands by our core values and consistently works to sustain an equitable environment where diverse perspectives and backgrounds are core to ensuring organizational success. Our Equity, Diversity, and Inclusion program involves colleagues from throughout our organization and is focused on five core topics to drive change - Education and Perspective Seeking, Training, Investments, Volunteerism, and Human Resource Practices. We are also proud members of CEO Action for Diversity & Inclusion, participants in supporting events in the communities in which we operate, and contributors to the Society of Black Actuaries and Federation of Iowa Insurers Race and Insurance working group.