Business Analytics Manager

Business Analytics Manager

About HJ Sims

HJ Sims is an investment banking firm with more than 90 years of history, built on lasting relationships, thoughtful advice, and a commitment to helping our clients achieve their goals. We are proud of our history, but equally focused on growing and strengthening our firm for the future.

We are investing in new capabilities to become even more informed, connected, and effective in how we serve our clients, and we are looking for people who want to be part of that evolution. At HJ Sims, you can bring ideas forward, work across organizational boundaries, and see your work put into practice.

Position Summary

HJ Sims is seeking a curious, business-minded professional who can turn information into insight and insight into action. Partnering with Investment Banking, Wealth Management, and firm leadership, this role will gather information from multiple sources, identify trends and opportunities, and deliver practical tools, presentations, dashboards, and reports that support client development, decision-making, and firm growth.

Reporting to the Head of Enablement and Transformation, this individual will serve as an internal insights and enablement partner, comfortable working with imperfect or disconnected information and presenting clear conclusions to nontechnical audiences. This is a business-facing analytics role, not a software development or data engineering position.

Key Responsibilities

• Partner with bankers, wealth advisors, and firm leaders to understand business questions, reporting needs, and growth priorities.
• Help establish practical data-governance standards that support the business without creating unnecessary complexity.
• Simplify how information is collected, analyzed, and shared by supporting cross-functional CRM, reporting, and workflow initiatives, and serve as the bridge between business users and technical resources.
• Maintain and improve client, prospect, transaction, and market datasets by identifying inconsistencies and gaps and coordinating with data owners to improve accuracy and usability.
• Create data-driven materials for client outreach, RFP responses, prospecting campaigns, strategic planning, and management discussions.
• Build practical, user-friendly reports and tools in Excel, Power BI, PowerPoint, CRM reporting, and other approved platforms, refining them with end-user feedback to help teams manage pipelines and prioritize opportunities.
• Evaluate new analytics and AI-enabled tools based on their ability to solve meaningful business problems.

Required Qualifications

• Bachelor's degree in business, finance, economics, business analytics, marketing analytics, or a related field, or equivalent practical experience.
• 5+ years of experience in business analytics, financial services, investment banking, wealth management, sales enablement, business intelligence, market research, consulting, or a related business-facing role.
• Advanced proficiency in Microsoft Excel and strong proficiency in Microsoft PowerPoint, with the ability to build clear, persuasive presentations for nontechnical audiences.
• Experience gathering information from multiple sources, evaluating its reliability, and converting it into actionable business insights through executive reports, dashboards, scorecards, or market analyses.
• Strong written, verbal, and visual communication skills, with the ability to work directly with stakeholders, clarify ambiguous requests, and translate business needs into useful deliverables.
• Strong attention to detail and a commitment to accuracy.

Preferred Qualifications

• Experience with Power BI, or another visualization platform.
• Experience using Microsoft Dynamics 365, Salesforce, or another CRM platform.
• Experience in investment banking, capital markets, wealth management, or another relationship-driven financial-services environment.
• Familiarity with AI-enabled analysis, workflow automation, or reporting tools.
• Experience supporting revenue-generating professionals through research, market intelligence, reporting, presentation development, or sales enablement.