Senior Analyst – Client Analytics

Senior Analyst – Client Analytics

Requirements

• 2+ years of experience developing actionable insights and applying data analytics in a sales consulting setting in the asset management industry or financial services industry
• Experience with institutional client databases, such as MMD, eVestment, Preqin, is strongly preferred
• Experience working with NAI sales leaders and consultant relations, and translating their business needs into technical requirements and solutions
• Thought leadership for client type segments such as professional buyer
• Experience with financial transactions data or the Asset Management industry
• A unique combination of data analytics and sales experience is highly desirable and ability to translate problem statements to technical requirements
• The successful candidate will demonstrate high personal initiative, the ability to work independently and be a strong team player
• Stakeholder service focused with ability to think strategically and develop innovative ways to optimize data, presentations and go-to-market approaches
• Demonstrated technical competence: Experience in designing and implementing Business Intelligence tools (Tableau, PowerBI, etc)
• Experience in creating and using Salesforce reporting tools
• Exceptional storyboarding skills using MS PowerPoint
• Understanding of data analysis and database queries (SQL, Snowflake, AWS)
• Proficiency in Microsoft Office (Excel, PowerPoint)
• Solid knowledge on Asset management industry and good understanding of NAI distribution channels and clients of the industry
• Superior relationship building, communication, and ability to influence skills
• Ability to effectively balance implementation of highly technical models in a sales environment
• Capable of not only knowing the ‘how’ but also telling the ‘so what’
• Intellectual curiosity, with excellent problem-solving and quantitative skills, including the ability to define issues, identify root causes, and recommend solutions
• Ability to work in agile, test & learn, and iterative environment
• Strong project management and organizational skills with attention to detail
• Effective communication and presentation skills, especially in small group settings
• Undergraduate or advanced degree in a quantitative or Finance discipline (such as Statistics, Mathematics, Business Analytics) with focus on data analytics techniques
• Strong academic qualifications, including advanced understanding/coursework in database management and Data Science

Responsibilities

• Ensure accurate and timely data reporting and analytics for distribution partners and internal stakeholders
• Cultivate relationship with NAI distribution partners using client analytics, industry best practices, and home office insights to drive strategic goals
• Support the analytics roadmap and promote the effective use of data and insights to build actionable growth solutions for NAI teams
• Employ data and analytics to define, monitor, and measure our client segmentation & engagement strategies, product targeting campaigns, and strategy execution
• Partner with the NAI Distribution and NAI marketing teams to design and manage dashboards and tools to help business stakeholders access information, uncover insights, and execute on sales strategies
• Build and develop relationships with NAI Distribution team leaders, sales consultants, consultant relations, and product specialists to influence the use of data and analysis in their decision making
• Develop, manage, and own various projects including problem definition, solution design, and implementation
• Analyze data and trends using Business Intelligence tools (i.e. Tableau, PowerBI, Alteryx, Excel) to help define and solve business problems

Preferred Qualifications

• Experience with institutional client databases, such as MMD, eVestment, Preqin, is strongly preferred
• A unique combination of data analytics and sales experience is highly desirable
• Experience with financial transactions data or the Asset Management industry