Investment Data Analyst

Our client, a global investment management firm based in New York, NY, is looking for a data-focused professional with 3+ years of experience who brings strong technical skills and a solid understanding of financial services—ideally from an investment bank or asset management environment. This is a highly cross-functional role, partnering closely with Portfolio Managers and Research while supporting multiple business units across the firm. Responsibilities Include: • Work across business units to support data and reporting needs, with significant interaction with PMs and Research teams • Write and optimize SQL queries and support data workflows in Snowflake • Use Python to support analytics, automation, and data processing initiatives • Build and maintain reporting and dashboard solutions using tools such as SSRS, Power BI, Tableau, or similar BI platforms • Contribute to project-based initiatives, supporting delivery and execution across stakeholders • Support data needs tied to the trade lifecycle, primarily focused on equities • Leverage market data tools such as Bloomberg or comparable platforms to support data analysis and reporting Requirements Include: • 3+ years of relevant experience within data engineering, architect, etc. • Prior experience in investment banking or asset management strongly preferred • Strong hands-on experience with: • SQL (querying and coding) • Snowflake • Python • BI/reporting tools (e.g., SSRS, Power BI, Tableau, etc.) • Project experience supporting cross-functional delivery • Understanding of equities trade lifecycle • Familiarity with Bloomberg or other market data systems • Data modeling experience is a strong plus