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Investment Data Specialist

2 months ago

Portsmouth, United States Prime Buchholz Full time
Job DescriptionJob DescriptionDescription:

The Job

The Information Group is an evolving department tasked with centralizing vital data relied upon by all teams at the firm. As an essential part of the Information Group, the Investment Data Specialist is responsible for aggregating and reporting investment manager and market data while maintaining accuracy and data integrity. Each Investment Data Specialist works with team members across asset classes to fulfill information and reporting needs. They also handle additional general team responsibilities.


The Investment Data Specialists have exposure to many technology platforms. These platforms enable Investment Data Specialists to make meaningful contributions toward team goals and to help drive a deeper understanding of investment firms and strategies.


What You'll Do

  • Aggregate investment holdings, data statistics, and other key data points and documents from investment managers and other external data providers
  • Maintain data integrity by owning quality control procedures for information received by investment managers and tracked in internal systems
  • Maintain relationships with internal investment teams and external investment management firms
  • Serve as a point of contact for investment data-related questions
  • Evaluate data for possible trends and risks, and communicate as needed to the appropriate Analysts or departments
  • Identify opportunities to increase efficiency or leverage data and tools to uncover opportunities to improve data accessibility throughout the Firm
  • Fulfill time-sensitive data requests and manage competing deadlines while providing a high degree of support to internal stakeholders
  • Complete all work within the guidelines of the firm and departmental policies
  • Respond to ad hoc requests from other analysts based on fluctuating deadlines for client deliverables
  • Assist with general Information Systems projects and other job-related duties as assigned

What You'll Bring

  • Bachelor’s degree in finance or business-related field, or equivalent industry experience
  • Knowledge of the financial service industry and/or investment industry preferred
  • Flexible, team-player approach, effective time-management skills, and the ability to multi-task while staying organized and accurate
  • Commitment, dependability, and respect for other employees demonstrated by regular attendance, punctuality, and adherence to agreed-upon schedule of availability
  • Intermediate-to-advanced experience with Microsoft Office products; proficiency in Excel
  • Strong attention to detail, strict adherence to deadlines, and advanced problem-solving skills consistently
  • Strong verbal and written communication skills
  • Experience with FactSet, eVestment, PARis, or Tableau is considered a plus

What We Offer


At Prime Buchholz, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary and annual bonus, medical/dental/vision plan, we'll shower you with perks, including:

  • Flexibility: Two days a week, feel free to skip the commute and hit your deadlines from home.
  • Savings: No one wants to work forever. Our generous 401(k) match and profit sharing will help those goals become a reality.
  • Community: Matching charitable contributions and paid time off to volunteer at charities near and dear to your heart.
  • Time: Balance work and play with our rich paid time off and 11 paid holidays. Planning to start or grow your family? We have time off for that too.

Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.


About Prime Buchholz


Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.


Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals.


Requirements: