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

Bachelors 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 AlteryxSalesforce 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.

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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.

Compensation Details

The salary range for this role is $125000-$145000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenue-based metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance retirement life insurance and other benefits to eligible employees.

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