Job DescriptionSupport business decision-making by providing financial or statistical analysis that lead to recommended solutions for business issues as appropriate. Provide project support from design through implementation and monitoring. Be the liaison between the business, utility functions, and at times external parties to accomplish business objectives.
Key Responsibilities- Use data from a variety of sources to analyze complex business issues, incorporating company and industry knowledge, mathematical and technological expertise, and sound analytical processes. Identify issues and/or recommend actions by using statistical analysis, modeling, & other quantitative techniques.
- Manage multiple relationships across the organization, and at times with external parties and clients. Be the main point of contact to answer questions within the business area of expertise. Act as a liaison among the business and utility functions to gather information and share best practices, and to ensure initiatives are executed appropriately.
- Provide and review reports of quantitative and qualitative data produced both internally and externally to the company. Ensure accuracy and appropriate report design. Be responsible for resolution to reporting issues as they arise. Run routine or ad hoc reports as requested or as business needs arise.
- Present results of analysis and/or recommendations to the business, utility partners, and at times external parties. Communicate action plans and priorities to appropriate partners.
Required Qualifications- Strong analytical, quantitative, and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications.
- Strong relationship and communication skills in working with colleagues and influencing customers on recommendations and analysis.
- In-depth knowledge of business operations and processes with ability to articulate these processes to others
- Bachelors degree or equivalent
- 5+ years of experience
- Knowledge of Markit's WSO Software
- Knowledge of Microsoft Office applications (Word, Excel)
- CLO experience
Preferred Qualifications- Experience working with Snowflake, AWS Athena, or cloud based data lake environments.
- Background in insurance, annuities, wholesaling, or financial services.
- Understanding of sales, wholesaling, or distribution related metrics.
- Experience partnering closely with leadership to define, refine, and evolve business metrics.
- Familiarity with BI or analytics best practices, including data validation and metric governance.
Visa SponsorshipApplicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office CollaborationWe are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
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Base Pay SalaryThe estimated base salary for this role is $ 81,700.00 - $ 122,500.00/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-TimeFull time
Exempt/Non-ExemptExempt
Job Family GroupBusiness Support & Operations
Line of Business RSA Annuities
