Investment Data Analyst (Power BI) – Asset Management Only

Investment Data Analyst (Power BI) – Asset Management Only

Location: Remote - US

Type: Full-time / Contract

Please note: This posting represents a pipeline role for upcoming consulting projects. We’re always excited to meet strong candidates and will reach out when a relevant opportunity becomes available.

About Cutter:

At Cutter Associates, we empower the world’s leading asset managers and asset owners with the intelligence they need to stay ahead. For nearly 30 years, and with a global presence, we’ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. Our global team is known for its deep domain expertise, collaborative spirit, and relentless curiosity. As we expand into new markets and capabilities, now is the perfect time to grow your career with a company that values insight, innovation, and impact.

As we expand our reach and deepen our impact, we’re looking for a Power BI Consultant who thrives in dynamic environments, solves complex challenges with creativity, and brings a team-first mindset. If you’re ready to accelerate your career while helping our clients evolve, we’d love to connect.

Why Cutter:

At Cutter Associates, we believe people do their best work when they’re trusted, supported, and empowered to thrive - wherever they are.

• Established credibility, entrepreneurial spirit – Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm.
• Global reach - We partner with leading investment firms across North America, EMEA, and APAC, giving you meaningful exposure and exciting challenges.
• Fully remote, fully connected - We’re a remote-first company with a flexible work model and a deeply collaborative culture.
• Growth-focused - From client exposure and internal knowledge groups to tailored learning paths, we invest in your development from day one.
• Performance-driven, people-first - We offer competitive pay, bonuses, profit sharing, and benefits that support your whole self.
• A culture that values people - We take pride in our thoughtful, collaborative, and inclusive environment. We’re a team of individuals who care deeply - about our work, our clients, and each other.

Whether you’re launching your consulting career or bringing decades of experience, Cutter is a place where you can thrive.

Role and Responsibilities:

Overview
We are seeking a Power BI Consultant (4–6 years) to support a multi-year data and cloud transformation program for a large institutional asset owner. This role will focus on designing and delivering intuitive, high-impact reporting solutions built on complex investment data.

Key Responsibilities

• Design and develop Power BI dashboards and semantic data models for investment reporting and analytics
• Translate complex data (holdings, transactions, performance, exposures) into clear, user-centric visualizations
• Partner with business stakeholders (investment operations, portfolio management, data teams) to gather requirements and deliver insights
• Build and optimize Power BI data models (DAX, Power Query, dataflows)
• Work with engineering teams to leverage cloud data platforms (Snowflake, Azure, Databricks) as the source of truth
• Ensure data accuracy, consistency, and performance across reporting layers
• Apply row-level security and governance best practices

Required Qualifications

• 4–6 years of experience in Power BI / data analytics roles
• Strong hands-on experience with:
  • Power BI (DAX, data modeling, dataflows)
  • SQL (intermediate to advanced)
• Experience working with investment / asset management data, including:
  • holdings, transactions, positions
  • performance and exposures
• Understanding of front-to-back investment workflows (portfolio management, trading, operations)
• Experience building dashboards for different user personas (PMs, operations, executives)

Preferred Qualifications

• Experience with platforms such as BlackRock (Aladdin), Charles River Development, SimCorp, or FactSet
• Exposure to IBOR/ABOR data structures
• Experience working in cloud-based data environments (Snowflake, Azure, Databricks)

Benefits at a Glance:

Our benefits vary slightly by location but are designed to support your health, financial wellness, and life outside of work. Highlights include:

• Competitive salary with annual performance bonus and profit-sharing opportunity
• 401(k) match (U.S.) or Superannuation contributions (Australia)
• A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering
• Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia)
• Long-term disability and life insurance fully paid by the company (U.S.)
• Flexible work model - fully remote with optional access to co-working spaces or offices
• Global collaboration and travel opportunities across North America, EMEA, and APAC.

Compensation: The anticipated base compensation range for this role is $120,000-$160,000, depending on factors such as experience, qualifications, market conditions, and geographic location. Final compensation will be determined based on individual background and alignment with the role’s responsibilities.