Investment Data Analyst
The Investment Data Analyst at Confidential Client is responsible for delivering high-quality data to support SAI-led products and functions, playing a key role in shaping data strategies aligned with business goals. This role involves developing repeatable data processes, recommending automation solutions, and collaborating with business and technology teams to support investment management initiatives and reporting needs. The position requires a proactive individual with experience in data querying, visualization, and a foundational understanding of investment products and AI/ML concepts.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Technology, Information and Internet.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is seeking an Investment Data Analyst to help build and operate high-quality data capabilities supporting SAI-led products and functions. You will work on data sourcing, aggregation, quality controls, and distribution pipelines that enable reporting and analytics for investment teams.
- Develop and implement repeatable processes for data sourcing, aggregation, validation, and distribution
- Build and document data pipelines and quality checks to support production reporting
- Research and recommend automation and scalable solutions for data ingestion and distribution
- Partner with business and technology stakeholders to define project plans, milestones, and success criteria
- Support ad-hoc reports, data investigations, and root-cause analysis for data issues
- Monitor, triage, and govern data issues; coordinate remediation with internal teams and external vendors
- Contribute to data strategy discussions that inform product and operational decisions
Minimum Qualifications
- Bachelor’s degree completed or in progress
- 2+ years working in a data-intensive environment (investment management, financial services, or technology preferred)
- Practical experience querying and manipulating data using SQL or similar tools (TOAD, etc.)
- Familiarity with reporting and visualization tools such as Tableau, Spotfire, or Alteryx
- Strong Excel skills and comfort preparing presentations in PowerPoint
- Basic understanding of asset allocation products and risk-related concepts
- Ability to manage multiple tasks, prioritize work, and communicate effectively with technical and non-technical stakeholders
Preferred Skills
- Familiarity with Python, R, or Scala for data analysis
- Basic understanding of AI/ML concepts and how they apply to data pipelines or analytics
- Experience with data governance, metadata management, or vendor data integrations
- Prior exposure to investment data models, reference data, and portfolio analytics
Compensation & Benefits
- Base salary range (provided by source): $80,000 - $153,000 per year
- Benefits may include: annual bonus opportunities, retirement contributions, comprehensive healthcare, parental leave, tuition assistance, wellness programs, and professional development offerings
- Note: Benefits and bonus structure are administered by the hiring organization (Confidential Client)
Additional Details
- Employment type: Full-time
- Seniority level: Entry level / Early-career
- Location: Greenwood Village, CO (on-site or as specified by the client’s local policy)
- Visa & sponsorship: Public filings referenced in the original posting reflect prior visa activity; these public filings are informational only and do not guarantee sponsorship. Confidential Client will follow applicable immigration and employment laws.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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