Data Analyst

About the role

<p><span data-teams="true">Join our investment team as a Data Analyst as we build a next-generation AI-enabled research and decision-support platform. You'll work alongside portfolio managers, analysts, and engineering teams to develop innovative solutions that connect research, investment, and portfolio data. This is an opportunity to experiment, move quickly, and shape the future of our technology in a collaborative, entrepreneurial environment.<br><br></span></p> <p><strong><span data-contrast="auto"><span data-ccp-parastyle="h2" data-ccp-parastyle-defn="{"ObjectId":"6276946b-3a03-5ea4-89aa-c44ea587e84f|1","ClassId":1073872969,"Properties":[469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",335551547,"1033",335559740,"240",201341983,"0",335559739,"0",201342446,"1",201342447,"5",201342448,"1",201342449,"1",201341986,"1",268442635,"24",469775450,"h2",201340122,"2",134233614,"true",469778129,"h2",335572020,"99",134233118,"true",134233117,"true",469778324,"Normal"]}">What You Will Do</span></span></strong> <span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":240}">&nbsp;</span></p> <ul> <li>Develop and execute investment data strategies to improve the accessibility, quality, and usability of research and portfolio information.</li> <li>Build and maintain data pipelines, databases, and data models that integrate information from multiple platforms, including Microsoft Fabric, SharePoint, and other internal systems.</li> <li>Use Python, SQL, and modern data engineering tools to automate data processing, analytics, and workflow optimization.</li> <li>Collaborate with data, technology, and AI engineering teams to integrate portfolio, trading, performance, and research data sources.</li> <li>Design AI-powered solutions that enable intelligent access to investment research, meeting notes, and decision-making history.</li> <li>Experiment with and implement emerging AI technologies, including large language models, retrieval-augmented generation (RAG), semantic search, document processing, and AI agents.</li> <li>Develop practical applications, dashboards, and user-friendly tools that help investment professionals analyze data, monitor companies, and prepare for meetings.</li> <li>Rapidly prototype, test, and refine solutions based on user feedback, then transition successful concepts into scalable, production-ready applications.</li> <li>Partner with portfolio managers and analysts to identify opportunities for data and AI-driven improvements and translate business needs into technical solutions.</li> </ul> <p><strong><span data-contrast="auto"><span data-ccp-parastyle="h2">What You Bring&nbsp;</span></span></strong> <span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":6,"335551620":6,"335559738":0,"335559739":0,"335559740":240}">&nbsp;</span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="12" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Demonstrated builder mindset with a focus on rapidly developing, testing, and iterating practical solutions.</li> <li data-leveltext="" data-font="Symbol" data-listid="12" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Strong programming skills in Python and SQL, with experience in application development, automation, or data-focused projects.</li> <li data-leveltext="" data-font="Symbol" data-listid="12" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-a

Skills