Department: Investments
Location: Washington, DC
Compensation: $120,000 - $150,000 / year
Description
The Investment Data Analyst will be an integral part of Invictus's investment team, supporting data-driven decision-making for private credit funds. The role will focus on leveraging financial analysis, data visualization, and technology integration to enhance the firm's investment strategies. The successful candidate will develop and maintain databases, create models, and generate insights that inform key business decisions. This position offers exposure to all levels of the company and opportunities for hands-on learning in the financial services sector.
Key Responsibilities
- Assist in processing and transforming financial data for use across accounting, portfolio construction, and securitization.
- Develop and maintain reports and dashboards for investor reporting, ensuring clarity and accuracy.
- Work with SQL Server to build and manage databases for efficient data aggregation and analysis.
- Collaborate with investment, risk, and technology teams to integrate new data sources and improve data-driven workflows.
- Support ongoing automation projects using VBA, Python, or similar tools to improve data workflows.
- Help interpret and analyze data to ensure it meets business needs and supports decision-making.
- Analyze large datasets to support investment decisions in the residential whole loan and non-agency mortgage securities sectors.
- Support fund-level data aggregation and reporting, focusing on performance metrics, liquidity management, and asset-level analysis.
- Build and manage databases to streamline data collection, analysis, and reporting processes across the investment team.
- Prepare data visualizations and dashboards to present key insights to internal teams and investors.
- Contribute to investment pitches, research reports, and investor communications with detailed data analysis and insights.
- Assist in the analysis and execution of securitizations and other capital market transactions, including compliance checks, financial summaries, and documentation.
Skills, Knowledge and Expertise
- 1-2 years of experience in data analytics, financial analysis, or a related field.
- Bachelor's degree or higher in a data-focused discipline such as Data Science, Mathematics, Statistics, Economics, Computer Science, Information Systems, Engineering, or a related field.
- A strong foundation in T-SQL and SQL is required; experience with SQL Server is advantageous.
- Proficiency in Python, C#, C++, VBA, or comparable languages, particularly in contexts of data automation, analysis, and manipulation.
- Advanced Excel skills, including proficiency with macros and complex formulas.
- Knowledge of database management systems, data visualization tools (e.g., Tableau, Power BI), and reporting software.
- Excellent communication skills, with the ability to present data insights clearly and concisely to both technical and non-technical stakeholders.
- Ability to prioritize and manage multiple projects in a dynamic, fast-paced environment.
- Familiarity with financial markets, particularly mortgage loans and securitizations, is a plus.
Key Competencies
Technical Proficiency: Advanced skills in SQL, Python, VBA, and data visualization tools (e.g., Tableau, Power BI) to support data automation, analysis, and visualization.
Analytical Thinking: Strong ability to analyze large datasets, identify trends, and deliver actionable insights that support investment decisions and business strategies.
Attention to Detail: Precision in handling complex financial data, ensuring accuracy in dashboards, reports, and investor communications.
Collaboration and Communication: Ability to work effectively with cross-functional teams, including investment, risk, and technology, and clearly present technical data to non-technical stakeholders.
Adaptability: Capacity to manage multiple projects in a fast-paced environment, embracing evolving priorities and integrating new data sources or technologies efficiently.
How This Role Demonstrates Our Values
Integrity: This role ensures transparency and accuracy in data handling, reporting, and analysis, building trust with internal teams and investors. By upholding the highest ethical standards, the Investment Data Analyst guarantees that all data-driven insights align with organizational objectives and compliance requirements.
Excellence: Through advanced technical proficiency and a focus on continuous improvement, the Investment Data Analyst delivers superior-quality dashboards, reports, and analyses. This role demonstrates a commitment to going above and beyond to support informed decision-making and investment strategies.
Collaboration: Working closely with the investment, risk, and technology teams, the Investment Data Analyst fosters an environment of teamwork and shared success. The role involves clear communication and alignment of goals to ensure seamless integration of data-driven workflows across departments.
Critical Curiosity: By exploring new data sources, technologies, and innovative solutions, the Investment Data Analyst challenges the status quo. This role thrives on asking thoughtful questions, seeking patterns in complex data, and uncovering opportunities to optimize processes and enhance investment outcomes.
Benefits
- Invictus medical, dental and vision through Blue Cross Blue Shield
- We offer FSA's for healthcare, dependent care, transit and commuter costs.
- Safe harbor 401(k) match of 4%; employees need 3-months of service to be eligible to participate. No vesting after that.
- $80 per month cell phone reimbursement.
- 20 Days of PTO accrued at the beginning of the year, plus 10 company holidays.
