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
$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- 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- 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
- 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...Suggested
- Charles Schwab Corporation is seeking a Director, SPWS Business Development Officer in New York, NY. You will drive new business growth by building relationships with ultra-high-net-worth clients and aligning them with Schwab’s service offerings. The ideal candidate has...Private
$100k - $140k
Fortress Investment Group in New York is searching for a Sales Associate for the Credit and Real Estate Business Capital Formation team. This role supports external sales efforts and focuses on Private Wealth distribution, fostering relationships with investors. The ideal...Private$105k - $135k
...community where everyone thrives. As a Business Data Analyst, you will play an active role in... ...sit within the Data Product team and report to the Head of Data Product, translating... ...modeling tools. Working knowledge of private equity fund structures—capital activity...PrivateWork at officeRemote work$130k - $165k
...drive the strategic planning and operations of the Private Banks & Wire houses sales channel in Global Wealth Management Solutions. This role involves working... ...capital raising activities and implementing effective business processes. The ideal candidate will have a...Private$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$100k - $130k
Human Capital Business Partner - Associate New York, NY Company Overview KKR is a leading global investment... ...investment funds that invest in private equity, credit and real assets and has... ...as needed. Manage headcount reporting/tracking with Compensation and FPA teams...PrivateH1bLocal area- ...clients – including governmental agencies and private companies – throughout the United States... ...enrichment requirements and develop business/functional specifications • Manages... ...current and upcoming IHC/CCAR regulatory reporting requirements • Creative problem-solving...Private
$110k - $130k
Blue Owl Capital seeks an Associate for their Private Wealth Distribution Strategy and Analytics team... ...in New York. This role emphasizes sales analytics, reporting, and data operations to support... ...across the Global Private Wealth business. The qualified candidate will have...Private$143.2k
...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...PrivateFull timeWork at office- ...The JPMorgan Chase Wealth Management Chief Administrative... ...Office (CAO) Business Management team is a newly... .... As the Senior Associate Business Manager in... ...materials, executive-level reporting, communications, and... ...management and private banking solutions. Asset...PrivateWork at office
$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- ...Description One of our top software wealth management clients is looking... ..., keep, and process your private information, please review Insight... ...and Requirements 1-3 years of sales experience RIA experience... ...Bachelor's degree in finance, business or related field #J-18808-Ljbffr...Private
- ...client expectations are met effectively. The ideal candidate will have proven private wealth administration experience and be pursuing relevant professional qualifications. Join our team to grow with the business and make meaningful relationships. #J-18808-Ljbffr MourantPrivateTraineeship
$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- ...Banking Director / Vice President, Business Development & Referral... ...investment banking arm that advises privately held and family-owned... ...manage and expand an established wealth-management referral channel... ...development role, not a generic sales position. The right candidate...PrivateWork at office
- ...Marketing Business Analyst: Data-driven Growth Specialist (37502) Task Impetus Inc. A marketing business analyst analyses sales funnels and customer intent, measures the performance of online and offline campaigns, and reports on marketing KPIs such as leads, conversion...Full timeSeasonal workH1bWork at officeRelocationVisa sponsorship
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions... ...supporting their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant...Private
- ...partnership is seeking an Executive Director for its Private Credit Solutions Group Investment Specialist... ...assets through partnerships with various wealth channels. The successful candidate will collaborate with internal sales to promote private credit solutions, educate...Private
- ...Management is looking for a Wealth Strategy Associate to join their Strategy team... ...will help improve sales processes, develop frameworks... ...with various teams to drive business growth. What You’ll Do Support... ...with financial advisors or private wealth clients is a plus. Strong...PrivateWork at office
$85k - $160k
ABOUT ASSET & WEALTH MANAGEMENT Goldman Sachs’ Asset... ...spanning public and private asset classes, industries... ...the global AWM businesses. You will work alongside... ...Deal Execution teams, Sales, Product Managers, Operations... ...& solutions, status reporting and test execution A...PrivateFull timeTemporary workPart time- 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
- ...Business Acquisition Partner (Program Applicant) – The Acquisition Network Company: The... ...We combine data-driven deal sourcing, private lending partnerships, and remote management... ...deal‑negotiation support Build long‑term wealth as an owner—not just an operator...PrivateContract workLocal areaRemote work
$137.3k - $294k
...Overview The Private Markets business within SAP is responsible for our engagement... ..., Pension Funds, Sovereign Wealth Funds, Banks, and Asset Managers... ...closely with SAP’s sales, solution, and partner ecosystem... ...targets. Monitor, track, and report on adoption success metrics,...PrivateContract work$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives....Private- ...planning. They are business owners who acquire... ...of success in sales, competitive roles... ...Investment Banking Analyst (Financial Institutions... ...Advisory - Associate Manhattan, NY $34,... ...month ago Asset & Wealth Management, Investment... ...Area 2 weeks ago Private Capital Advisory Associate...PrivateFull timeWork at officeFlexible hours
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