Business & Investment Analytics Consultant
SUMMARY
The Business & Investment Analytics Consultant, under general direction, is responsible for performing complex data research and analysis to support the Defined Contribution Investment Only (DCIO) business operations, presenting findings to manager and team members. This role serves as the primary business intelligence resource for the DCIO Sales Team by integrating third-party retirement market data with CRM data and existing client data to create analysis and results used to devise sales strategies and business plans.
Analyzes and manipulates data to solve problems and issues related to the DCIO sales and service teams and communicates with other departments as necessary.
RESPONSIBILITIES
- Work with the Defined Contribution Investment Only (DCIO) sales and business administration manager to manage business metric and management dashboards.
- Analyze, create, and distribute/filter sales and activity data/dashboards/metrics for the Mutual Fund investment only team.
- Integrate third-party retirement market data with Customer Relationship Management (CRM) data and existing client data to create analysis and results used to devise sales strategies and business plans.
- Responsible for managing dashboards and metrics to monitor sales and distribution effectiveness through measurement reporting and analysis.
- Periodically audits existing data in CRM (Salesforce); identifies need for additional feedback and lead effort to gather input
- Develops dashboards to monitor IO wholesaler activity, channel results, sales and asset growth.
- Work with other data intelligence teams to identify specific data needs for DCIO sales/business team.
QUALIFICATIONS
- 3+ years’ experience in financial services
- Investment product and DCIO channel knowledge desired
- Exceptional organizational and project management skills
- Sensitive to business trends and pattern
- Strong to intermediate Excel background (VLookup’s, Pivot Tables, Basic Logic)
- Analytical minded person with sensitive aptitude toward numbers
- Ability to prioritize and execute multiple deliverables under tight deadlines
- Experience working in a team-oriented, collaborative environment
- Strong written and oral communication skills
- Strong skills in Microsoft Office programs
- Bachelor’s degree in related field (Finance, Economics, Business Administration, Statistics, etc.)
- Authorized to work in the United States without sponsorship now or in the future
PREFERRED QUALIFICATIONS
- Familiarity with Salesforce or Morningstar Direct a plus