Associate/Senior Associate, Business Management, Global Client Group
Core
Partner with Head of Channel Management to facilitate the build out, growth and scaling of Family Investor, Retirement/DC and Insurance Solutions teams globally.
Role type
Senior IC business management analyst (channel management)
Builds
Management reports, long-term growth strategy plans, fundraising data insights
Domain
Alternative asset management / Private markets
Deliverable
dashboards & analysis
Required skills
Analytical skills, Financial acumen, Salesforce proficiency, Excel proficiency, Powerpoint proficiency, PowerBI/Tableau experience, AI tools exposure
Preferred skills
Private markets exposure, Sales team experience, Client lifecycle understanding
Technologies
Salesforce, Excel, Powerpoint, PowerBI, Tableau, AI tools
Responsibilities
Oversee accuracy and completeness of fundraising data, Analyze trends and themes in fundraising data, Collaborate with India team to create and maintain management reports, Project manage key growth initiatives, Support creation of long-term growth strategy plans, Partner with internal stakeholders to advance tactical and strategic assignments
Seniority
Senior, hands-on IC