Senior Financial Analyst Fellow

Senior Financial Analyst Fellow

In this role, duties may include:

• Conducting advanced analytical studies on investment companies and investment advisers, evaluating regulatory filings and complex datasets to identify trends, risks, and emerging issues.
• Providing expert financial, operational, and policy analysis to support IM leadership and cross-divisional initiatives, offering insight into developments within the asset management industry.
• Contributing to rule making efforts by researching industry practices, assessing potential regulatory impacts, and preparing analytical materials that inform proposed and final rules.
• Supporting examinations and enforcement consultations by analyzing fund and adviser data, identifying indicators of risk or potential non-compliance, and delivering subject-matter expertise.
• Assessing novel regulatory, operational, and market issues and develop well-reasoned recommendations to inform IM programs and policy decisions.
• Preparing high-quality written materials-including reports, briefs, presentations, and visual dashboards-that clearly communicate complex analytical findings to internal decision-makers.
• Collaborating with colleagues across IM and the Commission to enhance analytical tools, strengthen data processes, and support strategic and operational initiatives within the Analytics Office.