Financial Data Analyst Lead

1 week ago


Bethesda, Maryland, United States Chevy Chase Trust Full time

Chevy Chase Trust is a leading investment think tank offering personalized financial advice and planning services to individuals, families, and institutions. We're seeking a skilled Financial Data Analyst Lead to join our Portfolio Analytics team and contribute to our mission of delivering high-quality investment performance reporting packages.

As a key member of our team, you'll be responsible for:

  • Preparing standard and ad-hoc reports for stakeholders.
  • Calculating investment performance information across various applications.
  • Assisting with GIPS composite conversion and ongoing management of composite membership.
  • Responding to inquiries about investment performance methodology and reporting.

This role requires strong analytical and problem-solving skills, excellent communication and collaboration skills, and the ability to work independently on various projects while providing support to other team members as needed.

Estimated Salary Range:

Based on market standards and location, the estimated salary range for this position is $95,000 - $125,000 per year, depending on qualifications and experience.

We offer a comprehensive total compensation package that includes access to or eligibility for various benefits, including health insurance, 401(k), paid time off, and more.



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