Investment Data Analyst

Skills

Job Specifications

Our client, a global investment management firm based in New York, NY, is looking for a data-focused professional with 3+ years of experience who brings strong technical skills and a solid understanding of financial services—ideally from an investment bank or asset management environment. This is a highly cross-functional role, partnering closely with Portfolio Managers and Research while supporting multiple business units across the firm.

Responsibilities Include:

Work across business units to support data and reporting needs, with significant interaction with PMs and Research teams
Write and optimize SQL queries and support data workflows in Snowflake
Use Python to support analytics, automation, and data processing initiatives
Build and maintain reporting and dashboard solutions using tools such as SSRS, Power BI, Tableau, or similar BI platforms
Contribute to project-based initiatives, supporting delivery and execution across stakeholders
Support data needs tied to the trade lifecycle, primarily focused on equities
Leverage market data tools such as Bloomberg or comparable platforms to support data analysis and reporting

Requirements Include:

3+ years of relevant experience within data engineering, architect, etc.
Prior experience in investment banking or asset management strongly preferred
Strong hands-on experience with:
SQL (querying and coding)
Snowflake
Python
BI/reporting tools (e.g., SSRS, Power BI, Tableau, etc.)
Project experience supporting cross-functional delivery
Understanding of equities trade lifecycle
Familiarity with Bloomberg or other market data systems
Data modeling experience is a strong plus

About the Company

Mission Staffing, Inc. is a leader in executive search. At Mission, we place permanent & temporary Accounting/Finance, HR, Administrative, Front Office and Operations professionals with many of the premier Investment Banks, Hedge Funds, Private Equity, Real Estate & CPA firms in the New York Metropolitan area. We pride ourselves on establishing a trustworthy partnership with both candidates and clients. Know more

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