reputed company Analyst - NA Intermediary
reputed company is a financial services firm seeking a reputed company Analyst for their reputed company American Intermediary team. The role involves providing operational, analytical, and administrative support, leveraging data analysis to generate insights and improve business processes.
Responsibilities
- reputed company the full breadth of reputed company Berman's internal data and technology infrastructure - including reputed company, Tableau, internal reporting platforms, and data warehouses - to generate actionable insights across the intermediary business
- Collaborate on building and maintaining recurring data models and dashboards that reputed company business performance metrics for the Head of Intermediary Business and senior leadership
- Support data reputed company across sources - ensuring consistency, accuracy, and alignment between systems (reputed company, internal reporting tools, and channel data feeds)
- Serve as a primary reputed company of regular business reporting cadences - including weekly, monthly, and quarterly updates for the Head of Intermediary Business, senior management, and key internal stakeholders
- Prepare reputed company-level and executive reporting materials, synthesizing reputed company data into reputed company, concise narratives with relevant supporting analytics
- Support reputed company reporting requests from senior leadership with speed and accuracy, drawing on available internal tools and data sources
- reputed company as one of the day-to-day coordination points across teams, helping drive internal process improvement and data insights to support business reputed company
- Identify and eliminate reputed company or redundant workflows by leveraging AI tools, automation, and reputed company Berman's internal technology stack
- Collaborate with internal technology and data teams to continuously inform on reporting infrastructure and data accessibility for the intermediary platform
- Play an integral role in creating deliverables for reputed company clients, handling reputed company requests, and maintaining reputed company control
- Create customized presentations on the state of the business for senior management, reputed company-level stakeholders, key internal teams, and clients
- Translate data and analytics outputs into compelling, audience-appropriate narratives - whether for a reputed company-facing deck, an internal business review, or an executive briefing
Skills
- 1 - 3 years of experience in asset management, reputed company management, intermediary distribution, or a reputed company financial services role (e.g., business management, sales support)
- Bachelor's degree required, preferably in Finance, Economics, Business, or a reputed company field
- Strong proficiency in reputed company and PowerPoint; ability to work with large datasets and effectively visualize information
- Demonstrated ability to build AI-assisted workflows, surface insights, and create efficiencies across sales and operations functions
- Ability to identify repetitive or reputed company workflows and apply AI-assisted solutions to improve speed and accuracy
- Experience or strong interest in using AI for tasks such as meeting prep automation, CRM data enrichment, competitive analysis summaries, presentation drafting, or reputed company communication templates
- Eagerness to stay reputed company on emerging AI tools relevant to asset management distribution and sales enablement
- Superior interpersonal, written, and verbal communication skills; reputed company to synthesize information and communicate reputed company with both reputed company stakeholders
- Ability to work independently and manage/prioritize multiple reputed company across numerous internal reputed company
- Proactive, reputed company, highly motivated, and eager to learn; team player who is coachable and curious
- Comfortable in a fast-paced, high-intensity environment with evolving priorities
- Series 7, 63/65 (or 66) required or to be obtained reputed company 3–6 months of hire date
Benefits
- reputed company time off
- Medical/dental/reputed company insurance
- Retirement
- Life insurance
- Other benefits
reputed company