Data Reporting & Insights Analyst

About the Role

Key Responsibilities

• Design, build, and maintain interactive dashboards using Power BI to visualize KPIs, trends, and business opportunities.
• Partner with Sales and Marketing stakeholders to define reporting needs, identify insights, and build robust KPI tracking.
• Ensure timely and accurate entry of trade data into the internal CRM to support sales credit and compensation processes.
• Use SQL to extract, clean, and merge data from disparate systems (CRM, trade data, marketing platforms, etc.).
• Serve as a data translator between technical systems and business teams.

Requirements

• 3-5 years of experience in data analytics, business intelligence, or a similar function, preferably in financial services or asset management.
• Strong expertise in Power BI or Tableau, data modeling, and report publishing.
• Proficient in SQL for data extraction, transformation, and automation.
• Experience working with CRM systems and understanding of sales and marketing processes.
• Comfortable communicating with cross-functional stakeholders and presenting to non-technical audiences.
• Highly detail-oriented with a strong sense of accountability and a proactive mindset.

Nice to Have

• Experience with Salesforce or similar CRM platforms.
• Familiarity with trade data or working with custodians/distributors.
• Understanding of financial products, portfolio strategies, or ETF ecosystems.

Qualifications

• Educational background is not explicitly specified, but relevant experience in data analytics or business intelligence is required.

Benefits & Perks

• Annual discretionary bonus.
• Competitive benefits package.
• Salary range of $70,000 - $80,000, with total compensation varying based on factors such as location, experience, and performance.