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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