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Overview of the role: The primary duties of the Investment Data Analyst is to drive and enhance data automation within Hartford Funds Investment Management Group. The Investment Analyst must achieve and maintain an expert knowledge of the firm’s product line and the Asset Management Industry.
The successful candidate will possess the capacity to leverage a deep industry knowledge with a strong analytical background. The role will focus on centralizing all consumable data required by the team, which will contribute to maintaining a high level of data consistency and accuracy across the team and firm. In addition, the candidate should be a nimble learner who continuously seeks process enhancements.
Responsibilities of the role:
- Maintain and enhance existing reporting functions by leveraging the in-house Data Warehouse and AI tools where applicable
- Serve as the Investment Management Group data steward for the Data Warehouse
- Serve as the main point of contact for standardizing and automating reporting across the team
- Handle data requests from within and outside of the team including support of sales, marketing, and senior leadership
- Work with IT to ensure a high level of quality for internal and external data
- Work with IT to manage data processes among software vendors, internal data warehouse, and data providers
- Oversee the maintenance and ongoing development of the Investment Research Library (SharePoint)
- Produce and maintain Performance and Performance Attribution reports
- Assist in preparing and manipulating data sets for potential file feed transmissions through AI
Qualifications:
- Bachelor’s Degree in Finance, Business Analytics, Statistics, Mathematics, or Computer Science required
- Flexible and able to accept, create and manage change
- Ability to work well independently and within a team
- An eagerness to identify and implement process improvement opportunities
- Interest in creative resolutions to complex assignments
- Excellent communication skills
- Strong organizational and prioritization skills
- Experience with data visualization tools such as Tableau or PowerBI
- Proficient in Microsoft Office, specifically Excel. Visual Basic (VBA) experience a plus
- Working knowledge of Morningstar, Lipper, Bloomberg or Factset an advantage
- Experience working with structured data using a modern scripting language, preferably R, Python, SQL or SAS.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$70,000 - $90,000Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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