Analytics Analyst

The Analytics Analyst will work with Research Analysts and Investment Technology colleagues to create dashboards and data sources for the Research team. This role involves understanding the investment business context and collaborating with various stakeholders within the department and across the organization to build solutions that meet Research needs while aligning with Investment Technology standards.

This position will report within Research Technology & Data Program Manager, matrix to the Investment Technology Analytics Manager, and be a dedicated member of the cross-functional EQ Tech Team.

Responsibilities:

• Create visualizations and dashboards for the Research team.
• Agile planning with EQ Tech Team to balance strategic initiatives and ad hoc requests.
• Quarterly planning with Investment Analytics team to align with firmwide initiatives.
• Gathering data needs of the department, documenting, and translating requirements.
• Collaborating with colleagues on ideas and issues.
• Designing models to combine accounting, fundamental, quantitative, benchmark data, proprietary data, etc.
• Production dashboard development.
• Peer reviews and quality assurance testing.
• Incorporate proprietary quantitative data into shared investment tools.
• Designing data sources for quantitative model output as needed.
• Code and query support and technical peer reviews.
• Maintaining data documentation.
• Teaching Research to leverage Tableau to answer Analyst questions.

Basic Qualifications:

• 5 years of applied experience in the following technologies
• o Tableau
• o Python
• o Azure DevOps
• o SQL
• o Snowflake
• o FactSet, Bloomberg
• Investment Management, Finance, Banking, or related fields
• Four-year college degree with an excellent academic record

Preferred Qualifications:

• Experience with Dash Enterprise for Plotly, Alteryx, or Haver
• Strong leadership and problem-solving skills with demonstrated ability to quickly learn and apply new concepts and technologies
• Excels at communicating complex technical concepts in easily understandable business language, ensuring clear communication and effective collaboration across diverse teams.
• Ability to work effectively and contribute in a team environment, as well as independently
• Outstanding organizational and time management skills with strong attention to detail
• Ability to manage multiple tasks, prioritize activities, and take initiative within area of responsibility
• CFA Charter holder or desire to obtain the CFA preferred