Data, Analytics & Reporting Analyst - Data Engineering Team

Posted 2 Days Ago
Be an Early Applicant
Boston, MA, USA
In-Office
140K-170K Annually
Mid level
Fintech
The Role
Analyze and maintain investment data, build quantitative models and performance attribution systems, automate reporting workflows, and create dashboards for investment teams. Partner with research, portfolio construction, risk, and technology stakeholders to translate business needs into reliable data solutions. Support data quality, model governance, backtesting, scenario analysis, factor research, process improvement, and evaluation of AI and machine learning capabilities.
Summary Generated by Built In

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

Join our Data Engineering team and help shape the data, analytics and reporting capabilities that support investment oversight, research, portfolio construction and manager selection.
You will partner with Coverage Analysts, Investment Strategy & Research and Multi-Manager Solutions professionals to translate complex business needs into high-quality data solutions, quantitative models and actionable reporting. This hands-on role offers meaningful ownership, cross-functional influence and the opportunity to strengthen data quality, automate critical workflows and introduce innovative analytical capabilities.
You will contribute directly to how our investment teams generate insights and make informed decisions while continuing to grow your technical and investment expertise.

Responsibilities

  • Partner closely with Coverage Analysts, Investment Strategy & Research and Multi-Manager Solutions professionals to understand analytical needs and translate them into effective data solutions, models and reporting.
  • Participate in research discussions and project planning, aligning data and analytical capabilities with investment oversight, research, portfolio construction and manager selection priorities.
  • Source, validate and maintain investment data across platforms and databases, ensuring quality, consistency, accessibility and reliable data feeds for investment teams and broader stakeholders.
  • Build, maintain and enhance quantitative models, analytical tools and performance attribution systems, including solutions that support backtesting, scenario analysis and factor-based research.
  • Automate recurring analytical and reporting workflows to improve efficiency, accuracy and timely delivery of performance reports, risk metrics and strategy dashboards.
  • Design and maintain dashboards and data visualisations that give investment professionals ready access to decision-useful information.
  • Apply sound model governance practices, including clear documentation, version control and validation protocols.
  • Drive process improvement by evaluating new technologies and methodologies, including artificial intelligence and machine learning, and support product development and market research through data analysis and quantitative modelling.
  • Collaborate with Enterprise Technology, Information Technology and Investment Risk Management teams on technology enhancements, platform development and analytical needs, while coordinating effectively with colleagues across Boston, New York, London and India.

Required Qualifications

  • 3-7 years of experience in data analytics, quantitative development or reporting within investment management or financial services, with strong knowledge of investment data, portfolio analytics, performance attribution and risk.
  • Bachelor's or Master's degree in mathematics, statistics, computer science, data science or a related quantitative field.
  • Advanced proficiency in Python, R and Structured Query Language (SQL), together with experience using database platforms.
  • Strong communication skills, with the ability to explain complex concepts clearly to technical and non-technical audiences and collaborate across functions and locations.
  • Proven ability to manage multiple priorities, deliver high-quality work to deadlines and demonstrate initiative, intellectual curiosity and a practical problem-solving mindset.

Preferred Qualifications

  • Professional certification such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) is preferred.
  • Experience with cloud platforms such as Amazon Web Services or Microsoft Azure, big data technologies or business intelligence tools is preferred.
  • Experience with investment data platforms such as Bloomberg, FactSet, Morningstar, eVestment or Aladdin is preferred.
  • Background in investment consulting, multi-manager investing or investment operations is preferred.

U.S. Work Authorization & Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $140,000 - $170,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Investment Management

Line of Business  

AMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Skills Required

  • 3-7 years of experience in data analytics, quantitative development, or reporting within investment management or financial services
  • Strong knowledge of investment data, portfolio analytics, performance attribution, and risk
  • Bachelor's or Master's degree in mathematics, statistics, computer science, data science, or a related quantitative field
  • Advanced proficiency in Python, R, and SQL
  • Experience using database platforms
  • Strong communication skills and ability to explain complex concepts to technical and non-technical audiences
  • Ability to manage multiple priorities and deliver high-quality work to deadlines
  • Initiative, intellectual curiosity, and practical problem-solving skills
  • Chartered Financial Analyst or Financial Risk Manager certification
  • Experience with cloud platforms such as Amazon Web Services or Microsoft Azure
  • Experience with big data technologies or business intelligence tools
  • Experience with Bloomberg, FactSet, Morningstar, eVestment, or Aladdin
  • Background in investment consulting, multi-manager investing, or investment operations

Ameriprise Financial Services, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.

  • Retirement Support Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
  • Strong & Reliable Incentives Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
  • Flexible Benefits Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.

Ameriprise Financial Services, LLC Insights

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The Company
HQ: Minneapolis, MN
16,649 Employees
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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