Data Analyst - BI Developer - Asset Management - Rothstein Recruitment

Data Analyst - BI Developer - Asset Management

Excellent opportunity opens for a Data Analyst with strong Snowflake, SQL, and PowerBI exposure at a boutique Asset Management firm. This is a great chance to sit with the Investment Management team and develop dashboards and reports that will provide tangible input for business outcomes.

This is a mid-level role ideal for someone who has experience within Investment Management and is looking to make positive impacts within firms' decision making processes through well-governed data outputs.

Key Responsibilities

• Build and maintain ETL/ELT data pipelines into Snowflake, integrating internal and external sources (Bloomberg feeds, SimCorp outputs, market data vendors).
• Develop Power BI dashboards and reports for portfolio managers and other stakeholders.
• Deliver rapid prototypes and iterate into secure, supportable production tools.
• Design and optimise data models in Snowflake to support analytics, reporting, and decision-making.
• Ensure data accuracy, lineage, and security through robust governance practices.
• Automate manual workflows to improve efficiency in data delivery and reporting.
• Collaborate with investment and technology teams to capture requirements and deliver scalable, data-driven solutions.

Skills & Experience

• Strong Python and SQL skills, with experience in Snowflake or another cloud-based data warehouse.
• PowerShell scripting experience.
• Proven ability to build reports and dashboards in Power BI (including DAX and Power Query).
• Hands-on experience with ETL/ELT tools such as dbt, Matillion, or Informatica.
• Exposure to APIs and data integrations from market-data providers.
• Knowledge of financial data and systems (Bloomberg, SimCorp Dimension) and an understanding of investment management workflows (portfolio management, risk, compliance, performance reporting).
• Familiarity with GitHub and modern AI/LLM tools (OpenAI APIs, agentic workflows).

Qualifications

• Bachelor’s degree in Computer Science, Data Engineering, Quantitative Finance, or a related field.
• 2+ years’ experience in data engineering, BI development, or analytics.
• Previous experience in asset management, hedge funds, or investment banking is preferred.

Nice to Have

• Experience with cloud platforms (Azure, AWS, or GCP).
• Familiarity with data governance frameworks and LLM safety/privacy principles.
• Exposure to ESG data and reporting

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