Business Analytics Senior Associate (Institutional Client Coverage)
Team Overview · Own recurring and ad hoc reporting for the Global Institutional client coverage platform (pipeline, activity, territory coverage), delivering accurate, on-time reports/dashboards and insights for senior leadership and the coverage organization · Maintain the internal client fee database and execute ongoing fee monitoring and controls, escalating issues and trends as needed · Prepare coverage materials for internal forums (business reviews, town halls, leadership updates) and provide client platform statistics for broader firm reporting · Partner with key internal partners such as Client Advisors/Associates, Finance and sales data management to ensure client, activity, and sales attribution data is accurate and consistent across official reporting and firmwide materials · Conduct financial and strategic analysis in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy based on both internal and external industry data Primary Responsibilities • · Ideate and produce accurate, on-time high-quality reporting and dynamic dashboards for the Global Institutional client coverage team · • Deliver recurring sales/coverage reporting and ad hoc analysis focused on the client coverage platform (pipeline, activity, territory coverage, etc.) · • Partner with Client Advisors, Client Associates, and other key stakeholders to stay abreast of developments in the client coverage organization (new business opportunities, fundings, business at risk) · Maintain internal client fee database and execute related fee monitoring processes · Prepare materials for internal meetings (business reviews, town halls, leadership updates) · • Provide client platform statistics for firmwide reports and presentations · • Work with Finance to ensure sales attribution is captured correctly in official reporting · Improve how the work gets done leverage AI and other methods to simplify workflows, reduce manual steps and automate recurring tasks Qualifications • Required · Bachelor’s degree in business, finance or related field of study · 5+ years’ of relevant experience · • Strong analytical and technical skills; advanced Microsoft Excel/PowerPoint knowledge and proficiency with business-intelligence tool (Tableau, Power BI, etc.) · Team player with strong work ethic and positive attitude · Ability to work independently and demonstrate critical thinking · Attention to detail and business acumen essential · Excellent time management, organizational skills and attention to detail · • Strong oral and written communication skills • Preferred · Prior asset management or management consulting experience · • Experience with Snowflake, Alteryx, Salesforce or comparable tools · • Experience leveraging AI-driven solutions to enhance data analysis and automate processes Location New York City; hybrid with a minimum of three days per week in office. #LI-KF1 #LI-Hybrid Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Team Overview · Own recurring and ad hoc reporting for the Global Institutional client coverage platform (pipeline, activity, territory coverage), delivering accurate, on-time reports/dashboards and insights for senior leadership and the coverage organization · Maintain the internal client fee database and execute ongoing fee monitoring and controls, escalating issues and trends as needed · Prepare coverage materials for internal forums (business reviews, town halls, leadership updates) and provide client platform statistics for broader firm reporting · Partner with key internal partners such as Client Advisors/Associates, Finance and sales data management to ensure client, activity, and sales attribution data is accurate and consistent across official reporting and firmwide materials · Conduct financial and strategic analysis in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy based on both internal and external industry data Primary Responsibilities • · Ideate and produce accurate, on-time high-quality reporting and dynamic dashboards for the Global Institutional client coverage team · • Deliver recurring sales/coverage reporting and ad hoc analysis focused on the client coverage platform (pipeline, activity, territory coverage, etc.) · • Partner with Client Advisors, Client Associates, and other key stakeholders to stay abreast of developments in the client coverage organization (new business opportunities, fundings, business at risk) · Maintain internal client fee database and execute related fee monitoring processes · Prepare materials for internal meetings (business reviews, town halls, leadership updates) · • Provide client platform statistics for firmwide reports and presentations · • Work with Finance to ensure sales attribution is captured correctly in official reporting · Improve how the work gets done leverage AI and other methods to simplify workflows, reduce manual steps and automate recurring tasks Qualifications • Required · Bachelor’s degree in business, finance or related field of study · 5+ years’ of relevant experience · • Strong analytical and technical skills; advanced Microsoft Excel/PowerPoint knowledge and proficiency with business-intelligence tool (Tableau, Power BI, etc.) · Team player with strong work ethic and positive attitude · Ability to work independently and demonstrate critical thinking · Attention to detail and business acumen essential · Excellent time management, organizational skills and attention to detail · • Strong oral and written communication skills • Preferred · Prior asset management or management consulting experience · • Experience with Snowflake, Alteryx, Salesforce or comparable tools · • Experience leveraging AI-driven solutions to enhance data analysis and automate processes Location New York City; hybrid with a minimum of three days per week in office. #LI-KF1 #LI-Hybrid Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.