Venerable ยท 23 hours ago
Senior Investment Data Analyst
Greater Philadelphia
Full-time
Hybrid
Senior Level
5+ years expVenerable is a company dedicated to enhancing investment data solutions and reporting. The Investment Data Senior Analyst will focus on automating processes, improving data quality, and supporting the development of a robust data infrastructure to meet internal stakeholder needs.
Financial Services
No H1B
Responsibilities
Design and implement scalable, automated processes for investment data ingestion, transformation, validation, reconciliation, and reporting to ensure accuracy and efficiency
Contribute to investment data product management, including requirements gathering, user story development, and user acceptance testing (UAT). Participate in product planning and roadmap discussions to align data capabilities with business objectives
Enhance and maintain data infrastructure, including pipelines, models, and centralized repositories, ensuring seamless integration with downstream systems and supporting analytics, reporting, and operational workflows
Monitor and troubleshoot data flows from internal and external sources, analyze exceptions and trends, and implement process and control improvements to strengthen data quality and operational efficiency
Develop and maintain dashboards and reports to support oversight, financial modeling, and strategic decision-making
Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders
Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives
Advance investment data governance by managing data dictionaries, metadata, and process documentation to promote consistency and transparency across the organization
Qualification
Required
Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field
5+ years of experience in financial services, including direct experience with investment data management and solution design
Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk
Proficiency in SQL, with a strong preference for experience working with large datasets and database design
Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT)
Experience with data transmission, loading, reconciliation, reporting, and downstream integration
Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools
Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics
Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail
Ability to work independently and collaboratively in a cross-functional, fast-paced environment
Ability to manage competing priorities and meet deadlines
Preferred
Familiarity with data pipeline architecture and hands-on experience with cloud platforms, particularly Amazon Web Services (AWS)
Experience with data visualization and reporting tools, particularly Power BI
Programming experience in Python, R, or similar languages
Experience with analytics, financial, or investment accounting platforms such as Blackrock Aladdin, Factset, or Clearwater
Strong communication and interpersonal skills to engage effectively with internal teams and external partners
Experience with Agile methodologies and tools
CFA designation or progress toward it
Company
Venerable
Venerable is a privately held company with business operations based in West Chester, Pennsylvania and Des Moines, Iowa.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2017-12-01Acquired
Leadership Team
Alexandra Findleton
Vice President, Head of Flow Reinsurance
Ron Tanner
Vice President and Deputy General Counsel
Recent News
Business Wire
2025-12-03
Morningstar.com
2025-08-04
Company data provided by crunchbase