Castleton Tower

Senior Analyst, Data Engineering & Investment Analytics

San Francisco Bay Area · Senior

Sponsorship not specifiedDetected 90 days ago
PythonFull-Stack DevelopmentSQLSnowflakeDatabricksAWSAirflowdbtData EngineeringData ScienceData VisualizationFinancial AnalysisAccountingResearchMentoringPublic Speaking

About the role

  • We're looking for someone who lives at the intersection of data engineering and investment analytics.
  • This is not a pure engineering role or a pure strategy role.

Responsibilities

  • Partner with investment professionals (PMs, CIOs, COOs, Heads of Operations) to understand their analytical needs and translate them into data products
  • Build customized dashboards, analytics tools, and quantitative investment applications
  • Design and implement scalable data platforms (data warehouses, data lakes) and end-to-end data pipelines for investment firms
  • Develop and optimize production-grade code (Python/SQL) for data transformation and financial analysis
  • Build and maintain data models that support portfolio analytics, risk reporting, and investment operations
  • We work exclusively with investment management firms (asset allocators, asset managers, hedge funds, family offices, and RIAs) helping them modernize their data infrastructure and build AI-ready foundations.
  • We'll assess your technical & business strategy, design your data architecture, and code up the full-stack infrastructure where needed.
  • Strategic Impact: Lead full-scope projects from architecture design through analytics delivery - not just strategy decks or just code
  • Own projects end-to-end: from scoping the business problem, to building the data layer, to delivering the analytics

Requirements

  • 5+ years of hands-on experience in a role that combined data/analytics engineering with business analysis or investment analytics
  • Proficiency in Python and advanced SQL for both data engineering and analytical work
  • Experience with modern data platforms (Snowflake, Databricks, or similar) and data modeling principles
  • Demonstrated ability to communicate technical concepts to non-technical investment professionals
  • Comfort working directly with senior clients and managing stakeholder expectations
  • Experience with data pipeline orchestration tools (Airflow, Dagster, Prefect)
  • Familiarity with BI/visualization tools (Sigma, Tableau, Looker)
  • Comfort with ambiguity and ability to structure unstructured problems
  • Prior experience within investment management, financial services, or firms that serve them (hedge funds, asset managers, fintech, financial consulting)
  • Background in portfolio analytics, fund accounting, or investment operations workflows
  • Management consulting experience (strategy or implementation)
  • Experience building quantitative trading or investment tools

Skills

  • Work with best-in-class tools (Snowflake, Databricks, dbt, Dagster, Sigma, AWS, etc.) and cutting-edge AI/agentic development workflows

Compensation

  • Competitive total compensation commensurate with experience
  • This role offers a path to join a leading Bay Area-based asset allocator, with an anticipated transition by January 2027

Benefits

  • No armies of junior consultants learning on your dime.

Company info

  • Castleton Tower is a boutique consulting firm founded by executives who have built and led quantitative research, data science, and technology teams at top-tier hedge funds and asset managers.
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