Senior Investment Data Analytics Lead

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

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.