Data and Reporting Analyst – Private Wealth Solutions

We are seeking a highly motivated professional to support our Private Wealth Solutions (PWS) Business Development team in enhancing analytics and reporting capabilities on a global scale. This role will collaborate across PWS teams and be responsible for :

• Preparing recurring sales and fundraising reports across PWS sales channels and products with a strong focus on accuracy.
• Manipulating robust datasets to generate analytics and track the efficiency of sales and marketing initiatives across the global business.
• Assisting in the ongoing maintenance of global CRM systems and data infrastructure platforms.
• Creating recurring and ad-hoc Salesforce campaigns to enable timely and accurate distribution of sales / marketing emails to 30K+ recipients.
• Generating actionable business insights through the analysis of key initiatives.

Qualifications :

We seek individuals who thrive in team-driven environments, are highly motivated, demonstrate sound judgment, and have excelled in prior roles. The ideal candidate should possess the following :

Additional Information :

This role offers the opportunity to work in a dynamic, collaborative environment with a focus on driving impactful business results. If you are passionate about leveraging data to support business growth and have the qualifications listed above, we encourage you to apply!

Skills Required

private wealth management, Sales Reporting, Business Development