Financial Data Analyst

Required Skills & Experience

• Bachelor’s degree in Finance, Economics, or a related field • 5+ years of experience in Data Operations, Data Governance, or Investment Operations within an Asset Manager or Hedge Fund. • Deep understanding of financial instruments (Equities, Bonds, Futures, Options) and Reference Data (Issuers, Corporate Actions, Ratings, Classifications). • Familiarity with major index providers (e.g., MSCI, S&P, Bloomberg, FTSE) and how benchmark data is structured (constituents, weights, returns). • Advanced Excel proficiency (VLOOKUP, Pivot Tables). • Proficiency in SQL for data querying and analysis.

Nice to Have Skills & Experience

• Familiarity with accounting and valuation of various asset classes including structured products and derivatives • Experience with Accounting and Trading Systems; APX, CRD, Bloomberg • Experience with major EDM (Enterprise Data Management) platforms (e.g., GoldenSource, IHS Markit/S&P EDM, SimCorp).

Job Description

Insight Global is seeking a highly detail-oriented and experienced Financial Data Analyst for a critical data transformation project. This role focuses on the migration of Benchmark (Index) and Security/Issuer Master data from a legacy system to a new data platform. Unlike a pure engineering role, this position requires a high degree of business knowledge. The ideal candidate understands the complexities of financial reference data and can bridge the gap between technical migration and business utility. You will be responsible for ensuring the integrity of data through rigorous cleanups, reconciliation, and UAT. This will involve analyzing large datasets of security and benchmark data (Equities, Fixed Income, Derivatives, Indices) to identify gaps, duplicates, and inconsistencies prior to migration. You will help to lead the reconciliation process between the old and new platforms to ensure data parity. The ideal candidate will have knowledge of financial products and valuation coupled with a strong background in data management, including experience with SQL, PowerApps, and Python. This position requires you to be onsite in Boston 4 days a week with 1 day of remote flexibility. The compensation for this role is based on years of experience and ranges from $32/hr-$37/hr.