Institutional Analytics Manager

Responsibilities

• Serve as the primary analytics partner for institutional teams, providing recurring and ad hoc reporting on assets, flows, pipelines, client engagement, and business performance.
• Maintain expertise over institutional client master data, including hierarchies, attributes, identifiers, and data quality standards.
• Design, develop, and maintain dashboards and reporting solutions using tools such as Power BI, SQL, and Excel.
• Translate complex business questions into structured analyses and actionable recommendations for senior stakeholders.
• Partner with relationship managers, consultant relations, operations, and sales leadership to support business strategy, client reviews, and growth initiatives.
• Collaborate with finance teams to evaluate business profitability, revenue drivers, product trends, and strategic opportunities.
• Identify data quality issues, process inefficiencies, and reporting gaps, while helping drive remediation efforts.
• Work alongside data engineering and technology teams to enhance data models, pipelines, and reporting infrastructure.
• Conduct market research, competitor analysis, and client segmentation studies to support business development and marketing initiatives.
• Present findings and recommendations to senior leadership and key business stakeholders.
• Support enterprise data governance efforts by helping define and maintain data standards and best practices.

Requirements

• 4+ years of experience in analytics, business intelligence, or data strategy within asset management or financial services; institutional experience preferred.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Demonstrated ability to learn complex business processes, data structures, and reporting workflows.
• Proactive, service-oriented mindset with a strong sense of ownership and accountability.
• Excellent communication and stakeholder management skills.
• Ability to work independently in a fast-paced, highly visible environment while collaborating across multiple teams.
• Strong SQL skills.
• Experience using data visualization tools such as Power BI or Tableau.
• Advanced Excel proficiency.
• Understanding of institutional asset management concepts, including client mandates, consultant relationships, platforms, and account structures.
• Experience serving as a data owner, data steward, or subject matter expert for key business datasets.
• Bachelor's degree in Finance, Economics, Business Analytics, Data Analytics, or a related field; advanced degree is a plus.