Senior Associate, Data Analytics

Role Description

The Sr. Associate, Data Analytics is an experienced individual contributor role responsible for owning and elevating the firm's data analysis function across a fast-paced, project-based environment in which accuracy, consistency, and speed of delivery are critical to client outcomes.

• Requires deep expertise in synthesizing inputs from multiple sources into executive-ready intelligence that informs strategic decisions on active solicitation campaigns.
• Work with extensive data to provide insights.
• Strong command of AI tools and process enhancement is essential.
• Operate with a high degree of autonomy in a remote environment while consistently delivering work products that meet the standards of senior executive and client audiences.

Core Responsibilities

• Aggregate and reconcile data from multiple sources into a single, authoritative view.
• Collaborate directly with the CEO and client-facing teams to translate analytical findings into strategic recommendations.
• Design and maintain standardized reporting templates and dashboards that deliver consistent, clean intelligence to executives and clients across every engagement.
• Own quality control on all data outputs.
• Elevate the quality, consistency, and speed of client-facing work products, including decks, data summaries, and campaign status reports.
• Work with the firm’s AI-powered reporting infrastructure, further enhancing data ingestion, normalization, and delivery across the project lifecycle.
• Identify new opportunities for automation and champion their transformation through intelligent tooling.
• Maintain data governance standards, naming conventions, and workflow documentation.
• Utilize predictive analysis to surface trends and provide data-driven recommendations that allow the firm to act before problems occur.

Qualifications

• 5+ years of analytical experience in financial services, with deep expertise in mutual funds or related investment products.
• Advanced proficiency in data manipulation and analysis tools (Excel/Power Query required; Python, SQL, or R strongly preferred).
• Demonstrated ability to synthesize multi-source data into clean, executive-ready deliverables under deadline pressure.
• Strong working knowledge of AI tools and their application to data workflows, reporting automation, or process improvement.
• Exceptional attention to detail. You catch errors others miss and hold your work to a high standard.
• Outstanding written and verbal communication skills; comfort translating data into narrative for senior executives and clients.
• Proven ability to manage multiple concurrent projects in a fast-paced, time-bound environment.

Strongly Preferred

• Hands-on familiarity with proxy solicitation mechanics and analytics.
• Familiarity with process improvement methodologies (Lean, Six Sigma, or equivalent).
• Experience building BI dashboards (Power BI, Tableau, or similar).
• Prior experience at a proxy advisory, transfer agent, fund administrator, or fund company.
• Exposure to predictive modeling or forecasting in a financial data context.

Benefits

• Sodali & Co is proud to be an Equal Opportunities Employer.
• We celebrate diversity and are committed to creating an inclusive environment where everyone feels valued and respected.
• We welcome applications from all qualified individuals regardless of race, color, religion, sex (including sexual orientation, gender identity, and pregnancy), national origin, age, disability, or veteran status.
• We are committed to providing reasonable accommodations to support candidates with disabilities or access needs throughout the recruitment process.