Senior Investment Data Solutions Analyst

The Investment Data Solutions Senior Analyst will play a critical role in advancing Venerable’s investment data and reporting environment. This position blends strong technical acumen with financial services 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.

Primary Responsibilities:

• Design and implement scalable, automated processes for investment data ingestion, transformation, validation, and reconciliation.

• Support product management activities for investment data and reporting infrastructure by contributing to requirements gathering, user story development, and user acceptance testing (UAT).

• Collaborate with technology teams to enhance data pipelines, data models, and integration with downstream systems. Maintain and evolve centralized investment data repositories to support analytics, reporting, and operational workflows.

• Monitor and troubleshoot data flows from internal and external sources to ensure timely and accurate delivery of investment data and reports.

• Analyze data exceptions and trends to identify root causes, recommend process improvements, and implement control enhancements that improve data quality and operational efficiency.

• Develop, maintain, and produce reports and dashboards to support analysis, oversight, and financial modeling.

• Contribute to investment data governance by maintaining data dictionaries, metadata, and documentation of processes, definitions, and controls to ensure consistency and transparency across the organization.

• Partner with internal stakeholders across Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology to align data solutions with business needs. Collaborate with external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data activities.

• Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders.

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, with a strong preference for roles involving investment data and analytics.

• 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.

#LI-MB1

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.