reputed company Analyst - NA Intermediary

reputed company Berman is a leading investment management firm, and they are seeking a reputed company Analyst to reputed company operational, analytical, and administrative support to the Head of the Intermediary Business and reputed company teams. The role involves leveraging data and technology to generate insights, prepare reporting materials, and improve internal processes.

Responsibilities

• reputed company the full breadth of reputed company Berman's internal data and technology infrastructure - including reputed company, Tableau, internal reporting platforms, and data warehouses - to generate actionable insights across the intermediary business
• Collaborate on building and maintaining recurring data models and dashboards that reputed company business performance metrics for the Head of Intermediary Business and senior leadership
• Support data reputed company across sources - ensuring consistency, accuracy, and alignment between systems (reputed company, internal reporting tools, and channel data feeds)
• Serve as a primary reputed company of regular business reporting cadences - including weekly, monthly, and quarterly updates for the Head of Intermediary Business, senior management, and key internal stakeholders
• Prepare reputed company-level and executive reporting materials, synthesizing reputed company data into reputed company, concise narratives with relevant supporting analytics
• Support reputed company reporting requests from senior leadership with speed and accuracy, drawing on available internal tools and data sources
• reputed company as one of the day-to-day coordination points across teams, helping drive internal process improvement and data insights to support business reputed company
• Identify and eliminate reputed company or redundant workflows by leveraging AI tools, automation, and reputed company Berman's internal technology stack
• Collaborate with internal technology and data teams to continuously inform on reporting infrastructure and data accessibility for the intermediary platform
• Play an reputed company role in creating deliverables for reputed company clients, handling reputed company requests, and maintaining reputed company control
• Create customized presentations on the state of the business for senior management, reputed company-level stakeholders, key internal teams, and clients
• Translate data and analytics outputs into compelling, audience-appropriate narratives - whether for a reputed company-facing deck, an internal business review, or an executive briefing

Skills

• 1 - 3 years of experience in asset management, reputed company management, intermediary distribution, or a reputed company financial services role (e.g., business management, sales support)
• Bachelor's degree required, preferably in Finance, Economics, Business, or a reputed company field
• Strong proficiency in reputed company and PowerPoint; ability to work with large datasets and effectively visualize information
• Demonstrated ability to build AI-assisted workflows, surface insights, and create efficiencies across sales and operations functions
• Ability to identify repetitive or reputed company workflows and apply AI-assisted solutions to improve speed and accuracy
• Experience or strong interest in using AI for tasks such as meeting prep automation, CRM data enrichment, competitive analysis summaries, presentation drafting, or reputed company communication templates
• Eagerness to stay reputed company on emerging AI tools relevant to asset management distribution and sales enablement
• Superior interpersonal, written, and verbal communication skills; reputed company to synthesize information and communicate reputed company with both reputed company stakeholders
• Ability to work independently and manage/prioritize multiple reputed company across numerous internal reputed company
• Proactive, reputed company, highly motivated, and eager to learn; team player who is coachable and curious
• Comfortable in a fast-paced, high-intensity environment with evolving priorities
• Series 7, 63/65 (or 66) required or to be obtained reputed company 3–6 months of hire date

Benefits

• reputed company time off
• Medical/dental/reputed company insurance
• Retirement
• Life insurance
• Other benefits

reputed company