Private Wealth, Sales Reporting & Business Analyst - Associate

Responsibilities

• Ownership of sales reporting, data, and processes; ensure accuracy, availability, and integrity of data sources across CRM (Salesforce) and reporting platforms (Tableau, SQL, Snowflake)
• Develop, maintain, and enhance existing sales reports and dashboards to support business strategy and decision making
• Facilitate monthly reconciliation of sales data from multiple sources, identify and resolve discrepancies, streamline data collection, and monitor automated processes
• Perform ad hoc analysis and effectively communicate trends and insights that inform business decisions to key stakeholders
• Establish consistent and repeatable processes, gather business requirements, create documentation, and help build tools to automate repetitive tasks across the Private Wealth organization
• Collaborate closely with cross-functional teams to ensure consistency of reporting and drive a culture of self-service and actionable analytics

Qualifications

• Bachelor’s degree or equivalent required in Finance, Information Technology, Management Information Systems, Business Administration, Economics, Mathematics, or a related discipline
• 2-4 years of experience in a business intelligence, data analytics, or similar role within a high growth environment
• Asset management or financial services experience preferred
• Strong analytical mindset, problem-solving skills, and attention to detail
• Experience with Tableau or similar BI tool; ability to create actionable and compelling data visualizations; CRM Analytics (CRMA) experience is a plus
• Proficiency in SQL; demonstrated ability to extract meaningful insight from raw data
• Experience with Salesforce or other CRM systems preferred
• Exceptional interpersonal and organizational skills; ability to manage multiple projects, prioritize tasks, meet deadlines, and communicate effectively with non-technical stakeholders
• Highly proficient in Microsoft Word, Excel, and PowerPoint; VBA experience is a plus

Pay

The base annual salary range for this New York-based position will be $110,000 to $130,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role.