Corporate Finance Opportunity in Financial Services
Quantitative Analyst I
Location(s):
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
Salary: $57,750 - $63,000 per year + annual performance based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
We are looking for a curious, detail-oriented analyst to join the Quantitative Analytics team! This role supports enterprise reporting, data analysis, and insight generation that helps the firm measure and manage performance. As a junior analyst, you will work closely with senior team members to learn analytical frameworks, build foundational technical skills, and contribute to meaningful projects. This is an individual contributor role focused on growth, execution, and learning.
Education Requirements:
Bachelor’s degree in economics, statistics, data science, computer science, or a related field preferred
Equivalent combination of education and relevant experience will be considered
Responsibilities:
Apply AI-assisted workflows to improve efficiency, automate repetitive tasks, and accelerate insight generation under the guidance of senior team members.
Conduct data gathering, cleaning, validation, and exploratory analysis to support team projects
Learn and apply team standards for data quality, documentation, and analytical rigor
Collaborate with team members to understand business context and translate data into clear summaries
Contribute to ad hoc analyses and data requests from Finance and business partners
Proactively seek feedback, ask questions, and develop domain knowledge in finance and analytics
Support quality assurance and testing of analytical outputs before delivery to stakeholders
Leverage approved generative AI tools (e.g., Microsoft Copilot, ChatGPT, Claude, and similar platforms) to enhance productivity in data analysis, documentation, research, coding, and reporting activities while adhering to company data security and governance standards.
Basic Requirements:
1–3 years of experience in analytics, business intelligence, data science, or a related quantitative field
Foundational knowledge of data analysis concepts, statistics, and problem-solving approaches
Familiarity with data tools such as SQL, Excel, Python, R, Power BI, or similar platforms
Strong attention to detail and commitment to accuracy in data handling and reporting
Effective written and verbal communication skills
Eagerness to learn, take direction, and grow within a collaborative team environment
Ability to manage time effectively and deliver work on schedule with appropriate guidance
Preferred Requirements:
Exposure to financial services, wealth management, or regulated industry environments
Familiarity with data warehousing concepts, cloud platforms (e.g., Snowflake), or BI tools
Coursework or project experience in statistical modeling, machine learning, or data visualization
Interest in automation, process improvement, and scalable analytical solutions
Skills Required
- Bachelor's Degree in Economics, Statistics, Data Science, Computer Science, or related field
- 2-5 years experience in business intelligence, analytics, finance, or related quantitative role
- Proficiency in data analysis, querying, and working with large and complex datasets
- Working proficiency with analytics and data tools such as SQL, Snowflake, Python, R, Power BI, or similar platforms
- Ability to structure analyses independently, manage competing priorities, and deliver reliable results
- Effective communication skills; translate data into business-relevant insights for technical and non-technical audiences
- Familiarity with hypothesis-driven analysis, data validation practices, and analytical rigor
- Comfort working across teams and engaging with business stakeholders on requirements and deliverables
- Willingness and ability to work on-site/hybrid (minimum 4 days per week) at the listed hub locations; remote candidates not considered
- Master's Degree in Economics, Statistics, Data Science, Computer Science, or related field
- Experience in financial services, wealth management, or regulated/complex business environments
- Understanding of financial metrics, reporting structures, and performance measurement concepts
- Exposure to AI, machine learning, or advanced analytics techniques applied to business problems
- Experience with automation tools, workflow optimization, or process improvement initiatives
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.







