Capital Advisory Group Sales Enablement Analyst

Turn data into action and help teams execute with this role youll deliver reporting and analytics strengthen data quality and support client execution by translating platform data into clear insights and well-structured materials. Youll also help improve how we work by safely testing and documenting workflows using firm-approved generative AI tools. If you enjoy partnering across teams and balancing day-to-day delivery with continuous improvement youll find meaningful impact here.

As a Reporting and Analytics Associate in the Reporting Analytics and Data Stewardship team you will build recurring and ad-hoc reporting steward high-quality data and support internal stakeholders and client execution. You will translate platform data into actionable insights help improve processes using firm-approved generative AI tools and produce materials such as surveys analyses presentations and white papers. You will help maintain accurate client and relationship records support onboarding and access to external portals and coordinate key activities that enable timely and reliable execution.

Job responsibilities

• Build and distribute recurring and ad-hoc reports and translate platform data into clear actionable insights for internal stakeholders.
• Configure and test workflows using firm-approved generative AI tools and document prompts configurations and outcomes.
• Collaborate with internal partners to support safe adoption of new workflows and continuous process improvement.
• Develop surveys data analyses presentations and white papers to support internal and client needs.
• Manage daily workflows in enterprise client relationship management tools and client platforms to keep account contact and activity records accurate and compliant.
• Run scheduled data quality checks to remove duplicates correct inconsistencies and close data gaps.
• Maintain reference data and document procedures and audit evidence in line with established standards.
• Support client onboarding and maintain portal access and entitlements resolving login and permission issues promptly.
• Coordinate external platform project deliverables timelines and risk escalation to support execution.
• Execute user acceptance testing activities including drafting test cases logging defects and recommending fixes before release.

Required qualifications capabilities and skills

• Hold a Bachelors degree (BA or BS).
• Have 3 years of experience in a financial services or professional services role.
• Demonstrate experience building recurring and ad-hoc reports and translating data into actionable insights.
• Demonstrate experience managing projects or deliverables with tight timelines and competing priorities.
• Demonstrate strong written and verbal business communication skills.
• Demonstrate strong organizational skills and attention to detail.
• Demonstrate ability to collaborate across teams and build effective working relationships.
• Demonstrate ability to operate independently apply sound judgment and take initiative.
• Demonstrate ability to handle sensitive information with professionalism and discretion.

Preferred qualifications capabilities and skills

• Demonstrate experience using reporting and analytics tools and automation solutions to improve processes.
• Demonstrate experience configuring testing and documenting workflows using firm-approved generative AI tools.
• Demonstrate experience with data quality checks audit documentation and control or compliance partnerships.
• Demonstrate experience supporting client onboarding portal access and entitlement maintenance.
• Demonstrate experience coordinating user acceptance testing including test cases and defect logging.
• Demonstrate experience producing client-ready materials such as presentations and white papers.
• Demonstrate coursework in business and/or finance.