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 Blue Owl Capital
$80k - $150k
...thought and healthy debate. As a private partnership, we believe our... ...The Position: We are seeking a Sales Specialist to serve as the... ...operational engine behind our retail wealth distribution effort. This role... ...Travel booking and expense report management including...PrivateRemote workHome officeFlexible hours1 day per week- Blue Owl Capital Inc. in New York City is seeking a Private Wealth Sales Service Associate to partner with the Market Team and serve investors with high... ...administrative support. The role emphasizes CRM reporting, account updates, and coordination between operations and...Private
- ...Vice President, Wealth Management Field Recruiting Business Partner About the Company Top... ...Specialties sales & trading investment banking... ...wealth management and private wealth management private... ...the RPO team, developing reporting, and communicating with senior...Private
$80k - $115k
Summary Neuberger Wealth is seeking a highly motivated... ...the Neuberger Wealth business by evaluating current processes... ...role of the Business Analyst will be responsible for... ...analyses related to Private Wealth's Client Service... ..., travel requirements, sales or revenue-based...PrivateLocal areaShift work- A financial services firm in New York is looking for an experienced Business Analyst to support its Portfolio & Wealth Advisory team. You will manage relationships, identify business needs, and deliver impactful solutions. The ideal candidate possesses strong communication...SuggestedRemote workFlexible hours
$190k - $235k
Senior Finance Business Partner (Asset & Wealth Management Consulting - North America) New York Senior Finance... ..., one of the world's leading quoted private asset growth investors. Our people... ...Business Partner (AWM NA) has dual reporting lines: To the Business Head -...PrivateContract workWork at officeWorldwideFlexible hours- ...Business Manager Are you someone who excels in influencing outcomes... ...? Join J.P. Morgan's Asset & Wealth Management Operations team as... .... This position will report directly to the Lead Business... ...leading investment management and private banking solutions. Asset Management...Private
- Job Overview About the Team The Wealth Regulatory Reporting Operations - Change team sits at the heart of the firm's regulatory compliance agenda... ..., technology, legal, and compliance to ensure the business remains ahead of its regulatory obligations. The team operates...
$190k - $235k
Senior People Business Partner (Asset & Wealth Management Consulting - North America) New York Senior People... ..., one of the world's leading quoted private asset growth investors. Our people... ...Business Partner (AWM NA) has dual reporting lines: To the Business Head -...PrivateFor contractorsWork at officeRemote workWorldwideFlexible hours- ...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
- ...Firm, is seeking a Financial Planning & Reporting Analyst in their New York, NY location.... ...public market pricing, FX impacts, and private valuation estimates Produce quarterly... ...requests, and strategic initiatives as business needs arise Required Strong organizational...Private
$75k - $125k
...POSITION SUMMARY Wealth Management Analysts provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...financial planning, reporting and analysis.... ...unregistered Client Service Associate responsibilities at... ...new platforms Business Development Support:...PrivateTemporary workWork experience placementLocal area$68k - $120k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...financial planning, reporting and analysis DUTIES... ...unregistered Client Service Associate responsibilities at... ...and new platforms Business Development &...PrivateTemporary workWork experience placementLocal area$100k - $150k
Business Development Analyst/Associate - Jefferies, Asset Management Division The Asset Management division of... ...range of investment strategies spanning Private Credit, Alternative Asset Managers,... ...will be hiring an Institutional Sales Analyst/Associate within the Asset Management...PrivateWork experience placement- ...an Accounting Manager to lead their accounting function for private wealth clients. The successful candidate will oversee a skilled team... ...relationships, and ensure the delivery of comprehensive financial and reporting services. Applicants should have substantial accounting...
$118k - $170k
Masterworks is seeking a Private Wealth Associate based in New York City to join our gallery sales team, focusing on client engagement and driving sales activity. The ideal candidate will attend gallery events and actively follow up with high-net-worth individuals, ensuring...Private$100k - $130k
...sponsors investment funds that invest in private equity, credit and real assets and has... ...subsidiaries. Team Overview KKR’s Human Capital Business Partner team is a strategic and trusted... ...as needed Manage headcount reporting/tracking with Comp and FPA teams on monthly...PrivateH1bLocal area$120k - $140k
Brookfield Asset Management LLC is seeking a dedicated professional for the Private Wealth team in New York City. The role involves supporting Independent Broker Dealer partners, developing business plans, and maintaining client relationships through proactive service....PrivateTemporary work- Masterworks, LLC. is seeking a Private Wealth Associate to join their gallery sales team in NYC. The role focuses on engaging high-net-worth clients through evening gallery events and driving outbound follow-up to advance prospects. Candidates should possess strong interpersonal...PrivateAfternoon shift
$105k - $135k
...mental and financial well-being. The Business Data Analyst will play an active role in defining,... ...Sitting within the Data Product team and reporting to the Head of Data Product, this role... ...modeling tools. Working knowledge of private equity fund structures — capital activity...PrivateWork at officeRemote work3 days per week$80k - $95k
Blue Owl Capital Holdings LLC seeks a Sales Service Associate in New York City, responsible for supporting the Private Wealth team by ensuring operational efficiency and delivering high-quality service to clients. The ideal candidate will have a bachelor’s degree and 1-...PrivateWork at office- TrinityBridge seeks a Business Development Executive to drive new business within the professional intermediary market and with private clients across the UK. The role is predominantly home-based with travel to offices and events. You will help lead the BD team, develop...Remote jobWork from home
- Fortress Investment Group is seeking a National Accounts Manager to lead strategic relationships with private wealth platforms and home offices. This role will drive product adoption and partnerships across various organizations. The ideal candidate will possess 10-15...PrivateHome office
$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...$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- ...represents a global investment firm seeking a Senior Lead Business Analyst for a full-time, permanent role based in New York City.... ...BA or Data Analyst, strong SQL and Excel, and experience in private markets fund reporting and LP analytics. #J-18808-Ljbffr PRI TechnologyPrivatePermanent employmentFull time
$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$110k - $185k
...Business Development Manager Morgan Stanley is a leading global financial services firm... ...banking, securities, investment management and wealth management services. The Firm's employees... ...Financial Advisors by managing the field sales support of non-banking products and the...Temporary workWork at officeLocal areaWorldwideFlexible hours- Asset & Wealth Management, Private Wealth Management, Digital Marketing Analyst-New York New York, NY, United States Job Description... ...Private Wealth Management business. Your work will support the... ...execution, optimization and reporting. Conduct keyword research and...PrivateFull timeWork at office
$125k - $250k
...stakeholders to strengthen how we develop and enable advisors across Private Wealth Management. The role is best suited for a highly organized,... ...and deliver advisor development programming to strengthen business development, prospecting, and client relationship management...PrivateFull timeTemporary workPart time
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