Portfolio Analytics Architect (Investment Management)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Salt Lake City, Utah, United States. Applicants must be legally authorized to work in the United States without current or future visa sponsorship and able to begin work in the U.S. on the first day.
Salary: $103,000β$110,000 annual base salary for roles in Colorado, California, and New York, plus bonus, equity, and benefits. The specific range depends on work location, skills, experience, and market conditions.
Company
is a global data and AI platform that helps investment professionals manage complex portfolio, market, and client data.
What you will do
- Lead end-to-end data validation for client data conversion projects.
- Develop scalable validation analytics processes in Databricks.
- Write custom Python logic to detect large-scale data anomalies and automate remediation.
- Facilitate recurring client sessions, provide progress updates, and guide projects through completion.
- Research portfolio performance discrepancies, recommend fixes for manual data issues, and document differences in system calculation methodologies.
- Coordinate project teams, escalate risks to stakeholders and executive leadership, and implement AI-driven automation and LLM integrations.
Requirements
- Bachelorβs degree in Finance, Mathematics, Statistics, Business, or Economics.
- At least 2 years of experience in technology, finance, or consulting.
- Hands-on experience with complex investment datasets, including multi-asset portfolios, performance data, and market data.
- Proficiency in Python, Spark, and/or SQL, with familiarity with ETL fundamentals.
- Working knowledge of REST APIs and experience with Databricks or another cloud-based distributed data platform.
- Strong problem-solving, communication, presentation, and client-objection handling skills.
Culture & Benefits
- Work in a collaborative environment guided by ownership, client focus, innovation, and continuous learning.
- Compensation includes base salary, bonus, equity, and benefits.
- promotes inclusion, belonging, and equal employment opportunity.
- Reasonable accommodations are available for applicants and employees with disabilities.
Hiring process
- The hiring process includes a formal interview before any offer is made.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β