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Investment Data Analyst Jobs (NOW HIRING)

New York Life

Investment Data Analyst

Jersey City, NJ · Hybrid

As an Investment Data Analyst in Product Data Solutions (PDS) Analytics team, you will play a critical role in supporting data management and analytics reporting for New York Life Investment ...

MM International

Investment Data Analyst

Boston, MA · Remote

Investment Data Analyst Location: Boston, MA (Remote for good candidate but No PST candidates) Duration: 6+ months Contract Video Interview Note: Looking for a Sr. candidate with strong financial ...

Clearwater Analytics

Technical Data Analyst

Boise, ID · On-site

The Technical Data Analyst is responsible for maintaining investment data for clients. This role involves tasks such as analyzing and organizing raw data, building data systems and pipelines ...

Carlyle

Investment Data Scientist

New York, NY · On-site

$190K - $220K/yr

Dive deep into data analytics for thorough investment due diligence, balancing swift execution with meticulous analysis to assess potential risks and opportunities. * Partner strategically with ...

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How much do investment data analyst jobs pay per year?

As of Jul 8, 2026, the average yearly pay for investment data analyst in the United States is $82,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $97,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Investment Data Analyst position, and why are they important?

To thrive as an Investment Data Analyst, you need strong quantitative analysis skills, proficiency in financial modeling, and a degree in finance, economics, statistics, or a related field. Familiarity with data visualization tools (such as Tableau or Power BI), programming languages (such as Python, R, or SQL), and industry certifications like CFA or FRM can be highly advantageous. Attention to detail, critical thinking, and the ability to communicate complex data insights to both technical and non-technical stakeholders are essential soft skills. These competencies help ensure accurate, actionable investment insights and effective collaboration in dynamic finance environments.

Is 40 too old to become a data analyst?

Age is not a barrier to becoming an investment data analyst. Many professionals successfully transition into data analysis later in their careers by acquiring relevant skills such as data visualization, SQL, and statistical tools, often through online courses or certifications. Employers value experience and skills over age, making it possible to start a data analysis career at 40 or older.

Is a data analyst a high paid job?

Data analysts, including those in investment data analysis, typically earn competitive salaries that vary by industry, experience, and location. Entry-level positions may have moderate pay, while experienced analysts with specialized skills or certifications can earn higher salaries, especially in finance and investment sectors.

What does an Investment Data Analyst do?

An Investment Data Analyst collects, processes, and analyzes financial data to support investment decisions. They work with large datasets, using statistical tools and software to identify trends and insights. Their role involves ensuring data accuracy, building financial models, and generating reports for portfolio managers and stakeholders. Strong analytical skills and proficiency in programming languages like Python or SQL are often required.

Will AI replace a data analyst?

AI is transforming the role of investment data analysts by automating routine data processing and analysis tasks. However, analysts are still essential for interpreting complex data, making strategic decisions, and providing insights that require human judgment and domain expertise. Skills in data visualization, programming, and understanding financial markets remain valuable in this evolving field.

What does a typical day look like for an Investment Data Analyst?

As an Investment Data Analyst, your day often involves gathering and cleaning large financial datasets, conducting quantitative analyses to evaluate investment opportunities, and preparing detailed reports or visualizations for portfolio managers and decision-makers. You may collaborate closely with analysts from different departments, attend team meetings to discuss market trends, and use specialized financial software to model scenarios. Regular responsibilities also include monitoring portfolio performance, researching industry news, and identifying data-driven insights to support strategic investment decisions. The role is dynamic and analytical, providing continuous learning opportunities and exposure to various asset classes.

What does an investment data analyst do?

An investment data analyst collects, organizes, and analyzes financial data to support investment decisions. They use tools like Excel and statistical software to identify trends, assess risks, and prepare reports for portfolio management. Strong analytical skills and knowledge of financial markets are essential for this role.
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Investment Data Analyst jobs near you
Infographic showing various Investment Data Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $82,640 per year, or $39.7 per hour.
Investment Data Analyst

Investment Data Analyst

Continuus Technologies LLC

Germantown, WI • On-site

Full-time

Re-posted 25 days ago

Job description

Investment Data Analyst - Financial ServicesOverview

We are seeking a highly analytical Investment Data Analyst with strong financial services and capital markets experience to support investment operations, portfolio analytics, and data-driven decision-making across public markets portfolios.

This role sits at the intersection of investment management, finance, and data analytics, working closely with portfolio managers, operations teams, and technology partners to ensure the accuracy, integrity, and usability of investment data.

Key Responsibilities

  • Analyze and validate investment data across equities, fixed income, derivatives, and institutional portfolios

  • Support portfolio analytics, performance reporting, and attribution analysis

  • Develop dashboards and reports to provide insights into portfolio exposures, risk, and returns

  • Partner with investment operations to reconcile positions, transactions, and valuations

  • Ensure data accuracy across investment systems and reporting platforms

  • Collaborate with finance teams on NAV, cash flows, and accounting data alignment

  • Identify process improvement opportunities to enhance data governance and reporting automation

  • Support system enhancements, data mapping, and integration initiatives

Required Qualifications

  • 3-7+ years of experience in financial services, asset management, or investment operations

  • Strong understanding of public markets (equities, fixed income, derivatives)

  • Experience working with investment data, portfolio systems, or financial reporting

  • Advanced Excel skills; proficiency in SQL preferred

  • Experience with BI tools (Tableau, Power BI, etc.)

  • Strong understanding of financial instruments, pricing, and valuation concepts

  • Ability to work cross-functionally with investment, operations, and finance teams

Preferred Qualifications

  • Experience with investment systems (SimCorp, Aladdin, Charles River, Geneva, etc.)

  • Experience with performance & attribution reporting

  • Knowledge of risk metrics and portfolio analytics

  • CFA Level I+ or progress toward CFA designation

  • Background in capital markets, institutional asset management, or pension funds