Investment Data Analyst Jobs
Investment Data Analyst jobs are open across asset management, banking, insurance, and fintech, at every level from junior analyst to senior and lead, with specializations in portfolio analytics, quantitative research, and ESG data. See the openings below and apply to the ones that match your experience.
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Showing 5 of 53+ Investment Data Analyst jobs
At Jellyfish we believe that our individual differences are our greatest assets. We are passionate about empowering every employee to reach their full potential and contribute their unique perspectives to our collaborative environment. We are an equal opportunity employer and firmly believe that a diverse and inclusive workforce drives innovation and leads to better solutions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other personal characteristics that make them who they are.
Jellyfish is a global digital marketing agency; a unique fusion of tech enthusiasts, creative minds, and media and data experts all united to empower our clients along their digital journey. Our commitment to embracing diverse perspectives fuels our innovation and strategies that challenge the status quo, reinvent media activation, and craft influential stories for our global clients and their customers. Join us in shaping a future where business growth and personal fulfilment go hand in hand.
Job Description
Reporting to the Director, Investment Analytics, you will join Jellyfish's Investment Analytics team, a broad and diverse team within the Paid Media Practice encompassing Marketing Analysts, Data Scientists and Data Visualization specialists.
You will be the point of contact for all analytics related issues, working with a team of Data planning and BI team members. Be seen as the team's first port of call for daily marketing analytics enquiries, while driving the long term strategic vision of our client's measurement framework, testing agenda, and dash-boarding solutions.
Your primary responsibilities will include:
Work with clients and partners to clarify goals and timings to define dash-boarding solutions, cover data sources, data collection, schema, and visual design
Work with the Sales & Partnerships team and other capabilities to present the benefits of Tableau and other BI tools and their features to prospects and existing clients, depending on their challenges
Contribute to the design of collateral and processes to develop the practice further and improve the product portfolio
Define a measurement framework that is reflective of account strategies by identifying the proper data sources and KPIs aligned to business goals and illustrate campaign effectiveness
Plan measurement proposals to evaluate and refine activity, including test and learn, conversion lift studies and deeper analysis
Identify opportunities to solve recurring client challenges and improve the product portfolio
Qualifications
Proficiency in Tableau
4+ years of working experience
Experience working with diverse data sources across multiple channels to produce insights
Proficient knowledge of digital activation and understanding of the levers a digital marketer may pull to influence marketing outcomes
Experience maintaining an organized and up-to-date pipeline of opportunities combined with a careful approach to process
Experience delivering lift/testing/experimentation for optimizing creative, media, and other marketing factors
Note: We emphasise skills, expertise and behavioural attributes over years of experience and traditional degrees. If you want to join our collaborative team, we invite you to apply today with your resume in English.
Additional Information
Join Jellyfish and experience a workplace where we prioritize your growth, celebrate your contributions, and empower you to tailor your work environment to suit your needs
Reward: You'll be eligible to join our discretionary annual bonus scheme and 401k retirement plan.
Healthcare plans: Have peace of mind with our healthcare, vision and dental insurance, plus short and long-term disability and life cover.
Custom Work Environment: Work remotely for up to 60% of your days and shape your day between 8am. and 6:30pm with flexible working hours.
Family Support: Enjoy 14 weeks of paid leave for primary caregivers and 4 weeks of paid leave for secondary caregivers.
All your information will be kept confidential according to EEO guidelines.
Unfortunately, there has been an increase in fake recruiters impersonating Jellyfish and unlawfully using our brand name. If you are unsure if an email with a job offer you have received is genuinely from Jellyfish, or if you suspect any fraudulent activity, please report it to talentacquisition@jellyfish.com.
Compensation Range: $90K - $120K
At Jellyfish we believe that our individual differences are our greatest assets. We are passionate about empowering every employee to reach their full potential and contribute their unique perspectives to our collaborative environment. We are an equal opportunity employer and firmly believe that a diverse and inclusive workforce drives innovation and leads to better solutions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other personal characteristics that make them who they are.
Jellyfish is a global digital marketing agency; a unique fusion of tech enthusiasts, creative minds, and media and data experts all united to empower our clients along their digital journey. Our commitment to embracing diverse perspectives fuels our innovation and strategies that challenge the status quo, reinvent media activation, and craft influential stories for our global clients and their customers. Join us in shaping a future where business growth and personal fulfilment go hand in hand.
Job Description
Reporting to the Director, Investment Analytics, you will join Jellyfish's Investment Analytics team, a broad and diverse team within the Paid Media Practice encompassing Marketing Analysts, Data Scientists and Data Visualization specialists.
You will be the point of contact for all analytics related issues, working with a team of Data planning and BI team members. Be seen as the team's first port of call for daily marketing analytics enquiries, while driving the long term strategic vision of our client's measurement framework, testing agenda, and dash-boarding solutions.
