Associate Investment Analyst

The Associate Investment Analyst will follow standardized practices/procedures while working on routine assignments. Applies broad theoretical knowledge obtained through education. Supports projects and programs. Primary point of responsibility for the quantitative and qualitative analysis of individual investment opportunities. The Investment Analytics professional collects and analyzes data for the development of investment ore casting strategies for one or more portfolios and interprets price, yield, stability, or other financial metrics.

This role also tracks and reports on current or expected financial performance and makes recommendations meant to improve portfolio returns. Drives innovation and development of future techniques to continuously improve underwriting results and processes.

This is a hybrid role working onsite 3 days per week.

• Must have effective organizational, time-management and high attention to detail skills.
• Strong data analysis capability with technical knowledge.
• Strong excel skills (charts/graphs/formulas/Visual Basic Application (VBA)/data tables/goal seek).
• Basic version control knowledge –(Example: Git Hub).
• Entry level knowledge of relational database programming tools for extracting data such as SQL.

Ability to learn SQL code for intermediate query level functioning including the ability to:

• Import data into SQL Server from various sources (text files, spreadsheets, Access Data Bases)
• Export data out of SQL Server to various targets (text files, spreadsheets, Data Bases).
• Execute existing Transact-SQL (T-SQL) Queries and Scripts.
• Modify T-SQL Queries and Scripts.
• Create T-SQL Queries and Scripts.
• Ability to mine, clean, and manage large data sets and troubleshoot data issues identified.
• Knowledge of data preparation methods: handling of missing data and general imputation.

In-depth knowledge of concepts and processes including:

• Analytical problem-solving skills.
• Ability to complete business problem solving tasks when assigned.
• Ability to interpret data, identify trends, and report data findings.
• Intermediate level of analytics autonomy and independence.
• Project implementation focus. Capable of day-to-day project oversight on task needed to execute.

• Intermediate-level experience in business analytics.
• Knowledge of Financial Services and/or non-performing loan market preferred.
• BA/BS in a Business, Finance, Science, Technology, Engineering, Mathematics (STEM) or quantitative field.

• Assist with ad-hoc project work when needed.
• Maintain ongoing self-study programs to enhance knowledge of various software and computer languages, including, but not limited to SQL, Visual Basic, MS Access, MS Excel, R and Python.
• Must be able to discover and learn new programming languages and apply them to solve new business challenges.

To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status.