Senior Analyst, Data Engineering & Investment Analytics

San Francisco Bay Area, Remote. Posted 6 months ago

The role

This person will build production data pipelines and design Snowflake schemas. They will also present portfolio analytics insights to CIOs and translate business requirements into technical architectures.

What you will do

Partner with investment professionals to translate analytical needs into data products
Build customized dashboards, analytics tools, and quantitative investment applications
Present data-driven insights and recommendations to senior client stakeholders
Identify opportunities where better data infrastructure can improve investment processes
Design and implement scalable data platforms and end-to-end data pipelines
Develop and optimize production-grade code in Python and SQL
Build and maintain data models for portfolio analytics, risk reporting, and investment operations
Leverage AI-assisted development tools to accelerate delivery
Translate business requirements from investment teams into technical architectures
Own projects end-to-end from scoping to delivery

Required qualifications

5+ years of hands-on experience in a role combining data/analytics engineering with business analysis or investment analytics
Prior experience within investment management, financial services, or firms that serve them
Proficiency in Python and advanced SQL
Experience with modern data platforms like Snowflake, Databricks, or similar
Experience with data modeling principles
Ability to communicate technical concepts to non-technical investment professionals
Comfort working directly with senior clients and managing stakeholder expectations

Nice to have

Experience with data pipeline orchestration tools (Airflow, Dagster, Prefect)
Background in portfolio analytics, fund accounting, or investment operations workflows
Familiarity with BI/visualization tools (Sigma, Tableau, Looker)
Management consulting experience (strategy or implementation)
Experience building quantitative trading or investment tools

Benefits

Direct Mentorship: Work alongside the firm's Principals on every engagement
Modern Tech Stack: Work with best-in-class tools
Path to Growth: Clear trajectory toward expanded responsibilities
Potential to transition into a senior role at a leading Bay Area asset allocator

About the company

Castleton Tower is a boutique consulting firm founded by executives from top-tier hedge funds and asset managers. They work with investment management firms to modernize data infrastructure and build AI-ready foundations.