Business Analytics Senior Associate

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

· Bachelor’s 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, Alteryx, Salesforce 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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Compensation Details

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

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