Senior Associate, Business Intelligence - Global Private Wealth (Dashboard Developer)

Data Architecture & Snowflake Partnership

• Partner with IT and data engineering teams to design, refine, and scale Snowflake data models aligned to GPW use cases
• Translate business requirements into structured data models, tables, and views that enable scalable analytics
• Integrate data across CRM, marketing platforms, and transaction systems to support consistent and reliable reporting
• Anticipate future analytical needs and evolve data models to support advanced and emerging use cases

Dashboard Development & Reporting Delivery

• Design, build, and maintain Power BI dashboards used by sales, marketing, and leadership teams
• Develop reporting across fundraising, pipeline, forecasting, sales activity, and marketing performance
• Establish dashboard standards and reusable patterns to improve consistency and usability across GPW reporting
• Ensure dashboards are intuitive, visually compelling, and structured to support decision-making

Metric Ownership & Commercial Performance Framework

• Define and maintain core KPIs supporting GPW commercial performance across pipeline, fundraising, advisor engagement, and marketing activity
• Ensure consistency of metrics across regions, platforms, and reporting outputs
• Partner with business and technology teams to improve data quality, completeness, and standardization

Ad Hoc Analysis & Insight Delivery

• Conduct deep-dive analysis on sales performance, marketing effectiveness, and distribution trends
• Identify patterns, gaps, and opportunities across pipeline progression and engagement activity
• Translate complex data into clear, actionable insights that support sales prioritization and commercial strategy

Qualifications

• Advanced experience with Power BI, including dashboard development, data modeling, and Data Analysis Expressions (DAX)
• Strong proficiency in SQL for querying, transforming, and validating data
• Experience working with Snowflake or similar cloud-based data platforms
• Understanding data modeling, data pipelines, and reporting architecture
• Experience in asset management, private markets, wealth management, or financial services strongly preferred
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights
• Ability to collaborate effectively across sales, marketing, technology, and analytics teams solving skills