Ensure accurate and timely analytics for asset management partners and internal stakeholders. Assist with internal technology projects that enhance current data offerings to our asset managers Develop an understanding of the business intelligence segment of asset management and the evolving role that it plays within distribution, marketing, product, and national accounts teams. Assist in developing data proposals and sales presentations. Analyze and optimize current processes to produce more efficient work flows Perform quality assurance tests on data files prior to release to subscribers Develop a conversational knowledge of trending topics including predictive analytics and artificial intelligence. Assist in the research of data inquiries from current subscribers Bachelor's Degree with emphasis on marketing, business analytics, finance or equivalent experience 3+ years of Wealth Management and/or Asset Management or Data and Analytics experience working with data and / or sales teams Proficiency in Excel is a requirement Basic understanding of database technologies and SQL languages Familiarity with business intelligence software such as Tableau or Power BI A unique combination of data analytics and sales experience is highly desirable The successful candidate will demonstrate high personal initiative, the ability to work independently and be a strong team player Client service focused with ability to think strategically and develop innovative ways to optimize data, sales and training Detail oriented and highly organized with ability to manage multiple projects in a fast-paced environment Effective communication and presentation skills, especially in small group settings Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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