Investment Data Intelligence Specialist

5 days ago


Boston, Massachusetts, United States Eliassen Group Full time
About the Role

This Investment Data Analyst role requires a hybrid professional with a strong background in data analysis, finance, and technology. As a member of our team, you will work closely with business and technology partners to develop and implement scalable data solutions.

Key Responsibilities:
  1. Develop and maintain data sourcing, aggregation, quality, and distribution processes
  2. Research and implement automation, digitization, and scalable data solutions
  3. Collaborate with cross-functional teams to develop project plans, set milestones, and ensure timely delivery
  4. Support ad-hoc reporting and analysis efforts
  5. Monitor, govern, and troubleshoot data issues arising from nightly batch or real-time data sourcing
Requirements:
  • 1-3 years of experience in a data-intensive environment, preferably in investment management or technology
  • Bachelor's degree required
  • Strong data querying skills using SQL, TOAD, Tableau, Excel, or other applications
  • Introductory experience with system development projects, business analysis, and data analysis
  • Basic knowledge of asset allocation investment products, performance, attribution, fixed income, and risk
  • Prior experience with reporting and visualization tools like Tableau, Spotfire, Alteryx, or other BI, data prep, blending, etc.
  • Basic understanding of AI/ML concepts, R, Python, or Scala is preferred
  • Exposure to private equity, private debt, and private real assets data, vendors, and investment processes
  • Understanding of MS Excel (macros, VLOOKUP's, VBA) and PowerPoint
  • Basic project management skills and ability to prioritize multiple work streams
Benefits:

The estimated hourly rate for this position is $50-$60 per hour. Benefits include medical, dental, vision, 401(k) with company matching, life insurance, and sick time if required by law in the worked-in state/locality.



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