Private Wealth, Sales Reporting & Business Analyst - Associate
$110k - $130kBlue Owl Capital
This role is in office Monday to Friday. Blue Owl is seeking an Associate to join the Private Wealth Distribution Strategy and Analytics team to focus on sales analytics, reporting, and data operations in direct support to leaders across the Global Private Wealth business. The role requires advanced analytical skills, strong attention to detail, and the ability to reconcile large amounts of raw data across multiple systems. The ideal candidate has foundational data and BI skills, is collaborative and process oriented, and can manage multiple projects or workstreams in a fast‑paced environment. This position provides a unique opportunity to gain exposure to senior leadership and provide strategic analysis at a rapidly growing firm. Responsibilities Ownership of sales reporting, data, and processes; ensure accuracy, availability, and integrity of data sources across CRM (Salesforce) and reporting platforms (Tableau, SQL, Snowflake) Develop, maintain, and enhance existing sales reports and dashboards to support business strategy and decision making Facilitate monthly reconciliation of sales data from multiple sources, identify and resolve discrepancies, streamline data collection, and monitor automated processes Perform ad hoc analysis and effectively communicate trends and insights that inform business decisions to key stakeholders Establish consistent and repeatable processes, gather business requirements, create documentation, and help build tools to automate repetitive tasks across the Private Wealth organization Collaborate closely with cross-functional teams to ensure consistency of reporting and drive a culture of self-service and actionable analytics. Qualifications Bachelor’s degree or equivalent required in Finance, Information Technology, Management Information Systems, Business Administration, Economics, Mathematics, or a related discipline. 2-4 years of experience in a business intelligence, data analytics, or similar role within a high growth environment Asset management or financial services experience preferred Strong analytical mindset, problem‑solving skills, and attention to detail Experience with Tableau or similar BI tool; ability to create actionable and compelling data visualizations; CRM Analytics (CRMA) experience is a plus Proficiency in SQL; demonstrated ability to extract meaningful insight from raw data Experience with Salesforce or other CRM systems preferred Exceptional interpersonal and organizational skills; ability to manage multiple projects, prioritize tasks, meet deadlines, and communicate effectively with non‑technical stakeholders Highly proficient in Microsoft Word, Excel, and PowerPoint; VBA experience is a plus. The base annual salary range for this New York-based position will be $110,000 to $130,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. #J-18808-Ljbffr
$100k - $150k
...Denver, CO About Ares Wealth Management Solutions... ...leading credit, private equity, real estate,... ...Position Summary As a Sales Analyst/Associate, you will be partnered... ...Salesforce.com CRM data, call reporting, conference calls and... ...Principal, Business Management and Strategy...PrivateTemporary workWork experience placementFlexible hours$80k - $150k
...and healthy debate. As a private partnership, we believe... ...We are seeking a Sales Specialist to serve as... ...engine behind our retail wealth distribution effort. This... ...Travel booking and expense report management including... ...partnership whose sole business is investment management...PrivateFull timeRemote workHome officeFlexible hours1 day per week$58k - $115k
...Wealth Management Strategic Solutions Product Owner/Business Analyst -Associate Wealth Management Platforms Location: Purchase We are looking for a dedicated individual to join our team as an Associate Product Owner/Business Analyst within Wealth Management...SuggestedTemporary workWork at officeWorldwideShift work- Role: Business Analyst - Wealth Management Location: New York, NY 100% ONSITE ROLE Job Description... ...needs and technology solutions within private banking, asset management, and... ...management systems (OMS) Data Analysis & Reporting Analyze financial data related to performance...Private
- Business Analyst Wealth Management A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The... ...Proficiency in data analysis and reporting, with experience using tools...PrivateWork experience placement
- Corient Private Wealth LLC. is seeking a Wealth Analyst in New York City. This role involves analyzing client financial information, preparing investment recommendations, and collaborating with a team to develop comprehensive financial plans. The ideal candidate will possess...Private
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will... ...team serving executives, founders, private company clients, financial... ...Financial Advisors with client service, business development, account...PrivateFull timeWork at office$60 - $90 per hour
...Business Analyst (Contract) - Advanced Data Analytics Location: New... ...raising, equity services, and wealth management through a global... ...investment banking, capital markets, private equity, venture capital, or... ...re interviewing prospective associates, brainstorming with partners...PrivateHourly payContract workWork at office3 days per week- Business Analyst / Junior Project Manager - Alternative Asset Private Wealth Products Qualified candidates, please attach resume when applying. Global Alternative Asset... ...requirements for projects, including the design of new reports and the development of streamlined workflows...Private
- The JPMorgan Chase Wealth Management Chief Administrative Office (CAO) Business Management team is a newly... .... As the Senior Associate Business Manager in the... ...materials, executive-level reporting, communications, and... ...management and private banking solutions. Asset...PrivateFull timeWork at office
$95k - $160k
...Goldman Sachs, Inc. is looking for an Associate in Sales located in New York, New York. The role involves creating wealth management plans for high-net-worth individuals and advising clients on investment strategies. Candidates must have a Bachelor’s degree and two years...Private$100k - $140k
