Analyst / Associate, Sales Strategy & Analytics
Core
Data-forward analyst supporting sales strategy, forecasting, and process optimization at the intersection of strategy, data, and AI.
Role type
Analyst / Associate, Sales Strategy & Analytics
Builds
Forecasting models, decision-ready insights, CRM systems, and AI-driven workflow automation
Domain
Private Wealth Solutions / Institutional Sales / Alternative Investments
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
analytical reasoning, financial modeling, advanced Excel, data visualization, AI/automation fluency, written communication
Preferred skills
CRM expertise, light scripting, modern data tools, alternative investments knowledge
Technologies
Excel, CRM, AI tools
Responsibilities
Partner with leadership on forecasting and planning models; build and improve data reporting; design and refine CRM processes; reimagine workflows using AI; prepare leadership briefings and materials; support cross-functional strategic projects
Seniority
Junior to Mid-level, high-impact IC