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Data Analyst- Asset Management / Investments
- HTC Global Services Inc (Iselin, NJ)
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Overview
HTC Global Services is seeking a Data Analyst – Asset Management to strengthen our client’s investment operations through advanced data analytics and reporting. The ideal candidate combines hands-on Snowflake expertise with a deep understanding of asset management workflows to deliver insights that drive business and portfolio performance.
Key Responsibilities
+ Analyze large, complex datasets from portfolio, trading, and operations systems using Snowflake and SQL.
+ Build and optimize data pipelines and ETL processes to support investment analytics, risk reporting, and compliance dashboards.
+ Partner with investment, operations, and compliance teams to translate business questions into analytical deliverables.
+ Develop and maintain dashboards, reports, and KPIs that support investment decisions and regulatory requirements.
+ Ensure data quality, lineage, and governance across data sources.
+ Perform performance tuning and troubleshooting within Snowflake to maintain efficient data models and queries.
+ Conduct ad hoc analysis to support front-office and middle-office initiatives.
Required Qualifications
+ 3+ years of experience in the asset management or investment operations domain.
+ Advanced proficiency in Snowflake (data modeling, query optimization, performance tuning).
+ Strong SQL skills; ability to write and debug complex queries.
+ Working knowledge of mutual funds, ETFs, portfolios, and common investment data structures.
+ Bachelor’s degree in Computer Science, Finance, Engineering, or a related field.
Preferred Qualifications
+ Experience with cloud platforms (AWS, Azure) and ETL tools.
+ Familiarity with regulatory reporting such as SEC filings or MiFID II.
+ Programming experience in Python or R for advanced analytics or automation.
+ Strong communication skills and ability to work across investment, risk, and compliance functions.
Why Join
This role offers the opportunity to play a key part in the digital transformation of asset management analytics, enabling better data-driven decisions across investment and operational teams.
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