Distribution Technology Business Analyst

Essential Duties

Marketing and Sales Analysis

• Conduct in-depth analysis of marketing and sales data to identify trends, opportunities, and areas for improvement.
• Develop and maintain dashboards and reports to monitor key performance indicators (KPIs) and assess the effectiveness of marketing and sales campaigns.
• Provide actionable insights and strategic recommendations to enhance marketing and sales initiatives.
• Partner with sales teams to understand their needs and create tools, resources, and training programs to improve their effectiveness.

Project Management

• Lead and oversee marketing and sales enablement projects from initiation to completion, ensuring timely execution and alignment with business objectives.
• Collaborate with internal teams, including marketing, sales, IT, and compliance, to facilitate seamless project implementation.
• Track project progress, identify potential risks, and implement mitigation strategies as necessary.

Data Management and Integration

• Work closely with data teams to ensure the accuracy and integrity of marketing and sales data.
• Manage data integration from multiple sources, including CRM systems, marketing automation platforms, and third-party providers.
• Perform data quality checks and implement processes to maintain data hygiene.

Stakeholder Collaboration

• Build and maintain strong relationships with key stakeholders, including senior management, marketing, sales, and product teams.
• Facilitate regular meetings and presentations to share insights, updates, and recommendations.
• Serve as a bridge between business units to ensure alignment and collaboration on marketing and sales initiatives.

Required Qualifications

• Bachelor’s degree in Information Technology, Computer Science, Engineering, Business, Marketing, Finance, or a related field.
• 4–7 years of experience in business analysis, marketing, sales enablement, or a related role within asset management or financial services.
• Strong knowledge of the asset management industry, including investment products, distribution channels, and regulatory requirements.
• Proficiency in data analysis and visualization tools such as Excel, Tableau, and Power BI.
• Experience with CRM systems (e.g., Salesforce) and marketing automation platforms (e.g., HubSpot, Marketo).
• Excellent analytical, problem-solving, and critical-thinking skills.
• Strong project management skills, with the ability to handle multiple projects simultaneously and meet deadlines.
• Outstanding verbal and written communication skills, with the ability to present complex information clearly to diverse audiences.
• Self-motivated with a proactive mindset and the ability to work independently and within a team.
• High attention to detail and accuracy.

Estimated Compensation

Desired Qualifications

• Base Salary: For a New York-based position, the expected salary range is $130K–$160K (base salary only).
• Additional Compensation: Eligible for consideration for an annual discretionary bonus.
  

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