Senior Data Analyst at Preply driving insights for business growth and operational efficiency. Collaborating with cross - functional teams to enhance retention and revenue metrics.
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Hybrid Senior Investment Data Analyst
Posted 5 hours ago
About the role
- Sr. Investment Data Analyst responsible for financial insights and automating database architecture for Globe Life’s diverse investment portfolio. Supporting a multi-asset portfolio to modernize analytical and reporting capabilities.
Responsibilities
- Collaborate with IT to optimize data infrastructure, ensuring data integrity and accessibility.
- Automate / change process / reinvent process
- Apply data modeling techniques (hierarchical, relational, dimensional, etc.) to integrate investment accounting and FP&A datasets.
- Develop and maintain dashboards, reports, and data models to enhance financial insights and decision-making.
- Use programming languages such as Python or R along with AI tools to automate processes and improve efficiency.
- Modernize legacy Excel-based models into scalable, automated solutions using BI tools like Tableau or Power BI.
- Drive process improvements and automation initiatives to streamline FP&A and reporting.
- Develop and maintain robust Discounted Cash Flow (DCF) models to determine the valuation of private investments
- Support automation and analytics across investment management, treasury and investment accounting.
- Investigate and resolve discrepancies during daily processing.
- Develop and implement financial models for scenario planning, budgeting, and forecasting.
- Analyze investment financial data to identify trends, variances, risks, and opportunities for Globe Life subsidiaries.
- Prepare and present comprehensive financial reports and analyses, including monthly, quarterly, and annual reports for subsidiary boards of directors, financial reporting, and management.
- Partner with other departments to gather relevant information and ensure alignment of financial plans with strategic objectives.
- Calculate and verify daily, monthly, and quarterly investment returns for various asset classes.
- Perform Performance Attribution to identify specific drivers of portfolio returns, such as asset allocation and security selection.
- Analyze risk-adjusted returns and monitor benchmarks to ensure alignment with investment objectives.
Requirements
- Bachelor’s degree in Finance, Mathematics, Computer Science, or a related quantitative field; CFA, FRM, CAIA, CPA or similar designation preferred.
- MBA or an advanced degree in a relevant field, preferred.
- Minimum of 5-10 years of progressive experience in financial analysis and reporting, process automation, database development.
- Experience with automations / data modeling/database/systems.
- Demonstrated experience in a senior analyst or lead role where independent work and strategic contributions were expected.
- Deep understanding of fixed income, portfolio performance metrics, and risk management.
- Proven ability to build "repeatable" processes rather than one-off analyses.
- Advanced proficiency in Microsoft Excel, SQL and at least one programming language (Python or R) for data manipulation and automation, and visualization tools, such as tableau and power BI.
- Demonstrated expertise in Data & Financial analysis, including forecasting, budgeting, and financial modeling.
- Advanced analytical skills with ability to translate complex financial data into actionable insights.
- Strong collaboration and communication skills; able to present findings clearly to both technical and non-technical stakeholders.
- Advanced proficiency in building professional-grade DCF, IRR, and NPV models from scratch.
- Ability to work independently, prioritize tasks, and manage multiple projects in a fast-paced environment.
- Experience with financial systems; interest in process automation and efficiency improvements.
- Knowledge of investment accounting and reporting, with a strong understanding of financial instruments, accounting principles (e.g., GAAP, SAP), and regulatory requirements for insurance companies.
Benefits
- Competitive compensation designed to reflect your expertise and contribution.
- Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
- Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
- Paid holidays and time off to support a healthy work-life balance.
- Parental leave to help our employees welcome their new additions.
- Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
- Company-paid counseling for assistance with mental health, stress management, and work-life balance.
- Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
- Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
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