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Osaic Careers

Corporate Finance Opportunity in Financial Services

Quantitative Analyst II 

Location(s):

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type:      Full-time

Salary: $70,500 - $87,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary:

Bring your analytical curiosity to meaningful work at Osaic, where innovation helps financial

professionals better serve their clients. Help advance our north star of becoming the #1 firm in advisor

satisfaction.

Quantitative Analytics is a key business partner across the firm, connecting data, financial insight and

advisor feedback to practical decisions. You will work closely with business leaders to understand

what drives performance, identify opportunities to improve the advisor experience and turn complex

questions into clear recommendations.

You will own high-visibility reporting and analysis and have the opportunity to make a meaningful

impact on how Osaic invests, improves services and supports independent advisors. Bring ideas,

strengthen our analytical approach and use automation and AI-enabled tools to make insight more

timely and useful.

Education Requirements:

• Master’s Degree in a quantitative discipline preferred, bachelor’s degree from accredited university in a quantitative discipline (e.g., Data Science/Analytics, Mathematics, Statistics, Physics, Engineering, Economics, Finance, or related field) required.

Responsibilities:

• Develop clear, scalable views of performance that explain what changed, where it changed, and the factors driving the result
• Continuously improve reporting workflows, data latency, analytical depth, and stakeholder deliverables by applying automation and the latest AI-enabled tools
• Investigate performance drivers and business initiatives across advisor and practice economics, including recruiting, retention and cost to serve, to inform investment, pricing and service decisions.
• Synthesize structured and unstructured analysis into concise explanations of performance drivers, implications, and recommended next steps
• Partner with business, finance, product, marketing, and data teams to align definitions, validate results, and connect performance trends to business activity
• Present findings to senior executives and other stakeholders, responding confidently to follow-up questions and translating technical analysis into business-relevant insights
• Maintain a rigorous controls environment to ensure reporting and analysis are accurate, timely, well-documented, and reproducible

Basic Requirements:

• 0–3 years of experience using data and analytical methods to solve complex business problems and explain performance outcomes.
• 0–3 years of experience using SQL and at least one of the following: SAS, Python, or R.
• Demonstrated experience using AI-assisted development tools (e.g., GitHub Copilot or similar) to accelerate analysis and code development
• Experience building, automating, and maintaining recurring reporting with strong attention to data quality, controls, and reproducibility
• Strong analytical judgment and intellectual curiosity, including the ability to move from an open-ended question to a structured approach and defensible conclusion
• Experience using data visualization techniques to communicate trends, comparisons, and performance drivers clearly
• Strong written and verbal communication and presentation skills, with the ability to communicate clearly with senior executives and cross-functional partners
• Strong organization and prioritization skills, with the ability to deliver recurring reporting on schedule while advancing ad hoc analyses and workflow improvements

Preferred Requirements:

• Familiarity with contribution margin, cost allocation, discounted cash flow, internal rate of return or recruiting and retention economics.

• Familiarity with interpreting profit and loss (P&L) statements and the independent financial advisor business model, including revenue sources, expense drivers and the relationship between advisor economics and firm performance.

• Familiarity with customer experience analysis and Voice of the Customer (VoC) methods, including Net Promoter Score (NPS), customer satisfaction (CSAT), survey design and interpretation, and statistical considerations such as sample size, sampling variability and response bias.

• Experience supporting executive-level reporting or business reviews in a fast-paced, highly visible environment

• Demonstrated ability to identify meaningful performance drivers across products, channels, customer segments, geographies, or initiatives

• Strong relationship-building skills and comfort partnering with business, finance, product, marketing, and data stakeholders

• Experience with Power BI or a comparable business intelligence and visualization platform

Current Employees and Contractors Apply Here