Senior Investment Data Analyst

The Investment Data Senior Analyst will play a critical role in advancing Venerable’s investment data and reporting environment. This position blends strong technical acumen with investment data expertise to deliver scalable, efficient, and high-quality investment data solutions. Investment data encompasses the full spectrum of information supporting the investment lifecycle from security reference and transactions data to risk metrics and analytics. The analyst will focus on driving automation, enhancing process efficiency, and supporting the development of a robust data and reporting infrastructure that meets the evolving needs of internal stakeholders. This position resides within the Investment and Risk Operations team in Venerable’s Risk department.

Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office.

Please note that this position is not eligible for visa sponsorship or visa transfers at this time.

Primary 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.

The candidate must possess the following skills and experiences:

• 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 skills and Qualifications:

• 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.

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Venerable Values: 

Every position at Venerable has responsibility for living out the company's values as described here:

We are Courageous - We think critically, ask "why?" and seek out creative solutions.

We are Curious  - We take calculated risks, learn from out failures, and challenge traditional ways of thinking.

We are Connected - We are connected to each other, our customers and our community.

Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate’s skills and experience or otherwise conflict with Venerable’s hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for.

If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.