Senior Data Analyst

Oscar is working with a leading investment firm that is looking for an experienced Senior Data Analyst to join their team.

As the Sr Data Analyst, you will play a key role in improving and scaling the company's investment data and reporting capabilities. This position combines technical expertise with deep knowledge of investment data to deliver reliable, efficient, and scalable data solutions.

Key Responsibilities:

• Design and build scalable, automated processes for collecting, transforming, validating, reconciling, and reporting investment data
• Support investment data product development, including gathering requirements, writing user stories, and participating in user acceptance testing (UAT)
• Help shape product roadmaps to align data capabilities with business needs
• Maintain and improve data infrastructure, including pipelines, data models, and centralized data repositories
• Ensure smooth integration of data across systems to support reporting, analytics, and operations
• Monitor data flows from internal and external sources, identify issues, and implement improvements to enhance data quality and efficiency
• Create dashboards and reports to support oversight, financial analysis, and strategic decisions
• Act as a subject matter expert on investment data systems and provide guidance to stakeholders
• Collaborate with cross-functional teams (e.g., Investment Management, Risk, Accounting, Treasury, Technology) and external vendors to support data initiatives
• Strengthen data governance by maintaining data dictionaries, metadata, and documentation

Required Qualifications:

• Bachelor's degree in Finance, Economics, Mathematics, Computer Science, Data Science, or a related field
• 5+ years of experience in financial services, with hands-on experience in investment data management and solution design
• Strong track record of improving processes to increase efficiency, reduce manual work, and manage risk
• Proficiency in SQL, especially working with large datasets and database design
• Experience supporting product management activities, including requirements gathering and UAT
• Background in data processing, reconciliation, reporting, and system integration
• Advanced Excel skills (e.g., complex formulas, pivot tables, data analysis)
• Understanding of financial markets and instruments, particularly fixed income and risk analytics
• Strong analytical and problem-solving skills with high attention to detail
• Ability to work both independently and collaboratively in a fast-paced environment
• Strong organizational skills and ability to manage multiple priorities

Preferred Qualifications:

• Experience with data pipelines and cloud platforms, especially AWS
• Familiarity with data visualization tools such as Power BI
• Programming experience in Python, R, or similar languages
• Experience with financial systems such as BlackRock Aladdin, FactSet, or Clearwater
• Strong communication and interpersonal skills
• Experience working in Agile environments
• CFA designation or progress toward certification

Recap:

Location: West Chester, PA (Hybrid)

Type: Permanent Fulltime

Salary: 140k-150k base + Benefits

If you think you're a good fit for the role, we'd love to hear from you!

Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.