CareerPlan

Business Analytics Manager

Dallas, Texas, United States of AmericaFull-time$76k–$109k2026-10-01 → 2026-10-24
Hybrid

Core

Oversee and transform the delivery of financial analytics work products to front office business partners, specifically investment bankers, by optimizing workflows and implementing AI-driven innovations.

Role type

Business Analytics Manager (Service Delivery & Product Innovation)

Builds

Business-ready products such as profiles, sector overview slides, newsletters, dashboards, and financial models.

Domain

Financial Services / Investment Banking

Deliverable

production ML models | product features

Required skills

Financial modeling, Financial analysis, AI platform implementation, Automation tools (UIPath, Python, GPT, Claude), Microsoft Excel, Microsoft PowerPoint, Operational oversight, Capacity forecasting, Stakeholder management

Preferred skills

Multi-sector information research experience, Specialized sector research experience, Client-focused mindset

Technologies

UIPath, Python, GPT, Claude, Pitchbook

Responsibilities

Provide operational oversight of team utilization and capacity forecasting; Implement strategic roadmaps for AI platforms and automation tools; Partner with Research teams to develop scalable work products; Measure service effectiveness and report on efficiencies; Identify opportunities for information gathering from clients.

Seniority

Manager, hands-on IC