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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

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.