What are the responsibilities and job description for the Data Analyst position at Southeastern Asset Management?

Southeastern Asset Management, Inc. (SAM), an investment advisor founded in 1975 with approximately $5 billion in assets under management, has an immediate need for a Data Analyst at our headquarters in Memphis, TN.

We are value investors focused on delivering superior long-term absolute returns while minimizing the risk of permanent capital loss. We invest for the long-term in concentrated portfolios of publicly traded, competitively entrenched, well-managed businesses purchased at steep discounts to their intrinsic values. SAM manages investments for clients through separately managed accounts and as advisor to the Longleaf Partners Funds, a series of four US mutual funds, as well as two Irish-domiciled UCITS funds.

SAM has built its corporate culture around the concept of partnership with clients and employees. We have been able to maintain this culture by operating based on the following values :

Hiring individuals who exhibit strong character, an ability to think independently while working with a team, and a passion for the firm.
Complete alignment of interest with clients through 100% employee ownership, a conflict free business model focused on investment management, and a Code of Ethics that requires each employee to invest alongside clients (we are collectively our own largest client).
A unique and disciplined investment philosophy that has been consistently applied for over four decades through multiple market cycles.

The Data Analyst position reports to the Head of Business Systems and will primarily work with the Business and Technology, Research, and Client Management teams at SAM. The Data Analyst role will manage preparing repeatable, timely, and scalable analysis for all areas of the research and investment process. This includes gathering data from a variety of sources, creating fresh solutions, and enhancing existing ones. The successful candidate will combine an analytical background with deep industry knowledge and business analysis. The Data Analyst will help define and drive strategy for data analysis and distribution. Experience utilizing data from industry leading data providers strongly valued.

If you have an interest in this position and believe you have the requisite qualifications, please send your resume to jobs@seasset.com with “Data Analyst” in the Subject line.

Additional information about SAM is located at : www.SoutheasternAsset.com

Job Description

Department : Business and Technology

Job Title : Data Analyst

Reports To : Head of Business Systems

Primary Functions

Serve as the product owner for the existing data functions.

Partner with business and technology teams to develop best practices, deploy solutions, and raise issues as necessary within timely deadlines.

Provide a variety of market data, data engineering, and analyses. Application development, operations, and support in all areas of the research, investment, and client management processes.

Source data, monitor, and triage data issues by working with internal and external partners in a timely manner.

Participate in efforts to support ad-hoc reporting and analysis from internal and external requestors.

Develop and maintain documentation as needed.

Integrity and professionalism when managing proprietary information.

Understanding of and philosophical alignment with Value investing.

Personal Characteristics

Excellent moral and ethical reputation and background

High levels of energy, confidence, and organization.

Proven ability to work well as part of a team.

Strong analytical and reasoning abilities.

Adept people skills and ability to collaborate with diverse personalities.

Intellectually curious and eager to learn new concepts.

Excellent communication skills, written and verbal.

Ability to effectively manage multiple projects, deadlines, and priorities.

Qualifications

Bachelor’s degree strong academic background from a leading, accredited college or university.

1-3 years or more in a market data intensive, direct environment, preferably within investment management.

Experience with small system development projects.

Knowledge of Investment products, Performance, Attribution, Equities, Derivatives, Fixed Income, Corporate Actions, Backtesting and Risk.

Advanced Excel - Including vb macros, visualizations, ideally with experience in data analysis, investment research, operations, or a management consulting function.

Factset Terminal, PA, Excel addin

Bloomberg Terminal, Excel addin, BQL

MSSQL / SSRS or equivalent

Python (pandas, numpy, matplotlib / seaborn, requests, etc...)

Powershell / batch scripting

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