Senior Data Analyst – Investment Management

Role Overview

• The Senior Data Analyst will operate within Davy’s enterprise Data & Analytics function, supporting the Investment Management team as a key analytical partner to portfolio management, investment research and risk teams.
• This is a hands-on role at the intersection of data analysis, data product ownership and quantitative modelling. The role combines deep analytical capability with an understanding of investment data and business needs, translating complex datasets into insights that support portfolio construction, performance analysis and investment decision-making, including ownership of analytical use cases from requirement through to delivery.
• Work closely with data engineering teams (including Snowflake engineers), the role will contribute to the design and development of scalable data solutions, ensuring investment data is trusted, accessible and fit for purpose. The role requires a strong delivery focus, with responsibility for managing and prioritising analytical and data product backlogs in an Agile environment.
• Partner with portfolio managers and investment teams to translate business requirements into analytical and data solutions
• Develop analytical models and insights to support portfolio performance, attribution analysis and investment decision-making
• Design and deliver performance attribution and portfolio analytics to support investment decision-making
• Build dashboards and reporting outputs for investment, risk and senior stakeholders
• Collaborate closely with data engineers to develop and enhance investment data pipelines and data models
• Support the development of curated investment data sets and data products to enable self-service analytics
• Operate within Agile delivery frameworks, using tools such as Jira and Azure DevOps to track progress and manage work
• Manage and prioritise a backlog of analytical and data product requirements, ensuring alignment to business priorities and delivery timelines
• Define and apply data quality standards across investment data, ensuring accuracy and consistency
• Explore and apply AI and advanced analytical techniques to enhance insights, efficiency and decision support
• Work with third-party data providers (e.g. Bloomberg, FactSet, MSCI) to source, validate and integrate data

Requirements

• 5–8 years’ experience in data analytics, with experience in investment management, asset management or financial services
• Strong analytical capability with experience in performance attribution, portfolio analytics or risk modelling
• Proficiency in Python (e.g. pandas, NumPy) for financial data analysis and modelling
• Advanced SQL skills and experience working with cloud data platforms (e.g. Snowflake, Databricks)
• Good understanding of financial instruments (equities, fixed income, derivatives) and associated data structures
• Experience working within Agile environments, including backlog management and iterative delivery
• Familiarity with project management and delivery tools such as Jira and Azure DevOps
• Experience working with data engineering teams and contributing to data pipeline or data product development
• Experience with data visualisation tools (e.g. Power BI, Tableau)
• Strong stakeholder engagement skills with the ability to communicate complex analysis clearly
• Demonstrated delivery focus, with the ability to prioritise effectively and drive outcomes in a fast-paced environment
• Interest in and ability to apply AI or advanced analytics techniques to financial data is desirable

Tech Stack

• Azure
• Cloud
• Numpy
• Pandas
• Python
• SQL
• Tableau

Benefits

• Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid.
• Our Sports & Social teams promote physical wellbeing and social connection.
• We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.
• Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.
• Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.
• Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.