Data Analyst (Investments)
The Judge Group Inc.

Location: Wayne, PA
Salary: Depends on Experience
Description:
Our client is dedicated to delivering comprehensive investment solutions with a focus on operational excellence. This role will participate in that mission by providing the analysis needed for performance reporting for their clients.

Investment Data Analyst Role:

• Validate and maintain investment data across systems.
• Generate analytics and reporting, with the potential for increased complexity.
• Support reporting and analytics for key clients, understanding their portfolio dynamics.
• Manage performance, holdings, and exposure data within internal systems.
• Contribute to enhancements in analytics platforms and technology systems.
• Collaborate to improve reporting and data management processes.
• Distribute internal portfolio monitors and attribution reports.
• Prepare materials for client presentations and external reporting.
• Perform ad-hoc analytics for performance and risk in support of client requests.
• Communicate across departments for data gathering and analytics development.
• Guide junior team members on best practices and process improvements.

Qualifications:

• Experience in investment operations, data administration, and performance analysis.
• Ability to develop solutions for open-ended requests.
• Comfortable assembling deliverables from raw data to final exhibits.
• Skilled in constructing custom analysis from disparate data sources.
• Strong understanding of performance measurement and investment analysis.
• Data-driven, analytical, and proficient in model and tool construction.
• Excellent attention to detail, with multitasking and prioritization capabilities.
• Strong organizational and communication skills, adept at working with various technology platforms.

Contact: tthew@judge.com

This job and many more are available through The Judge Group. Find us on the web at www.judge.com

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