Investment Data Analyst

Join our team as a Senior Data Analyst and help shape the data strategy that drives investment decisions and operational excellence. In this role, you will transform complex data into actionable insights, develop business solutions, and improve data quality, governance, and efficiency across the firm.

Working closely with business stakeholders and technology teams, you will translate business needs into scalable solutions, identify process improvements, and address data challenges that support strategic initiatives. Your expertise in analyzing large datasets will help uncover opportunities, strengthen data governance, and enhance transparency across the organization.

You will also lead data mastering initiatives, oversee workflows and exception management, and partner with stakeholders to implement new data processes. Through documentation, training, and collaboration, you'll help drive adoption of best practices and contribute to a strong, data-driven culture within the firm.

Key Skills

• Power BI
• SQL
• Great Communication Skills

Premier Benefits to Support You

• Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more!
• Retirement solution with our 401(k) savings AND pension plan!
• Paid time off that increases with tenure.
• Tuition Reimbursement
• Subsidized affordable parking
• On-site Cafeteria and fitness center (including sports leagues)
• On-site Registered Nurse
• Career Coaching/Mentoring
• Individualized development plans and career pathing

Learn more about who we are visit; www.westernsouthern.com/careers/home-office-careers.