Data Reporting Analyst

2 weeks ago


Boston, United States Atlantic Group Full time

We are seeking an Principal Investment Data and Analytics Specialist with experience managing investment operations for performance reporting or experience managing investment data teams, with a background in project management. This is a leadership role and will include managing a team of associates.


Responsibilities:

  • Consolidate data collection efforts across Investment Research and take ownership for timeliness and quality of governed data sets
  • Collaborate with other global functions, including Investment Research, Product Services and Data Management to agree on additional functions to onboard, and to deliver standards and metrics for monitoring
  • Oversee and own data and service provider relationships utilized by the team and ensure all SLAs are met
  • Identify process and automation improvements and develop business and/or development requirements to support project prioritization and contribute to increased team efficiency
  • Utilizing visualization tools and available or custom data sources, prototype and ultimately deliver creative and rapid solutions to facilitate regular or ad-hoc analyses
  • Facilitate the resolution of data issues between the investment team and data owners across the organization
  • Implement processes and procedures for the team and ensure adherence. Ensure procedure documentation is current and accessible
  • Manage position and transaction reconciliations for all Pooled Vehicle products, ensuring ad-hoc and periodic performance estimates and finalized reporting are fully accurate and signed-off
  • Deliver Pooled Vehicle performance reporting (including attribution) to internal teams, working directly with Compliance function to ensure all delivered materials meet disclosure requirements


Qualifications:

  • 6-10 years’ experience managing investment operations for performance reporting and/or experience managing investment data teams
  • Experience calculating investment performance and attribution across asset classes (including time-weighted returns, IRRs and PMEs)
  • Proficient understanding of investment data sets and vehicle structures, including dealing terms and fee structures in commingled and bespoke investment products
  • Prior experience managing third-party vendors or contract team resources
  • Strong problem solving skills and attention to detail
  • Technical skills such as SQL, PowerBI, Excel, Power Automate or RPA
  • MBA or progress toward CFA or CIPM is a plus


  • Boston, United States Atlantic Group Full time

    We are seeking an Principal Investment Data and Analytics Specialist with experience managing investment operations for performance reporting or experience managing investment data teams, with a background in project management. This is a leadership role and will include managing a team of associates. Responsibilities: Consolidate data collection efforts...


  • Boston, United States Atlantic Group Full time

    We are seeking an Principal Investment Data and Analytics Specialist with experience managing investment operations for performance reporting or experience managing investment data teams, with a background in project management. This is a leadership role and will include managing a team of associates.Responsibilities: Consolidate data collection efforts...


  • Boston, United States Kyyba Full time

    Responsibilities: Creates data models, reports and assessments Identifies and solves project issues Drafts evaluations; presentations Creates strategies for risk mitigation and contingency planning and project risk assessment Focuses on data integrity (past validation efforts, very large data sets) Manages complex projects from design and development to...

  • Sr People Data

    2 weeks ago


    Boston, United States SimpliSafe Wireless Home Security Full time

    We’re a high-tech home security company that’s passionate about protecting the life you’ve built and our mission of keeping Every Home Secure. And we’ve created a culture here that cares just as deeply about the career you’re building. Ours is a no ego culture of collaboration and innovation where those seeking their next challenge can find big...

  • Business Analyst

    3 days ago


    Boston, United States Ceres Group Full time

    Why join the firm: * Inclusive workplace and diverse background of employees * Growth and development opportunities * Entrepreneurial industry-leading company with a purposeful mission * Flexible work arrangements, competitive compensation and benefits * Collaborative approach, innovative and culture of integrity * Ambitious organization who strives for...


  • Boston, United States Accelon Inc Full time

    Job DescriptionJob DescriptionMetrics & Reporting Analyst II (Hybrid - Boston, Massachusetts) DescriptionOur partner seeks a self-motivated Metrics & Reporting Analyst II with 3 to 5 years of experience to work independently in a fast-paced environment.ResponsibilitiesDrive business decisions by providing quantitative and qualitative data analysis and...

  • Data Analyst

    7 days ago


    Boston, United States Polly Insurance Agency Full time

    Data Analyst Job Overview Business Insights Analyst Join a team of professionals that are out to disrupt and transform the insurance and auto retail industries. Polly is looking for a detail-oriented and analytical Business Insights Analyst to join its Acquisition Analytics team. If you’re passionate about the automotive industry and have a solid...

