Data Analyst (US Wealth)
$80k - $110kNomura International
Corporate Title :Analyst Department : US Wealth Location: Philadelphia The pay range for this position at commencement of employment is expected to be between $80,000 and $110,000 per year* (see below footnote for additional compensation and benefits information). Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit Aon's Benefit Index®, Nomura's benefits rank #1 amongst our competitors Division Overview: NAM International The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. The Sales Enablement function within the US Wealth organization designs and implements strategies, tools and processes to enhance productivity and effectiveness of the distribution effort. This group works across sales, marketing, product & client services to align engagement with the firm's strategic priorities, while also managing client data architecture, design standards, and consumption frameworks to ensure effective utilization of client insights across all touchpoints. Role Description:
- The US Wealth data analyst will support the Sales Enablement team in reviewing data, ensuring accuracy and cleanliness of data/reporting while providing observations and recommendations for enhancement.
- Accessing external data sources and gleaning insights about prospective client opportunities and insights.
- Support client engagement targeting efforts through running reports, summarizing data elements into digestible and actionable insights and educating users as needed.
- Mapping data to client engagement activity in a way that tells a narrative to users.
- Bachelor's Degree in Business Analytics, Business Management, Finance, or other related field of study
- Background in working with large datasets with a curious and analytical mindset.
- Experience with excel required.
- Experience with Salesforce CRM strongly preferred.
- Some knowledge of the US Wealth intermediated (Advisor) market and understanding of client-facing capacity preferred.
- Some knowledge of sales and marketing support processes preferred.
- Experience with Tableau, PowerBI, Analytics preferred.
- Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
- Making Strategic Decisions : Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
- Inspire Entrepreneurship in People : Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
- Elevate Organizational Capability : Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
- Inclusion : Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).
Vacancy posted 1 day ago
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