Colby
Senior Investment Data Analyst
Remote - Massachusetts · Senior
Sponsorship not specifiedDetected 12 days ago
Data AnalysisData ScienceData VisualizationStatisticsAccessibilityProject ManagementCRMFinancial AnalysisProcess ImprovementCustomer SupportResearchLeadershipCommunicationCollaborationProblem SolvingPublic SpeakingOrganizational Skills
About the role
- This list of duties is intended to be representative rather than exhaustive, and additional responsibilities may be assigned as needed.
- Investment Data Management and Technology
- Evaluate emerging technologies, automation tools, and artificial intelligence applications, recommending and implementing approved enhancements that improve Investment Office workflows.
Responsibilities
- Independently design, develop, implement, and continuously improve automated workflows that enhance the collection, organization, integrity, and accessibility of investment data.
- Own the preparation, maintenance, and continuous enhancement of recurring and ad hoc reports for the Investment Office, Investment Committee, and Board of Trustees.
- Prepare analytical presentations and reporting materials that support portfolio monitoring and strategic investment discussions.
- Support investment due diligence through financial analysis, data collection, and research.
- Present findings and recommendations to Investment Office leadership to support informed investment decisions.
- Implement approved process improvements while ensuring appropriate documentation and data governance practices.
- Collaborate closely with Investment Office leadership to support ongoing operational and analytical initiatives.
- Provide guidance and technical support to interns and assist with recruiting initiatives as appropriate.
Nice to have
- Bachelor's degree in Data Science/Analytics, Statistics, Computer Science, Mathematics, Business Analytics, Finance, Economics or a related quantitative field required.
- Three to five years of progressively responsible experience in investment operations, investment data analytics, financial analysis, business intelligence, or a closely related field.
- Experience working with investment reporting systems, portfolio management platforms, or financial data environments preferred.
Skills
- Strong experience structuring, analyzing, interpreting, and validating complex datasets.
- Proficiency in at least one programming language and experience with business intelligence, automation, and data visualization tools.
- Strong understanding of investment operations, portfolio analytics, financial markets, and investment reporting.
- Excellent analytical, quantitative, and problem solving skills.
- Strong project management and organizational skills with exceptional attention to detail.
- Excellent written, verbal, and interpersonal communication skills.
- This position involves working with a variety of timelines, including some that require quick turnaround and responsiveness to urgent needs.
- This position includes movement throughout office spaces, hallways, and meeting rooms.
Compensation
- Salary Employee Type:
This listing is sourced directly from Colby's careers page and normalized into a canonical job model.