Marketing Analytics, Data & Reporting

Role: Marketing Analytics - Data & Reporting

About the Role

Seeking an accomplished candidate to support Marketing Analytics and Support functions for Private Wealth. This role will partner across centers of excellence and Private Wealth teams.

Key Responsibilities

• Reporting, Analytics & Insights:
• Develop and maintain marketing dashboards, scorecards, and reporting across campaigns, events, digital channels, and audience programs.
• Conduct ad hoc analyses to identify trends and measure performance.
• Dashboard & Data Source Development:
• Support Tableau, Sigma, and Snowflake reporting environments, including creating and maintaining dashboards, data tables / ETL processes, and reporting repository upkeep.
• Data Management & Operations:
• Support data preparation, cleaning, validation, governance, and quality assurance.
• Own measurement set-up including UTM creation, A/B test set-up, and quality check of ad trafficking documents.
• Partner with internal teams on ingestion and management of marketing data more broadly.
• Presentation & Visual Materials:
• Assist in developing PowerPoint slides and visual graphics for internal updates and strategic presentations.
• Process Improvement & Automation:
• Identify opportunities to streamline reporting, analytics, and data workflows through automation, standardization, and scalable processes.
• Partner with global marketing, technology, and analytics teams.

Requirements & Tech Stack

• Tableau
• Sigma
• Snowflake
• ETL
• UTM
• A/B testing
• PowerPoint
• SQL and/or Python for data analysis, reporting, and process automation (preferred)
• Microsoft Excel, PowerPoint, and Word
• Salesforce

Qualifications

• 2-4 years of experience in marketing analytics, business intelligence, reporting, or related roles, preferably within financial services, asset management, or wealth management.
• Experience supporting global teams and operating within a global delivery model.
• Strong analytical, quantitative, and problem-solving capabilities.
• Experience working with large datasets.
• Strong attention to detail, data quality, and accuracy.
• Excellent written and verbal English communication skills.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Highly skilled in Microsoft tools such as Excel, PowerPoint, and Word.
• Knowledge and proficiency across Tableau, Salesforce, Sigma, and Snowflake.
• Intelligence, excellence, and sound judgment in previous endeavors.