Strategic Investment Data Analyst

Venerable; Pennsylvania; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Venerable is seeking an Investment Data Senior Analyst to advance our investment data, reporting, and technology capabilities in a hybrid role based in West Chester, PA. You will design scalable data processes, build reports and dashboards, and partner with Investment Management, Risk, Operations, and Finance teams to support decision-making.

The ideal candidate has 5+ years in financial services with investment data experience, strong SQL and Excel skills, and a background in data governance

Qualifications

• 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.

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.

Skills

SQL

Data modeling

Data governance

Excel

Python

UAT

Investment data management

Education

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

Tools

Power BI

AWS

Aladdin/FactSet

Job description

Venerable is seeking an Investment Data Senior Analyst to advance our investment data, reporting, and technology capabilities in a hybrid role based in West Chester, PA. You will design scalable data processes, build reports and dashboards, and partner with Investment Management, Risk, Operations, and Finance teams to support decision-making.

The ideal candidate has 5+ years in financial services with investment data experience, strong SQL and Excel skills, and a background in data governance