Corporate Finance Opportunity in Financial Services
Quantitative Analyst III
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, Exempt
Salary: $85,000 - $99,000 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 highly capable, insight-driven analyst to join the Quantitative Analytics team! This role plays an important part in advancing enterprise reporting, informing strategic decisions, and strengthening how the firm measures and manages performance. As a senior analyst, you will lead complex analytical efforts, partner with stakeholders across the organization, and help elevate the team’s standards, tools, and capabilities. This is a senior individual contributor role with meaningful influence on team direction and business outcomes.
Education Requirements:
Bachelor’s degree in economics, statistics, data science, computer science, or a related field preferred
Advanced degree preferred but not required
Equivalent combination of education and relevant experience will be considered
Responsibilities:
Lead complex analytical projects from problem definition through delivery, ensuring rigor, relevance, and business impact
Design and build scalable dashboards, data models, KPI frameworks, and analytical assets that support enterprise decision-making
Conduct advanced analyses to address ambiguous or multi-faceted business questions and deliver clear, actionable recommendations
Partner cross-functionally with Finance, Technology, Data Engineering, and business teams to define requirements and deliver durable solutions
Drive improvements to team processes, documentation standards, data quality practices, and analytical workflows
Mentor and coach junior and mid-level analysts, providing guidance on methodology, problem-solving, and professional development
Communicate insights, tradeoffs, and recommendations effectively to business leaders and key stakeholders
Identify opportunities to improve efficiency, decision quality, and business performance through analytics, automation, and scalable solutions
Basic Requirements:
5–8 years of experience in business intelligence, analytics, finance, or a related quantitative role
Strong proficiency in problem solving, hypothesis-driven analysis, and translating ambiguous business questions into structured analytical approaches
Deep proficiency in data analysis, data modeling, dashboarding, and querying large and complex datasets
Strong proficiency with analytics and data tools such as SQL, Snowflake, Python, R, Power BI, or similar platforms
Exposure to AI and machine learning tools and their application to business problems or operational improvement
Demonstrated ability to work independently, manage complex workstreams, and deliver results across teams
Strong communication skills, including comfort presenting analyses and recommendations to business leaders
Track record of mentoring analysts and contributing to team development
Preferred Requirements:
Experience in financial services, wealth management, or other highly regulated and complex business environments
Strong understanding of financial metrics, performance management, data governance, and control considerations
Understanding of profit and loss statements, general ledger structures, and core finance reporting concepts
Experience contributing to analytical strategy, data standards, or process improvements across teams
Skills Required
- 5-8 years of experience in business intelligence, analytics, finance, or related quantitative role
- Strong proficiency in problem solving, hypothesis-driven analysis, and structuring ambiguous business questions
- Deep proficiency in data analysis, data modeling, dashboarding, and querying large and complex datasets
- Strong proficiency with analytics and data tools such as SQL, Snowflake, Python, R, Power BI, or similar platforms
- Exposure to AI and machine learning tools and their application to business problems
- Demonstrated ability to work independently, manage complex workstreams, and deliver cross-team results
- Strong communication skills, including presenting analyses and recommendations to business leaders
- Track record of mentoring and coaching junior and mid-level analysts
- Bachelor's degree in economics, statistics, data science, computer science, or related field (or equivalent experience)
- Advanced degree in a relevant field
- Experience in financial services, wealth management, or other highly regulated and complex business environments
- Understanding of financial metrics, performance management, data governance, and control considerations
- Understanding of profit and loss statements, general ledger structures, and core finance reporting concepts
- Experience contributing to analytical strategy, data standards, or process improvements across teams
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.
