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Lead Investment Data Analyst
Lead Investment Data AnalystInsight Global • Milwaukee, WI, United States
Lead Investment Data Analyst

Lead Investment Data Analyst

Insight Global • Milwaukee, WI, United States
2 days ago
Job type
  • Full-time
Job description

Insight Global is seeking a highly experienced and motivated Senior Analyst - Investment Data & Operations to lead and optimize one of their top financial clients investment data operations. In this critical role, you will be responsible for ensuring the accuracy, completeness, and timeliness of our investment data, while also driving process improvements. They should have a proven track record in the investment management industry to lead and optimize their data quality and operational efficiency. This individual should possess strong analytical and problem-solving skills, advanced data manipulation expertise, and a deep understanding of investment data domains and workflows. This will be a Hybrid position onsite in Milwaukee or Charlottee 4 days week. Compensation ranges between $160 / yr-$190 / yr. Som additional responsibilities are below.

Responsibilities :

  • Data Quality Leadership :

o Develop and implement comprehensive data quality frameworks, standards, and procedures across all investment data domains.

o Oversee data quality monitoring and validation processes, ensuring timely identification and resolution of data discrepancies.

o Lead root cause analysis of data issues and implement corrective actions to prevent recurrence.

o Establish and track key data quality metrics, reporting on data quality performance to senior management.

  • Data Operations Optimization :
  • o Analyze existing data operations workflows and identify opportunities for automation, efficiency improvements, and risk mitigation.

    o Implement process improvements and best practices to streamline data acquisition, processing, and distribution.

    o Evaluate and recommend new data management tools and technologies to enhance operational efficiency and data quality.

  • Investment Data Expertise :
  • o Maintain a deep understanding of investment data domains, including market data, security master data, portfolio holdings, transactions, and performance data.

    o Stay abreast of industry best practices and regulatory requirements related to investment data management.

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and / or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy :

    Required Skills & Experience

  • 10+ years of experience in a data operations or data analysis role within the investment management industry.
  • Proven track record of leading and mentoring teams.
  • Strong understanding of financial instruments, investment management workflows, and data governance principles.
  • Advanced proficiency in SQL and data manipulation tools (e.g., Python, R).
  • Experience with data quality tools, data lineage tracking, and metadata management.
  • Excellent analytical, problem-solving, and communication skills.
  • Strong attention to detail, accuracy, and ability to work under pressure.
  • Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and / or other paid time off as provided by applicable law.

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    Investment Analyst • Milwaukee, WI, United States

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