Investment Data Analyst

Reposted 23 Days Ago
Wayne, PA, USA
In-Office
70K-90K Annually
Entry level
Fintech • Payments • Financial Services
The Role
The Investment Data Analyst will centralize and enhance data automation, manage reporting functions, support data requests, and ensure data quality. Responsibilities include data manipulation for AI integration and overseeing the Investment Research Library.
Summary Generated by Built In
Data Analyst - 87IB6E

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

         

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 - $90,000

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits

Skills Required

  • Bachelor's Degree in Finance, Business Analytics, Statistics, Mathematics, or Computer Science
  • Experience with data visualization tools such as Tableau or PowerBI
  • Proficient in Microsoft Office, specifically Excel
  • Working knowledge of Morningstar, Lipper, Bloomberg or Factset
  • Experience working with structured data using a modern scripting language, preferably R, Python, SQL or SAS

The Hartford Financial Services Group, Inc. Compensation & Benefits Highlights

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

  • Retirement Support A 401(k) with matching plus an additional company contribution, alongside an employee stock purchase plan and no‑cost financial planning, signals robust long‑term savings support. HSAs/FSAs and related financial tools further strengthen overall financial well‑being.
  • Leave & Time Off Breadth At least 25 days of PTO to start, options to buy or roll over time, and paid parental leave indicate broad time‑off support. Paid leave for organ and bone marrow donation and generous disability coverage extend protection for significant life events.
  • Healthcare Strength Multiple medical, dental, and vision options with the company covering most medical and dental premiums reflect strong core health coverage. Wellness programs, fitness reimbursements, well‑being credits, and accessible behavioral health services expand depth and accessibility.

The Hartford Financial Services Group, Inc. Insights

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The Company
HQ: Hartford, Connecticut
20,002 Employees
Year Founded: 1810

What We Do

Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy

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