...FIG US FIG LLC in New York is looking for a Sales Associate to support the Credit and Real Estate Business Capital Formation Group. The role involves making proactive... .... Fluency in Spanish and experience in private wealth management are strongly preferred. The position...Private- ...services recruitment agency based in New York is looking for a GP Reporting Analyst. This role involves preparing internal reporting related to... ...skills, proficiency in Excel, and familiarity with private equity or hedge fund environments. This is a full-time position...PrivateFull time
$175k - $200k
...supporting and developing 18 private capital and hedge boutiques managing... ...brand, balance sheet, business development and support resources... ...cases, manage all stages of the sales process, including product and... ...and trading, research, and wealth and asset management services....PrivatePermanent employmentFull timePart timeLocal areaImmediate startRemote work$75k - $125k
...Goldman Sachs | Product Design Analyst We are seeking designers to... ...will join the Client Digital / Private Bank team, responsible for the digital experiences of our Wealth clients, including the design... ...solutions while acknowledging business and technical constraints. Communication...PrivateFull timeBank staffWork at officeRemote workWorldwide$100k - $130k
...sponsors investment funds that invest in private equity, credit and real assets and has... ...TEAM OVERVIEW KKR's Human Capital Business Partner team is a strategic and trusted... ...stakeholders as needed Manage headcount reporting/tracking with Comp and FPA teams on monthly...PrivateH1bLocal area- ...leading investment management firm is seeking an experienced sales professional for their Private Client Group covering the Upper Midwest Region. The... ...will have a minimum of 5 years in sales within asset or wealth management. Responsibilities include articulating macro...
$200k - $275k
Fortress Investment is looking for a Director/MD of National Accounts within its Private Wealth Solutions. The role demands expertise in asset management and a proactive approach to building relationships with key private wealth platforms. The successful candidate will...Private$50 per hour
...a form of ownership-it's our approach to business and relationships. We know that supporting... ...a fulfilling career. The Tax Advisor, Wealth Management will be responsible for... ...and planning support for clients of BBH's Private Wealth Management group, directly or through...PrivateWork experience placementWork at officeLocal area3 days per week$70k - $76k
...UBS is hiring a Client Associate in New York City to join a Private Wealth Management team, focusing on client care and service. You will maintain client records, educate clients on services, and prepare reports for meetings. The ideal candidate has at least 1 year of...Private$121.7k - $148.2k
...Centura Wealth Advisory is seeking a Business Development Manager – Casualty Loss in Los Angeles. This role focuses on developing and executing lead generation strategies for Casualty Loss, ensuring effective client engagement and nurturing long-term relationships. The...$60k - $80k
...Northwestern Mutual Wealth Management Associate Job Description... ...planning. As a business owner, they... ...assistive software, reporting tools, and... ...History of success in sales, athletics,... ...directors, and analysts to rate enterprises... ...0.00 2 days ago Private Capital Advisory...PrivateFull timeFor contractorsWork experience placementWork at office$180k
...everyone in venture capital, private equity and private... ...Of Tomorrow. As a Business Development Manager, Private... ...investment platforms, wealth managers, among others.... ...Implementations, Support, Sales, and Marketing to... ...and Brazil Transparency Report. Please note that all official...PrivateFull timeWork at office- ...Asset & Wealth Management (AWM) AwM invests in private equity, credit, real estate, infrastructure... ...base covenants and reporting obligations, as well as... ...Portfolio Management teams. Analysts on the CFM team will... ...based on the needs of the business and the candidate’s specific...Private
$150k - $190k
...CIBC, please visit CIBC.com ( What you'll be doing As a Private Wealth Business Development Officer (BDO), you are responsible for sourcing... ...management, private banking or a related field. You are a dynamic sales professional with a proven track record of acquiring and...PrivateRemote work- ...posted), this role is also eligible for sales incentive opportunities* At Schwab, you... ..., and effective for all. Schwab Private Wealth Services (SPWS) delivers a highly personalized... ...$10M+ in assets. As a Director, SPWS Business Development Officer, you will play a key...PrivateWork at office
- ...A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client... .... Ideal candidates will possess strong skills in finance and sales. This full-time position offers the opportunity to significantly...PrivateFull time
$110k - $185k
...banking, securities, investment management and wealth management services. The Firm's employees... .... The Wealth Management Field and Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the...Temporary workWork at officeLocal areaWorldwideFlexible hours$85k - $110k
...pension plans, sovereign wealth funds, insurance... ...weekly Management Committee report, annual planning process and associated quarterly reforecasts, month... ...Management (Public and Private) and WM Finance teams as... ...revenue, expenses, and business metrics are properly booked...PrivateFull timeTemporary workPart timeWork experience placement$85k - $110k
...clients, including pension plans, sovereign wealth funds, insurance companies, endowments, and individuals. AWM Private is the primary center for Goldman Sachs’ long... ...activity, encompassing six major asset‑management businesses: Corporate Equity, Growth Equity, Corporate...PrivateFull timeTemporary workPart timeRemote work
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