Sr Investment Data Analyst

Location: 3 Days a week onsite In Milwaukee (Preference) or CLT

Position: Sr Investment Data Analyst

Salary: $160,000-$190,000/yr

Date: ASAP

Interview Process: 2 rounds

Job Description:

Insight Global is seeking a highly experienced and motivated Senior Analyst – Investment Data & Operations to lead and optimize one of their top financial clients investment data operations. In this critical role, you will be responsible for ensuring the accuracy, completeness, and timeliness of our investment data, while also driving process improvements. They should have a proven track record in the investment management industry to lead and optimize their data quality and operational efficiency. This individual should possess strong analytical and problem-solving skills, advanced data manipulation expertise, and a deep understanding of investment data domains and workflows. This will be a Hybrid position onsite in Milwaukee or Charlottee 4 days week. Compensation ranges between $160/yr-$190/yr. Some additional responsibilities are below.

Responsibilities:

• Data Quality Leadership:
• Develop and implement comprehensive data quality frameworks, standards, and procedures across all investment data domains.
• Oversee data quality monitoring and validation processes, ensuring timely identification and resolution of data discrepancies.
• Lead root cause analysis of data issues and implement corrective actions to prevent recurrence.
• Establish and track key data quality metrics, reporting on data quality performance to senior management.
• Data Operations Optimization:
• Analyze existing data operations workflows and identify opportunities for automation, efficiency improvements, and risk mitigation.
• Implement process improvements and best practices to streamline data acquisition, processing, and distribution.
• Evaluate and recommend new data management tools and technologies to enhance operational efficiency and data quality.
• Investment Data Expertise:
• Maintain a deep understanding of investment data domains, including market data, security master data, portfolio holdings, transactions, and performance data.
• Stay abreast of industry best practices and regulatory requirements related to investment data management.

Must Haves:

• 10 years of experience in a data operations or data analysis role within the investment management industry.
• Proven track record of leading and mentoring teams.
• Strong understanding of financial instruments, investment management workflows, and data governance principles.
• Advanced proficiency in SQL and data manipulation tools (e.g., Python, R).
• Experience with data quality tools, data lineage tracking, and metadata management.
• Excellent analytical, problem-solving, and communication skills.
• Strong attention to detail, accuracy, and ability to work under pressure.

Compensation

$160,000 to $190,000 per year annual salary

Exact compensation may vary based on several factors, including skills, experience, and education.

[Benefit language should be provided by the client since this is for a perm position- if they do not provide it upon our request, we can insert something super generic like "Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law."