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Business Strategy & Analytics Corporate Vice Presi
Location : New York, New York City
Refer job # IGCP338657

Job Responsibilities and Requirements: Business Analysis: Lead the development and delivery of the monthly Eagle Strategies Sales & AUM performance reporting; perform monthly read out of results to President/CEO of division Produce ad hoc analyses, quarterly scorecards, and benchmarking studies to measure and track department goals across several areas including Operations, Financial Planning, and Sales Support. Identify opportunities for database and reporting enhancements, provide recommendations on appropriate solutions for analytics, reporting and database projects, gather and translate business requirements into clearly defined and easily understood recommendations. Manage and analyze various data sources including Advisor production/behavior, customer segments/demographics, and market/economic information Competitive Intelligence: Conduct industry and competitive research including analysis of peer companies in the wealth management industry to support of the overall business strategy Produce ad hoc thematic research documents that educate senior leadership on current industry topics and trends Maintain the team s competitive repository of information, including competitor tear sheets, comprehensive / in-depth analysis of selected peers, and competitive league tables Project Management: Manage off-shore consultant resources on various databases and report automation projects Liaise with various departments regarding data related project issues Manage relationships and projects with external vendors in support of the overall data strategy Financial Analysis: Perform financial and capital budgeting analyses including cost/benefit analysis, CAPM, pricing models, and financial ratios analysis Generate financial models that compute metrics such as NPV, ROI, IRR, and Payback Period from different cash flows Qualifications Bachelor's degree required (Finance/Economics), MBA preferred, or CFA or progression towards designation preferred Desired backgrounds include business development, strategy, data analytics, or management consulting 7+ years of related experience Must be highly proficient in Excel and PowerPoint Must have some knowledge of databases, report automation and analytic technologies Financial Modeling, Statistical Modeling, Report Automation, Application Development and Database Management Knowledge of the Wealth Management Business; maintains current knowledge of industry and trends and is able to apply that knowledge to existing business processes.



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