Regional Data Analyst - S. Capital Equity Fund (Boston OR Chicago)

New York, NY 10012

Post Date: 02/14/2018 Job ID: 10062 Category: Data

Regional Data Analyst

Company Description

Our Client is a leading global financial institution with a diverse business platform built on a foundation of world-class talent, technology, and infrastructure.

Our Client’ s equity fund is a fundamental, long/short equity platform consisting of independent, industry-focused teams, specializing in all major sectors. The teams utilize a fundamental, bottoms-up approach to stock selection in a market neutral context.

  • Assist Portfolio Managers and Analysts to leverage fundamental and alternative equity data in order to streamline and institutionalize the modeling and investment research process
  • Build customized analysis that incorporates internal and external data
  • Analyze new data sets and determine statistical relevance to financial metrics
  • Innovating and thinking critically about improving the investment process
  • Running daily data quality management processes and reports


  • Graduate or Undergraduate degree in Computer Science,  Engineering, Mathematics, or Statistics
  • 1-3yrs of investment banking, big 4 accounting, management consulting, or related experience
  • Ability to seamlessly manage across multiple projects
  • Strong proficiency in Excel and ability to use complex formulas to organize, analyze & present data
  • Excellent communication skills and the ability to work in a team environment
  • Programming experience in any of the following - SQL, Python, R, or VBA


  • Unique individuals that are innovators
  • Organized and able to present ideas
    • Can read research and market information, outline points, and present in a clear and concise manner
    • Can easily access data when needed
  • Strong Work Ethic
    • Assertive yet willing to work within a team and take on any task
    • Creative, strong work ethic and works efficiently
  • Professional demeanor
    • Able to present, communicate, and is approachable to management teams
    • Has self-reliance and uses good common sense
    • Is able to build strong company relationships and build out network with peers and sell side analysts
  • Intellectually Curious
    • Is able to identify and present meaningful data that is unique and useful
    • Genuinely interested in investing and what drives decision making
  • Willingness to travel


Excel, Python, SQL, Data Analysis,

Evan Pollock

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