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Medfield, Massachusetts, United States
Remote only
The Senior Investment Data Analyst serves as a key member of the Colby College Investment Office, supporting the management of the College’s endowment through advanced investment data management, portfolio analytics, reporting, and technology driven process improvements.
Reporting to the Chief Investment Officer, this position partners closely with the investment team to develop automated reporting solutions, enhance investment and operational workflows, and deliver meaningful analysis that supports investment decision making.
The Senior Investment Data Analyst serves as a primary technical resource for investment data and reporting, integrating information across multiple platforms, developing automated workflows and analytical tools, and identifying opportunities to improve processes and data quality. This position exercises a high degree of independence judgement in the execution of assigned responsibilities while working collaboratively with Investment Office leadership, who retain final investment and operational decision-making authority.
To be successful in this position, an individual should be able to perform the essential duties and bring the education, experience, knowledge, skills, and abilities that support the role. This list of duties is intended to be representative rather than exhaustive, and additional responsibilities may be assigned as needed.
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.
Serve as the primary technical resource for investment data management, reporting automation, and analytical processes.
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.
Maintain investment benchmarks, performance databases, and portfolio analytics to ensure accuracy, consistency, and data integrity.
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.
Complete analytical projects related to portfolio construction, investment strategies, and emerging market opportunities.
Present findings and recommendations to Investment Office leadership to support informed investment decisions.
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.
Implement approved process improvements while ensuring appropriate documentation and data governance practices.
Collaborate closely with Investment Office leadership to support ongoing operational and analytical initiatives.
Provide guidance and technical support to interns and assist with recruiting initiatives as appropriate.
Represent the Investment Office at industry conferences, educational programs, and professional meetings, as appropriate.
Maintain expertise in investment technology, financial analytics, automation tools, and industry best practices.
Identify opportunities to improve Investment Office reporting, technology utilization, and analytical capabilities through continuous learning and innovation.
Education and/or Experience:
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.
Knowledge, Skills and Abilities:
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.
The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To perform this role effectively, an employee is expected to treat all data and documents in a confidential and professional manner.
This position involves working with a variety of timelines, including some that require quick turnaround and responsiveness to urgent needs.
In this role, the employee will interact with other Colby staff as well as outside constituents. Presenting oneself in a professional, respectful, collaborative and thoughtful manner at all times is an important part of the role.
This position includes movement throughout office spaces, hallways, and meeting rooms.
Daily work will involve extended use of a computer, including keyboard and mouse
Vision requirements for this position include the ability to see clearly at close and far distances and to adjust focus as needed.
The work environment is dynamic and engaging, often involving multiple tasks and projects that require shifting focus and strong organizational skills..
The noise level is generally moderate.
Colby College supports the Americans with Disabilities Act and is committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of the position.
To Apply:
Interested candidates should apply electronically by clicking the “Apply Now” button on the Colby College website. Please upload a cover letter and resume to your application.