Corporate Finance Opportunity in Financial Services
Quantitative Analyst II
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: $70,500 - $75,000 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 skilled, self-directed analyst to join the Quantitative Analytics team! This role contributes to enterprise reporting, strategic analysis, and insight delivery that supports how the firm measures and manages performance. As a mid-level analyst, you will independently own analytical projects, partner with business stakeholders, and help strengthen the team’s processes and deliverables. This is an individual contributor role with growing influence and ownership.
Responsibilities:
Own and execute analytical projects from requirements gathering through delivery, ensuring quality and timeliness
Build and maintain dashboards, reports, and data models that support recurring and ad hoc business needs
Conduct structured analyses to answer business questions, identify trends, and surface actionable insights
Partner with Finance and business stakeholders to understand requirements, clarify assumptions, and present findings
Contribute to team standards for data quality, documentation, version control, and analytical best practices
Support the development of scalable, repeatable solutions that reduce manual effort and improve efficiency
Begin mentoring junior analysts by sharing knowledge, reviewing work, and modeling strong analytical habits
Communicate findings clearly to both technical and non-technical audiences through written summaries and presentations
All other duties assigned.
Education Requirements:
Master’s Degree in Economics, Statistics, Data Science, Computer Science, or a related field preferred, Bachelor’s Degree from accredited university in Economics, Statistics, Data Science, Computer Science, or a related field.
Basic Requirements:
2–5 years of experience in business intelligence, analytics, finance, or a related quantitative role
Solid 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 with the ability to translate data into business-relevant insights
Familiarity with applying analytical rigor, including hypothesis-driven analysis and data validation practices
Comfort working across teams and engaging with business stakeholders on requirements and deliverables
Preferred Requirements:
Experience in financial services, wealth management, or other regulated and 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
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.
