Position Details

Salary $70K – $90K USD / year

Type Full-Time

Experience entry

Exp. Years 0

Education Bachelor's Degree in Finance, Business Analytics, Statistics, Mathematics, or Computer Science required

Category Data & Analytics

About this role

Investment Data Analyst supporting data automation and centralized data assets for Hartford Funds Investment Management Group, leveraging data warehouses and AI tools where applicable.

Key Responsibilities

Maintain and enhance reporting using Data Warehouse/AI tools; act as data steward; standardize/ automate reporting; support data requests; ensure data quality

Technical Overview

Proficiency in Tableau/Power BI, Excel, VBA, and data scripting with Python/SQL; familiarity with Morningstar/Lipper/Bloomberg/FactSet; working with structured data and BI tooling.

Ideal Candidate

The ideal candidate is an entry- to mid-level data analyst with strong data visualization skills (Tableau/Power BI), Excel, and a foundation in structured data using Python/SQL/SAS, ideally within asset management data contexts.

Must-Have Skills

Bachelor's Degree in FinanceBusiness AnalyticsStatisticsMathematicsor Computer ScienceExperience with Tableau or PowerBIExperience with structured data using PythonSQL or SAS

Nice-to-Have Skills

MorningstarLipperBloombergFactSetVBA experience

Tools & Platforms

TableauPower BIMicrosoft ExcelVBAMorningstarLipperBloombergFactSetPythonSQLRSAS

Required Skills

TableauPower BIExcelVBAMorningstarLipperBloombergFactSetPythonSQLRSASStructured dataData Visualization

Hard Skills

TableauPower BIExcelVBAMorningstarLipperBloombergFactSetPythonSQLRSASStructured dataData Visualization

Soft Skills

communicationorganizationprioritizationindependenceteamworkprocess improvement

Industry & Role

Industry Insurance

Job Function Data automation and reporting for investment management

Role Subtype Data Analyst

Tech Domains Tableau, Power BI, Excel, VBA, Morningstar, Lipper, Bloomberg, FactSet, Python, SQL, R, SAS

Keywords for Your Resume

Investment Data AnalystData AnalystTableauPower BIExcelVBAMorningstarLipperBloombergFactSetPythonSQLRSASStructured dataData VisualizationData automationData warehousePortfolio dataInvestment ManagementAsset Management

Deal Breakers

Bachelor's degree required, Experience with Tableau or Power BI, Experience with structured data using Python/SQL/SAS

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