20 investment analytics analyst jobs at 12 companies in Bear, DE
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Analyst, Investment Data Analytics
Charlotte or Greensboro or Radnor
$80k-$145k/yrHybridFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
2+ YOEBachelor's in quantitative/technical/finance or equivalent experience; 2+ years in data analytics/data operations; strong SQL and Python skills; data reconciliation, reporting, and stakeholder communication experience.
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOEUndergraduate degree preferred, minimum 3 years relevant financial/investments experience, strong analytical and problem-solving skills, experience with SQL and Python, familiarity with GitHub and Claude preferred.
Vanguard: Global investment management and financial services provider.
3+ YOEUndergraduate degree preferred in accounting, finance, economics, or related field; 3+ years relevant financial and investment industry experience; strong analytical, research, problem-solving, and time-management skills.
Venerable: Manages and optimizes legacy variable annuity business blocks.
5+ YOE5+ years in financial services with investment data management, SQL and Excel proficiency, experience with data pipelines, reconciliation, reporting, and product support; degree in finance/CS/data-related field.
SQL, Microsoft Excel, Amazon Web Services (AWS), Power BI, Python, R, BlackRock Aladdin, FactSet, Clearwater
3+ YOEBachelor's degree and minimum 3 years analyst experience (or equivalent combination), CFA preferred, knowledge of capital markets, strong research and analytical skills.
Hamilton LaneNASDAQ: HLNE: Provides private market investment management and advisory services.
Recent college graduate program candidate: 3.0+ GPA, strong analytical major, English fluency, US work authorization, interest in private equity/credit, internships or leadership preferred.
Seaport Global: Provides investment banking, trading, and institutional research services.
2+ YOEBachelor's in finance-related field, 2+ years relevant finance/investment experience, strong analytical and financial modeling skills, Bloomberg and Microsoft Office proficiency, excellent communication.
Bloomberg, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Bachelor's degree preferred; Series 65 required or attainable within three months. Requires investment knowledge, strong analytical skills, advanced Microsoft Excel, and Microsoft Word and Outlook proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Orion Eclipse
Bachelor's degree preferred; Series 65 required or obtainable within three months. Requires investment knowledge, strong analytical skills, advanced Excel, Word and Outlook proficiency, and collaborative communication.
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
1+ YOEBachelor's in a quantitative discipline, 1-2 years relevant fixed income or institutional investment experience, proficient in Microsoft Excel, Bloomberg, BlackRock Aladdin, and Clearwater Analytics; strong analytical and communication skills.
Microsoft Excel, Bloomberg, BQL, BlackRock Aladdin, Clearwater Analytics
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
3+ YOEBachelor's degree required; MBA and/or CFA preferred. Minimum 3 years finance/investment experience. Strong analytical skills and ability to support portfolio managers with reporting and analytics.
Great Gray: Provides trustee and administrative services for collective investment trusts.
7+ YOEBachelor's degree,7+ years investment experience,broad asset-class knowledge,strong analytical and communication skills,proficiency with Microsoft Office,CFA preferred.
Addepar Analyst - Family Office Client Services & Reporting
New York or Philadelphia or Boston
$65k-$90k/yrHybridFull Time
Brown Brothers Harriman: Providing global investment management, custody, and private banking services.
3+ YOEBS/BA and 3+ years relevant experience; Addepar expertise required; advanced Excel and PowerPoint; knowledge of performance, financial reporting and private investments; strong communication and analytical skills.
Addepar, Microsoft Excel, Microsoft PowerPoint, First Rate, Sungard AddVantage
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
4+ YOEBachelor's in Finance/Economics,4+ years finance/analytics experience,financial modeling and forecasting,proficiency in SAS/SQL,Excel,Strong communication and organizational skills.
SAS, SQL, Alteryx, Tableau, Microsoft Excel, Microsoft PowerPoint