Data Analyst – Investment Products

Broadridge

Data Analyst converting raw behavioral data into actionable insights for investment management at Broadridge. Collaborating with teams to automate data pipelines and deliver insights to clients.

Posted 5/12/2026contractRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $50 - $70 per hourWebsite

Tech Stack

Tools & technologies

BigQueryCloudGoogle Cloud PlatformSQL

About the role

Key responsibilities & impact

Transition raw behavioral data into actionable product insights
Define the requirements and implement the pipeline that translates data into synthesized industry insights
Automate the pipeline of data from various sources into common data categories
Aid in the productization of compiled data insights sourced from these categories and deliver them to AdvisorTarget clients
Generate client files for delivery and evaluating data sets for trends and insights
Thrive in a fast-moving business environment with the ability to work independently

Requirements

What you’ll need

Minimum of three years of experience in a data analyst capacity in the investment management industry
Knowledge of investments including Morningstar asset classes and investment products
Broad understanding of the Asset Management and Wealth Management industry
Experience with data pipelines and automating data insights
Desire to continually educate oneself on the industries we serve, identify trends and translate them into opportunities for our solutions
Team player while succeeding in a self-sufficient work environment
Collaborate with the team’s AI SME to enhance the power of AdvisorTarget
Ability to communicate technical findings as actionable insights to internal stakeholders and directly to clients
Clean and organize data from various sources to build client files for delivery
Experience with Google Cloud Platform services, Big Query, Looker (Data Studio), SQL scripting, Google Analytics (GA4), Excel, PowerPoint
Familiar with Google Workspace services
Familiar with Google Analytics (GA4) data structures for site analytics
Familiar with AI tooling and how to leverage its power
Ability to write SQL queries to pull specific datasets for stakeholders
Familiar with Email Service Provider systems like SendGrid, mailChimp, etc. for sending Email newsletters
Familiar with HTML, CSS coding.

Benefits

Comp & perks

Flexible work arrangements
Professional development opportunities
Remote work options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisdata pipelinesSQL scriptingdata automationdata cleaningdata organizationHTMLCSSGoogle Analytics (GA4)Looker (Data Studio)

Soft Skills

independent workteam collaborationcommunicationtrend identificationself-educationactionable insightsadaptabilityproblem-solvingclient engagementfast-paced environment