Business Analytics Associate

The New York office of this top Asset Management firm is looking for an Associate to join the Client Coverage Reporting & Analytics Team. The team is responsible for delivering timely sales reporting to the NA client coverage organization and analytics to help client coverage management team make key business decisions. The role requires a close partnership with other functions within the organizations including Data Management, CRM, IT, Finance, and Marketing teams.

The New York office of this top Asset Management firm is looking for an Associate to join the Client Coverage Reporting & Analytics Team. The team is responsible for delivering timely sales reporting to the NA client coverage organization and analytics to help client coverage management team make key business decisions. The role requires a close partnership with other functions within the organizations including Data Management, CRM, IT, Finance, and Marketing teams.

Responsibilities:

• Provide routine and ad hoc channel and territory reporting


• Analyze large volumes of transaction, CRM activity, and industry data


• Develop dynamic dashboards to deliver insights and drive distribution strategy for both management and field coverage teams


• Partner with client coverage management to develop metrics for key initiatives and implement it to monitor progress


• Assist with the budgeting, forecasting, and year-end planning processes


• Focus on enhancing, streamlining, and automating processes


• Help prepare materials for ad hoc projects, including developing focused analytics, conducting industry research, and preparing presentations

Qualifications:

• Bachelor's Degree in business, finance or related field of study


• 3+ years' demonstrable experience in reporting and analytics role; asset management industry experience, strongly preferred


• Strong analytical and technical skills; advanced Microsoft Excel and PowerPoint knowledge is required; must be proficient in Alteryx and Tableau or comparable tools; experience with MySQL, Python, and Salesforce.com preferred


• Attention to detail and business acumen essential


• Team player with strong work ethic and positive attitude


• Ability to work independently and demonstrate critical thinking


• Excellent time management, organizational skills, and attention to detail


• Strong oral and written communication skills     
  
  Salary: 80-100K + bonus