Investment Reporting Analyst

Analytic Recruiting Inc.
Chicago, USA
14 Mar 2023
13 Apr 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Collaborate with all divisions within the agency to develop new reports using Microsoft Power BI that provide business insights & analysis. The role typically requires elements of each of the following areas, delivered using a lightweight version of Scrum:

1. Business Analysis - Interface with the requesting team to understand the purpose of the report, help prioritize features to be developed based on feasibility/value/effort, and estimate a timeline for delivery.

2. Data Sourcing - Interface with the Data Management teams to map data requirements to existing sources or create new data sources. Where possible, implement ETL or business logic in the upstream data source rather than within the report. If necessary, perform ETL in Power Query or Dataflows as a proof of concept or interim solution. Primary data sources include many different databases housed on Snowflake, Oracle, and Microsoft SQL. These sources are occasionally supplemented with other SharePoint or file-based data.

3. Report Development - Use Power BI to develop the report using Power Query or DAX. Utilize Power BI best practices when developing reports aiming for simplicity, reuse, and extensibility. After approximately 2 weeks of development & testing, perform a Sprint Review with the agency representatives and release the newly developed features.

4. Automation - Leverage Microsoft Power Automate to automate various repeatable processes including user notifications, trigger-based report refreshes, or other regular report updates.

  • Must have deep knowledge of the asset management business, including fixed income, equity, and alternative assets, investment strategies, risk, and performance measurement.
  • Must have a deep understanding of investment risk analytics generated by FactSet
  • Build automated links using SQL to pull data from Snowflake both as Direct Query and as Import
  • Must have experience working with end users on designing and producing useful and meaningful market analytics and risk reports using Power BI
  • Must have advanced Power BI or Tableau
  • Must have proven capital markets risk report generation experience
  • Must be comfortable working with massive amounts of financial data
  • Nice to have: Agile methods and Data Warehouse experience
  • Must have 4+ years of experience working at an asset manager, hedge fund, pension fund, insurance company or sell-side firm in information and risk reporting.

Keywords: Power BI, Risk Reporting, Data Management, Performance, Data Visualizations, Snowflake, Factset

Please send resume to Jim Geiger

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