Research Analyst I

Job Title: Research Analyst I

Starting Salary: $75,000–$80,000 base salary (based on qualifications)

Bonus and Equity Awards– Based on Performance

Benefits – Health Insurance, 401k Plan, Flexible Work Environment, Education Reimbursement for attaining (CFA 1-3)

Industry: Asset Management / Financial Services
Company: Convergence, Inc.

About Convergence

Convergence is a leading Data-as-a-Service (DaaS) provider delivering mission-critical data solutions to the global asset management industry. Our platform helps clients enhance revenue, streamline operations, and improve risk management outcomes. We work with fund administrators, auditors, custodians, prime brokers, investment banks, RIAs, general partners/limited partners, pension plans, and government agencies.

We operate in a fast-moving, data-intensive environment where innovation and initiative are valued as highly as technical expertise.

Role Overview

The Research Analyst I plays a pivotal role in building, refining, and expanding the data products and insights that power Convergence’s solutions. You’ll engage directly with data pipelines, industry research, product development, and cross-functional projects that support client delivery, sales, technology, and M&A initiatives.

This is not a narrow or repetitive role. We are looking for someone who thrives in dynamic environments, enjoys autonomy, and approaches challenges with creativity and persistence. Ideal candidates are self-starters who can take a project from concept to execution with minimal oversight.

Key Responsibilities

Full-Lifecycle Project Ownership:

• Take responsibility for projects from initial scoping and data acquisition through analysis, interpretation, delivery, and documentation.

Data Engineering & Analytics:

• Collect, clean, and transform financial and operational data using SQL, Python, Java, or related tools.
• Build queries, pipelines, and repeatable workflows that improve data quality and operational efficiency.
• Use advanced Excel functions for deep-dive analytics and reporting.

Autonomous Problem Solving:

• Identify issues, inefficiencies, or gaps in data or processes, and propose solutions proactively.
• Develop creative, resourceful approaches to dataset challenges, research tasks, and client questions.

Industry & Market Research:

• Conduct research across the asset management ecosystem and synthesize insights that guide product development and client decision-making.
• Support M&A research and due diligence activities.

Insight Generation & Storytelling:

• Interpret complex datasets and communicate insights clearly, including recommendations and potential client actions.
• Produce high-quality reports, dashboards, and summaries.

Innovation & Product Thinking:

• Participate in brainstorming, prototype new features, and contribute ideas for new research methodologies, products, and automation opportunities.
• Bring forward new concepts, don’t wait to be asked.

Cross-Functional Collaboration:

• Partner with Sales, Client Management, Technology, and Product teams to provide analytical support and subject-matter insights.

What We’re Looking For

• Someone who takes initiative, works independently, and enjoys solving problems without hand-holding.
• A self-starter who identifies what needs to be done and does it.
• A professional comfortable adjusting their schedule to meet deadlines or complete high-impact tasks.
• A creative thinker capable of proposing new approaches, building new tools, and improving existing processes.
• A continuous learner who stays current on asset management trends, data analytics, and emerging technologies (particularly AI-driven solutions).
• Someone who thrives in an entrepreneurial, results-oriented environment.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Data Analytics, Data Science, Statistics, or related discipline; OR 2+ years of relevant experience.
• Strong understanding, or strong interest in developing expertise, in the asset management industry and its ecosystem.
• 1+ years SQL experience (Microsoft SQL Server or similar).
• 1+ years programming experience in Python, Java, or C++.
• Advanced proficiency with Microsoft Excel (XLOOKUP, INDEX/MATCH, pivot tables, array formulas, etc.).
• Strong analytical, organizational, and communication skills.

Preferred Qualifications

• MBA or progress toward the CFA® designation.
• Prior experience in Investment Operations, Risk Measurement, Research, or Data-Driven Product Work.
• Exposure to AI/ML concepts, statistical analysis, or data science workflows.

What We Offer

• Competitive salary ($75k–$80k) + benefits.
• Growth opportunities in a fast-scaling data and technology firm.
• Direct exposure to senior leadership and the full product lifecycle.
• Support for relevant credentials (CFA, MBA, technical certifications).
• A culture that rewards initiative, curiosity, and innovation.

Pay: $75,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Application Question(s):

• Have you independently completed an end-to-end analytical project, from raw data collection/cleaning through final insight delivery, with minimal oversight?
• Please describe your experience with the asset management or financial services industry.

Education:

• Bachelor's (Preferred)

Experience:

• Financial services: 2 years (Preferred)
• SQL: 1 year (Preferred)

Language:

• English (Required)

Ability to Commute:

• Stamford, CT 06902 (Preferred)

Work Location: Hybrid remote in Stamford, CT 06902