Senior Data Analyst with Front Office experience - Boston or Remote

Category:

Analytics BI & AI

Employment Type:

Contract

Reference:

BH-383893

Senior Data Analyst with Front Office experience - Boston or Remote. Job Overview:
We are looking for a highly skilled Senior Data Analyst
to join our Front Office team, specializing in Equities, Fixed Income (FI), and Derivatives. The successful candidate will play a critical role in conducting in-depth data analysis, working closely with the portfolio management team, and ensuring the smooth functioning of portfolio management systems. The ideal candidate will have strong experience with data analysis, SQL, Excel, and hands-on familiarity with portfolio management systems. Knowledge of FactSet
is a significant plus.

Key Responsibilities:

• Data Analysis & Reporting:
  Perform detailed and comprehensive data analysis for Front Office teams working with Equities, Fixed Income, and Derivatives to support portfolio management decisions.
  
  
• Portfolio Management Systems:
  Actively work with Portfolio Management Systems (PMS), ensuring data integrity, and help streamline data flows between trading, risk management, and reporting systems.
  
  
• Collaboration:
  Work closely with senior portfolio managers and front-office traders to understand data needs, deliver actionable insights, and support decision-making processes.
  
  
• SQL & Excel Expertise:
  Use SQL for querying databases and Excel for advanced data analysis and reporting. Develop and maintain ad-hoc reports, automated dashboards, and data pipelines to meet the needs of the team.
  
  
• Problem-Solving & Optimization:
  Identify data gaps, inconsistencies, or inefficiencies in portfolio management processes and recommend improvements.
  
  
• FactSet Integration:
  Leverage FactSet tools for performance analysis, risk assessment, and other relevant analytics, ensuring smooth integration with internal systems.
  
  
• Data Quality & Governance:
  Ensure that data quality is maintained across all systems, verifying accuracy, consistency, and compliance with internal standards.
  
  
• Mentorship & Leadership:
  Provide guidance to junior analysts, helping them develop technical skills and a deeper understanding of front-office data analysis.
  
  

• Bachelor's or Master's degree in Finance, Economics, Data Science, Statistics, or a related field.
  
  
• 5+ years of experience
  in data analysis or a similar role, with a strong focus on portfolio management systems and front-office support.
  
  
• Advanced knowledge of SQL
  for querying and managing large data sets.
  
  
• Strong Excel skills, including advanced functions, pivot tables, and complex formulas. Experience with Excel-based financial modeling is a plus.
  
  
• Hands-on experience with portfolio management systems(such as Charles River, Bloomberg AIM, or others).
  
  
• Experience with FactSet
  or similar financial data platforms is highly desirable.
  
  
• Strong analytical, problem-solving, and troubleshooting skills.
  
  
• Ability to manage and prioritize multiple tasks in a fast-paced, dynamic environment.
  
  

• Familiarity with Equity, Fixed Income, and Derivatives
  trading and portfolio management strategies.
  
  
• Experience in data visualization tools(e.g., Power BI, Tableau) for generating insights and presenting results.
  
  
• Knowledge of programming languages
  like Python or R for data analysis is a plus.
  
  

• Strong attention to detail and ability to deliver high-quality, accurate work.
  
  
• Excellent communication skills, with the ability to convey complex data analysis to non-technical stakeholders.
  
  
• Self-motivated and proactive in identifying areas for improvement and implementing solutions.
  
  
• Team-oriented with the ability to collaborate across departments and contribute to a high-performing team environment.