  • Senior Data Analyst

    3 weeks ago


    Boston, United States Grand Circle LLC Full time

    Job DescriptionJob DescriptionJob Title: Senior Data AnalystCompany: Grand Circle LLCLocation: Boston, MAJob Type: Full-time (Hybrid - 3 days in office)We are seeking a highly skilled and motivated Sr. Data Analyst to contribute to the development of cutting-edge solutions. If you are passionate about pushing the boundaries of technology and solving complex...


  • Boston, United States Binding Minds Inc. (Certified Disability Owned Business Enterprise) Full time

    Looking for a Equities Product Reporting Analyst to join our investment client which is one of world's largest independent investment management firms. If you are passionate about markets and have some experience with Equities products and reporting, this is a role for you!!Title: Equities Product Reporting AnalystDuration: 6+ Months rolling...


  • Boston, United States Binding Minds Inc. (Certified Disability Owned Business Enterprise) Full time

    Looking for a Equities Product Reporting Analyst to join our investment client which is one of world's largest independent investment management firms. If you are passionate about markets and have some experience with Equities products and reporting, this is a role for you!!Title: Equities Product Reporting AnalystDuration: 6+ Months rolling...


  • Boston, United States Diverse Lynx Full time

    ROLE TITLE IT Business Data Analyst ROLE LOCATION(S) Offshore - Overlap required until 1:00pm ET or Onshore - Boston, MA; Charlotte, NC; Colorado Springs, CO; Conshohocken, PA; Dallas, TX; Fargo, ND; Florham Park, NJ; Garden City, NY ; Houston, TX; Jacksonville, IL; Lenexa, KS; Los Angeles, CA; Lubbock, TX; Mt Juliet, TN; New York, NY; Purchase, NY;...

  • Data Analyst

    1 week ago


    Boston, United States Fidelity TalentSource Full time

    .Fidelity Brokerage is seeking a Data Analyst to become a subject matter expert on customer financial transaction data, to define and document project requirements, to provide support to operations teams, and to partner with the data governance oversight committee to implement their strategic plans. Specifically, the analyst will become an expert on the data...


  • Boston, United States Partners Healthcare System Full time

    About Us: As a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system. Founded by Brigham and Women's Hospital and Massachusetts General Hospital, Mass General Brigham supports a complete continuum of care including community and...

  • Senior Data Analyst

    4 days ago


    Boston, United States Ask It Full time

    Position: Senior Data Analyst- STRICTLY LOCALS NEEDEDLocation: Boston, MA (Candidates from Rhode Island RI, New Hampshire NH, Connecticut CT and Massachusetts can be submitted)Position Type: 12+ MonthClient: State of Massachusetts/ Department of Conservation and RecreationMode of Interview: Direct F2FPrimary Skill : Data Analysis, process flow diagraming,...

  • Data Analyst

    1 week ago


    Boston, United States Fidelity TalentSource LLC Full time

    .Fidelity Brokerage is seeking a Data Analyst to become a subject matter expert on customer financial transaction data, to define and document project requirements, to provide support to operations teams, and to partner with the data governance oversight committee to implement their strategic plans. Specifically, the analyst will become an expert on the data...

  • Data BI Analyst

    2 weeks ago


    Boston, United States Remotely Full time

    This is a remote position. Data BI Analyst (1 year experience, remote) Be part of our future! This job posting builds our talent pool for potential future openings. We'll compare your skills and experience against both current and future needs. If there's a match, we'll contact you directly. No guarantee of immediate placement, and we only consider...


  • Boston, United States Gupta Media Full time

    Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have dramatically grown our work with big brands...


  • Boston, United States BMC HealthNet Plan Full time

    Job DescriptionPosition: Health Data Analyst III (2 positions available)Location: Charlestown (Boston), MA. Report to main office in Charlestown, MA. Eligible to work remotely from anywhere in the U.S. but must work from a state the employer is legally eligible to employ: Alabama, Arizona, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana,...

  • Data Analyst III

    4 days ago


    Boston, United States Dana-Farber Cancer Institute Full time

    Monitor patient accrual and registrations for in-house protocols. Maintains clinical trial database, including collecting, and computerizing data. Designs clinical research forms for data collection. Quality control all forms pertaining to protocols, Data Analyst, Clinical Research, Analyst, Technology, Healthcare, Data


  • Boston, United States Gupta Media Full time

    Job DescriptionJob DescriptionSalary: Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have...