Data Reporting Analyst

3 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


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