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 improvements
Domain
Private Wealth Solutions / Institutional Sales / Alternative Investments
Deliverable
dashboards & analysis
Required skills
Advanced Excel, financial modeling, data analysis, business intelligence, CRM management, light scripting, AI fluency
Preferred skills
Experience with modern data tools, familiarity with alternative investments or private markets
Technologies
Excel, CRM, BI tools, AI automation tools
Responsibilities
Partner with leadership on forecasting and planning models; build and improve data reporting; design and refine processes and systems; reimagine workflows around AI; prepare leadership and board materials; support strategic cross-functional projects
Seniority
Junior to Mid-level, high-impact IC