Senior Analytics Analyst advancing GEO/AEO, marketing measurement and data solutions. Supporting Intercept’s B2B technology clients through AI - driven analysis, dashboards and technical projects.
About the role
- Associate Director leading client, investment, and ESG reporting analytics for global asset manager. Improving data governance, reporting accuracy, automation, and stakeholder outcomes.
Responsibilities
- Lead production and governance of recurring client reporting deliverables
- Ensure accuracy, completeness, and consistency of data used in client reports
- Develop and maintain reporting methodologies, business rules, and quality controls
- Translate client requirements into scalable reporting solutions
- Support custom client requests and analytical inquiries
- Coordinate periodic sustainability and ESG reporting across General Account and third-party client portfolios
- Maintain reporting models, templates, and supporting documentation
- Ensure reporting outputs align with methodologies and disclosure requirements
- Establish and maintain data quality standards
- Investigate data issues, perform root cause analysis, and implement corrective actions
- Develop controls and reconciliations for reporting outputs
- Partner with technology teams on source data management and data governance
- Identify opportunities to streamline manual processes and improve operational efficiency
- Lead automation initiatives using reporting tools, business intelligence platforms, and data solutions
- Standardize reporting workflows and implement scalable controls
- Advise business leaders, investment teams, operations, compliance, and client relationship managers
- Facilitate discussions to resolve reporting issues and align business requirements
- Mentor analysts and junior team members
- Establish best practices for reporting, analytics, and quality assurance
- Foster accountability, continuous improvement, and client service excellence
Requirements
- Bachelor's degree in Business, Finance, Economics, Data Analytics, Statistics, Mathematics, Information Systems, or a related field
- 4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services
- Experience managing complex reporting processes and delivering executive-level insights
- Advanced proficiency in Excel, including complex formulas, data validation, reconciliation techniques, and large-scale workbook management
- Strong understanding of investment reporting, performance reporting, or financial services data environments
- Experience with business intelligence and data visualization tools such as Power BI and Tableau
- Strong SQL and data analysis capabilities
- Familiarity with ESG, sustainability, or investment classification frameworks
- Experience managing large datasets and complex reporting models
- Professional designation such as CPA, CFA, CBIP, PMP, or equivalent is considered an asset
- Required to declare personal investment accounts and securities investments
- Required to seek preclearance on future transactions, including those of household members
Benefits
- Excellent benefits and wellness programs
- Generous vacation and sick time
- Market-leading maternity, parental and adoption leave top up program
- Partially-paid sabbatical program
- Pension, stock and savings programs with an employer-paid match
- Flexible work environment
- Career growth and development opportunities
- Variety of career paths with networking potential
- Award-winning workplace culture
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