Data Analyst, Data Operations

Data Analyst, Data Operations

Chicago, IL (Loop) | Hybrid (4 days onsite, 1 day remote)

Compensation: Up to $155,000 base

• bonus (total compensation around $180,000 )

Our client, a well-established Chicago-based investment management firm, is seeking a Data Analyst to join their Data Operations team. This is a highly visible, firmwide role supporting teams across Investments, Finance, Accounting, Legal, and Distribution while helping modernize the firm's reporting environment as they transition to the State Street Alpha platform.

This is an excellent opportunity for someone who enjoys partnering directly with business stakeholders, building reporting solutions, and working with investment data in a collaborative environment.

What You'll Do

• Partner with business stakeholders to gather requirements and deliver reporting and analytics solutions
• Design, build, and enhance reports and dashboards, primarily using Power BI
• Work with portfolio holdings, investment transactions, and security master data
• Write SQL queries for reporting, data validation, and analysis
• Support a major reporting migration tied to the firm's State Street Alpha implementation
• Help improve data quality, governance, and reporting standards across the organization
• Participate in system implementations and data integration initiatives

What We're Looking For

• 5+ years of experience in investment management, asset management, wealth management, or financial services
• Hands-on experience working with portfolio holdings, investment transactions, security master data, or investment reporting
• Strong SQL skills
• Experience developing reports and dashboards in Power BI
• Working knowledge of Python for reporting, automation, or data validation
• Excellent communication skills with experience gathering requirements and partnering directly with business stakeholders
• Ability to own projects from requirements through delivery

Nice to Have

• Experience with State Street Alpha, Eagle, Charles River (CRIMS), Bloomberg, or similar investment platforms
• Exposure to Snowflake or InterSystems IRIS
• Experience with data governance or enterprise reporting modernization initiatives