Distribution Intelligence and Sales Enablement Analyst - Boston, MA

Only for registered members Boston, MA, United States

1 month ago

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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).

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