Senior Investment Data Analyst

Colby College Museum of Art

Senior Investment Data Analyst managing investment data analytics for Colby College's Investment Office. Collaborating with investment team for reporting solutions and portfolio analysis.

Posted 7/11/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Independently design, develop, implement, and continuously improve automated workflows that enhance the collection, organization, integrity, and accessibility of investment data.
Manage and integrate data across portfolio management systems, CRM platforms, investment reporting tools, and other technology applications.
Develop, maintain and enhance dashboards, reporting tools, and analytical models that improve operational efficiency and investment reporting.
Evaluate emerging technologies, automation tools, and artificial intelligence applications, recommending and implementing approved enhancements that improve Investment Office workflows.
Own the preparation, maintenance, and continuous enhancement of recurring and ad hoc reports for the Investment Office, Investment Committee, and Board of Trustees.
Monitor and analyze portfolio performance through return attribution, exposure analysis, holdings analysis, value creation metrics, benchmarking, and risk assessment.
Prepare analytical presentations and reporting materials that support portfolio monitoring and strategic investment discussions.
Independently conduct quantitative and qualitative research on existing investment managers, prospective investment opportunities, and broader market trends.
Support investment due diligence through financial analysis, data collection, and research.
Lead assigned initiatives that improve investment reporting, operational workflows, and data quality.
Identify opportunities to streamline processes and recommend technology-based solutions that improve efficiency and effectiveness.

Requirements

What you’ll need

Bachelor’s degree in Data Science/Analytics, Statistics, Computer Science, Mathematics, Business Analytics, Finance, Economics or a related quantitative field required.
Three to five years of progressively responsible experience in investment operations, investment data analytics, financial analysis, business intelligence, or a closely related field.
Experience working with investment reporting systems, portfolio management platforms, or financial data environments preferred.
Demonstrated ability to independently manage analytical projects and technical initiatives.
Strong experience structuring, analyzing, interpreting, and validating complex datasets.
Proficiency in at least one programming language and experience with business intelligence, automation, and data visualization tools.
Strong understanding of investment operations, portfolio analytics, financial markets, and investment reporting.
Demonstrated ability to identify process improvement opportunities and implement technical solutions with minimal day to day direction.
Excellent analytical, quantitative, and problem solving skills.
Strong project management and organizational skills with exceptional attention to detail.
Excellent written, verbal, and interpersonal communication skills.
Ability to effectively balance independent work with collaboration across a small, high-performing team.
Demonstrated initiative, intellectual curiosity, professionalism, integrity, sound judgment, and discretion in handling confidential information.

Benefits

Comp & perks

Flexible working arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Data AnalysisQuantitative ResearchData VisualizationAutomation ToolsStatistical AnalysisInvestment ReportingPortfolio AnalyticsRisk AssessmentReturn AttributionExposure Analysis

Soft Skills

Analytical SkillsProblem SolvingProject ManagementAttention to DetailInterpersonal Communication