Director, Distribution Reporting & Analytics

Responsibilities

• Support and enhance reporting and analytics across distribution channels (e.g. intermediary, institutional and international)
• Lead development of management and executive reporting, dashboards and recurring deliverables
• Help ensure reporting is accurate, consistent and aligned with business priorities
• Partner with Distribution leadership to analyze performance trends, growth opportunities and areas of risk
• Apply financial and strategic analysis to understand key drivers of sales, assets, revenue and pipeline
• Support strategic initiatives such as coverage models, client segmentation, product distribution analysis, and compensation-related analytics
• Execute on Client 360 reporting initiatives, including pipeline, activity, performance, opportunity and client penetration
• Translate sales and client data into practical insights that inform leadership discussions and decision making
• Cross-functional Collaboration
• Work closely with Distribution leadership and Finance to align on metrics and business definitions
• Serve as a trusted analytics partner to stakeholders by clearly explaining results and implications
• Support executive communications through strong analysis, storytelling, and presentation materials
• Data Quality And Process Improvement
• Help maintain data quality standards and validation process across reporting and analytics
• Identify opportunities to streamline reporting, improve automation and enhance usability of analytics tools

Qualifications

• 5+ years experience asset management industry, with exposure to distribution, sales analytics, finance or strategy
• Background in distribution business intelligence, FP&A, or corporate strategy preferred
• Strong understanding of asset management products (e.g. mutual funds, ETFs, SMAs, Separate Accounts, CITs, UCITS)
• Demonstrated knowledge of distribution dynamics across markets, products, competition and end clients, applying this knowledge to analytics and business insights
• Ability to translate data into clear insights for business and senior leadership audiences while supporting business discussions through strong preparation, structured thinking and consultative problem solving
• Experience leveraging tools and processes (e.g. CRMs, reporting systems) to improve decision making and business management
• Highly skilled in connecting market trends, competitive positioning and client needs to business performance and strategic recommendations
• Strong business writing, presentation, and communication skills
• Proficiency in Excel and PowerPoint