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About the Role

This role assists in delivering strategic reporting, analytics, and insights for the Distribution organization. It involves close partnership with Distribution Business Intelligence leadership, Distribution leadership, Finance, and Distribution COO to provide executive-ready analytics that inform business decisions, drive growth, and improve distribution effectiveness. The ideal candidate possesses asset management distribution experience, strong grounding in distribution analytics, corporate strategy, and/or FP&A, and can translate data into insights for senior leaders. This is a highly visible, hands-on role with opportunities for scope and influence growth.

Responsibilities

Support and enhance reporting and analytics across distribution channels (e.g., intermediary, institutional, international).
Lead development of management and executive reporting, dashboards, and recurring deliverables.
Ensure reporting accuracy, consistency, and alignment with business priorities.
Partner with Distribution leadership to analyze performance trends, growth opportunities, and areas of risk.
Apply financial and strategic analysis to understand key drivers of sales, assets, revenue, and pipeline.
Support strategic initiatives including coverage models, client segmentation, product distribution analysis, and compensation-related analytics.
Execute Client 360 reporting initiatives, covering pipeline, activity, performance, opportunity, and client penetration.
Translate sales and client data into practical insights for leadership discussions and decision-making.
Collaborate with Distribution leadership and Finance to align on metrics and business definitions.
Serve as a trusted analytics partner, clearly explaining results and implications to stakeholders.
Support executive communications through strong analysis, storytelling, and presentation materials.
Help maintain data quality standards and validation processes across reporting and analytics.
Identify opportunities to streamline reporting, improve automation, and enhance usability of analytics tools.

Requirements

5+ years experience in the asset management industry, with exposure to distribution, sales analytics, finance, or strategy.
Background in distribution business intelligence, FP&A, or corporate strategy preferred.
Experience leveraging tools and processes (e.g., CRMs, reporting systems) to improve decision making and business management.
Ability to remain in a stationary position for prolonged periods.
Ability to operate computer programs and software.
Ability to communicate effectively with audiences in person and in electronic formats.
Day-to-day contact with co-workers and/or the public.
Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.
Prior experience supporting senior leaders, management reporting, or strategic planning processes.
Must be legally authorized to work in The United States without sponsorship now or in the future.

Skills

Strong understanding of asset management products (e.g., mutual funds, ETFs, SMAs, Separate Accounts, CITs, UCITS).
Demonstrated knowledge of distribution dynamics across markets, products, competition, and end clients, applying this knowledge to analytics and business insights.
Ability to translate data into clear insights for business and senior leadership audiences, supporting business discussions through strong preparation, structured thinking, and consultative problem solving.
Highly skilled in connecting market trends, competitive positioning, and client needs to business performance and strategic recommendations.
Ability to collaborate with Distribution, Finance, and Technology partners, communicating insights clearly and influencing outcomes.
Strong business writing, presentation, and communication skills.
Proficiency in Excel.
Proficiency in PowerPoint.
Experience with BI visualization tools (e.g., Tableau) a plus.
Strong organization skills with the ability to manage multiple priorities.
Intellectual curiosity and desire to grow into broader leadership responsibility.

Location

Charlotte NC
Milwaukee WI
Boston MA
New York NY
San Francisco, CA

Work Type

Hybrid working model
Required to work in-office 4 days per week

Experience Level

5+ years experience

Education Level

Bachelor’s degree in Finance, Accounting, Business Analytics, or a related field

Salary/Compensations

Base Pay Range: $125,000 - $150,000
Competitive compensation package may include participation in an incentive program linked to performance (e.g., annual discretionary bonus programs, or other annual or non-annual incentive or sales plans).

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer.
We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.