Your primary responsibilities will include:
Work with clients and partners to clarify goals and timings to define dash-boarding solutions, cover data sources, data collection, schema, and visual design
Work with the Sales & Partnerships team and other capabilities to present the benefits of Tableau and other BI tools and their features to prospects and existing clients, depending on their challenges
Contribute to the design of collateral and processes to develop the practice further and improve the product portfolio
Define a measurement framework that is reflective of account strategies by identifying the proper data sources and KPIs aligned to business goals and illustrate campaign effectiveness
Plan measurement proposals to evaluate and refine activity, including test and learn, conversion lift studies and deeper analysis
Identify opportunities to solve recurring client challenges and improve the product portfolio
Qualifications
Proficiency in Tableau
4+ years of working experience
Experience working with diverse data sources across multiple channels to produce insights
Proficient knowledge of digital activation and understanding of the levers a digital marketer may pull to influence marketing outcomes
Experience maintaining an organized and up-to-date pipeline of opportunities combined with a careful approach to process
Experience delivering lift/testing/experimentation for optimizing creative, media, and other marketing factors
Note: We emphasise skills, expertise and behavioural attributes over years of experience and traditional degrees. If you want to join our collaborative team, we invite you to apply today with your resume in English.
Additional Information
Join Jellyfish and experience a workplace where we prioritize your growth, celebrate your contributions, and empower you to tailor your work environment to suit your needs
Reward: You'll be eligible to join our discretionary annual bonus scheme and 401k retirement plan.
Healthcare plans: Have peace of mind with our healthcare, vision and dental insurance, plus short and long-term disability and life cover.
Custom Work Environment: Work remotely for up to 60% of your days and shape your day between 8am. and 6:30pm with flexible working hours.
Family Support: Enjoy 14 weeks of paid leave for primary caregivers and 4 weeks of paid leave for secondary caregivers.
All your information will be kept confidential according to EEO guidelines.
Unfortunately, there has been an increase in fake recruiters impersonating Jellyfish and unlawfully using our brand name. If you are unsure if an email with a job offer you have received is genuinely from Jellyfish, or if you suspect any fraudulent activity, please report it to talentacquisition@jellyfish.com.
Compensation Range: $90K - $120K
Investment Data Analyst Jobs by Experience Level
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Find Investment Data Analyst JobsInvestment Data Analyst Job Market
Who's Hiring
Top Industries Hiring
- Retail
- Investment & Asset Management
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in investment data analyst jobs.
- Proficiency in Python or R for financial data analysis and modeling
- Advanced SQL skills for querying and managing large investment datasets
- Experience with Bloomberg Terminal, FactSet, or Refinitiv Eikon
- Bachelor's degree in finance, statistics, mathematics, or a related quantitative field
- Knowledge of portfolio analytics, risk metrics, or fixed income data structures
- CFA Level I progress or completion preferred for mid-level and senior roles
Tips for Your Investment Data Analyst Job Search
Tailor your resume to data toolchains
Investment data analyst job postings almost always list specific tools like Python, SQL, Bloomberg Terminal, or FactSet. Mirror the exact tool names from each posting in your resume's skills and experience sections so your application clears automated screening.
Quantify portfolio and market impact
Generic resume bullets won't distinguish you in this role. Replace phrases like 'analyzed investment data' with specific outcomes: how much data you processed, how many models you built, or how your analysis influenced a decision. Numbers do the work.
Target postings by data domain not just title
Many investment data analyst roles are buried under titles like 'quantitative analyst,' 'portfolio data specialist,' or 'risk data analyst.' Search for the underlying skills you have, such as fixed income analytics or equity data modeling, to find openings that match your background.
Apply early to roles that fit
Migrate Mate lists investment data analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a data case for technical interviews
Most investment data analyst interviews include a live coding or case exercise using real or simulated financial datasets. Practice cleaning messy time-series data, writing efficient SQL joins on large tables, and explaining your analytical choices out loud as you work.
Negotiate by citing comparable data roles
When you receive an offer, reference Bureau of Labor Statistics compensation data for financial analysts and comparable data roles in your metro area. Firms in this space expect candidates who can analyze data to have done their research on market rates.
Investment Data Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most investment data analysts?
JPMorganChase, Castleton Tower, and PGIM are hiring the most investment data analysts right now, with openings concentrated in New York, Massachusetts, and Pennsylvania, based on current listings on Migrate Mate as of November 2026. Demand is strongest at asset managers, large banks, and insurance firms with sizable quantitative research teams.
How many investment data analyst jobs are remote?
About 97% of investment data analyst openings are fully remote or hybrid as of November 2026, though on-site roles remain common at trading desks and wealth management firms. Sub-areas like ESG data analysis, index research, and performance reporting tend to offer the most remote flexibility.
How do you become an investment data analyst?
Start with a quantitative undergraduate degree in finance, economics, statistics, or computer science. Build fluency in SQL and Python through coursework or personal projects using publicly available financial datasets. Gain experience with financial data platforms through internships or entry-level roles in research operations or fund accounting. Pursuing CFA coursework accelerates progression into senior analyst positions.
How do you get hired as an investment data analyst with little experience?
Build a portfolio of financial data projects using public market data, such as constructing a sector rotation model or cleaning and analyzing earnings data. Apply to operations analyst or data associate roles at asset managers, which often serve as direct pipelines into investment data analyst positions. Demonstrating Python or SQL fluency through a GitHub portfolio can substitute for years of formal experience.
What does the investment data analyst interview process look like?
Most processes run three to four rounds: an initial recruiter screen, a hiring manager conversation focused on your analytical background, a technical assessment involving SQL queries or Python data manipulation on a sample financial dataset, and a final round with the broader team. Some firms add a presentation where you walk through a past analysis or interpret a dataset they provide in advance.
Where can I find and apply to investment data analyst jobs?
You can find and apply to investment data analyst jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your skills and experience level, then apply directly to each one that fits.
See All 53 Investment Data Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find Investment Data Analyst Jobs