Private Wealth, Marketing Analytics - Senior Associate
Core
Senior Associate providing reporting, analytics, and dashboards to support Private Wealth marketing initiatives, fundraising, and business outcomes.
Role type
Senior Associate, Marketing Analytics
Builds
Dashboards, reports, and KPI frameworks for marketing performance and ROI
Domain
Asset Management / Private Wealth / Marketing Analytics
Deliverable
dashboards & analysis
Required skills
Tableau, SQL, CRM data reconciliation, marketing data analysis, data visualization, KPI definition
Preferred skills
HubSpot, Salesforce, Snowflake, alternative investments experience
Technologies
Tableau, HubSpot, Salesforce, Snowflake
Responsibilities
Translate marketing and sales data into executive-ready reports and insights; Own Tableau as the core analytics platform; Develop and maintain KPIs and ROI frameworks; Analyze multi-channel marketing data (web, email, paid media); Identify trends to improve campaigns and client journeys; Act as data steward ensuring data quality and consistency
Seniority
Senior, hands-on IC
