About the team: Our client, a leading global Asset Manager is looking for an Investment Data Analyst to join their team.
The focus is primarily on high-quality quantitative data servicing of prospective clients.
The role of the Investment Data Analyst is to work closely with primarily the Request for Proposal (RFP), Client Groups and Product Specialists in undertaking data analysis, facilitating bespoke data reporting, and overseeing the disclosure of holdings.
The role requires problem-solving, co-ordination, multi-tasking, contextual analysis, attention to detail and working to varied timeframes.
Analysis of data is the core function to provide quantitative data responses to a broad scope of questions on a micro- and macro- level.
Contextual data literacy is critical.
Managing ad-hoc holdings requests in line with disclosure requirements is required, by liaising with Client Group and various data vendors.
Oversight of the global disclosure policy in the business' best interest is also required, with attendant control of confidential data by liaising with Legal and ensuring signed NDAs are in place.
Responsibilities: Co-ordinate and produce bespoke data sets for RFP's and prospective clientsAnalyse and interpret large data sets in Excel while applying excellent attention to detailHave the ability to evaluate and discern when and how to use specific data types based on terminology and objective of the questionDemonstrate critical thinking skills and contextual awareness to assess the relevance, reliability, and implications of using data in various scenariosForesee and evaluate the potential consequences of using selected data, and an in-depth understanding of the impact on decision-makingHave oversight of the global disclosure policy in the business' best interest, identifying risk of disclosing confidential data, and proactively highlighting risks to LegalEnsure necessary approvals are obtained and liaise with Legal to ensure signed NDAs are in placeMulti-task and prioritise data requests and tasks according to business, team, and client needsManage tight deadlines by working efficiently, communicating effectively, and understanding requests in a business contextPrepare detailed analysis and insightful evaluation of each request to provide an appropriate data responseProactively initiate online meetings with Request for Proposal (RFP), Client Group and Portfolio Specialists with the ability to identify ambiguities in questions, lead an inquiry to clearly articulate and clarify the requirement, and ensure accurate and appropriate data responseSource required data sets promptly, prioritising requests appropriately and effectively manage turnarounds and deadline expectationsManage relationships with data vendors: facilitate regular reporting of large data sets to the vendors, problem-solve and manage queries that arise on the data sets, ability to identify data irregularities and direct these to appropriate sources to ensure prompt resolutionTake initiative required to continually leverage off system functionality and improve procedures to ensure efficiency of process and mitigating of riskFlexibly accommodate change to strategies, client demands, or in response to industry changeBecome familiar with and understand complex data sets to identify and interpret anomalies in dataAcquire data from primary or secondary data sources and aggregate or consolidate data while maintaining quality assurance of data output to stakeholdersInvestigate and oversee the resolution of data issues by identifying issues and liaising effectively with appropriate business teamsUtilise excellent communication skills to build close working relationships with Proposal Specialists, Portfolio Specialists, Client Group, Legal, external data vendors amongst othersRequire clear understanding of asset management terminology to succinctly articulate data questions to Investment TeamAlways apply curiosity to broaden knowledge and understand alternative perspectives both on a micro level (data, tasks, team) and a macro level (strategies, business teams, firm)Proactively manage own and other team members deliverables when team members are on leave or out of officeIdentify strategies to streamline and improve the data analysis processHave a 'tech-enabled' mindset, actively stays abreast of tech-enabled initiatives Requirements: Quantitative, Data Analysis, Maths, Stats, Engineering or any related DegreeMinimum 3-7 years Asset Management industry preferredMust have proven work experience of data analysis of complex data setsGlobal experience an advantageA firm knowledge of asset management terminologyCritical thinking and problem-solving skillsAbility to work quickly, accurately and meet deadlines under pressureAbility to navigate both abstract concepts and concrete details effectively Competencies: The ability to build and maintain meaningful relationshipsThe ability to 'approach and own' and continuously looks for opportunities to developDriven by resultsAbility to recognise and embrace changeIntellectual curiosity
