Distribution Intelligence and Sales Enablement Analyst - Boston, MA
1 month ago

Job summary
We are seeking a data-driven analyst to support the firm's distribution strategy by providing timely and accurate data, analytical tools and intelligence to sales teams.Qualifications
- 3–5 years of experience in investment management or wealth management industry.
- Solid understanding and hands-on experience with Salesforce CRM.
- Proven experience working with data, analytics and reporting (Excel, BI tools like Tableau/Power BI).
Job description
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