Strategic Accounts Business Analyst
3 days ago
Apollo Inc is seeking a highly skilled Analyst to support the Strategic Accounts team within its Global Wealth Management Solutions (GWMS) business.
The GWMS business is a vertically integrated sales channel within Apollo's broader Client & Product Solutions (CPS) ecosystem, designed to provide individuals and their advisors with a growing range of wealth management solutions beyond the public markets.
The Analyst will play a critical role in supporting the Strategic Accounts team members in their efforts to drive marketing and fundraising outcomes across key client accounts for the firm.
Responsibilities:- Support Strategic Accounts team throughout fundraising and prospecting process
- Develop strong knowledge of private wealth landscape and target client/prospect base
- Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues
- Provide consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and strategy
- Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis
- Prepare ad-hoc reports as needed
- Send detailed meeting follow up emails including any relevant customized data or research to clients and prospects
- Assist in tiering organizations in order of interest/priority
- Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy
- Support the updating of Customer Relationship Management database (CRM)
- Support the updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate
- Assist in the coordination and organization of events
- Bachelor's degree required
- 1-3 years' minimum experience in financial services industry
- Prior experience working with bank platforms, RIAs or private wealth clients is preferred
- Prior knowledge/work experience in alternative investments preferred
- Working knowledge of CRM, preferably Salesforce
$100 - $120k
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
-
Strategic Accounts Business Analyst
4 weeks ago
New York, New York, United States Apollo Inc Full timeJob Title: Strategic Accounts AnalystApollo Inc is seeking a highly skilled Analyst to support the Strategic Accounts team within its Global Wealth Management Solutions (GWMS) business.The GWMS team is a key component of Apollo's Client & Product Solutions (CPS) ecosystem, providing individuals and their advisors with a range of wealth management solutions...
-
Strategic Business Analyst
4 weeks ago
New York, New York, United States Prudential Financial Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Strategic Business Analyst to join our team at Prudential Financial. As a key member of our strategy team, you will be responsible for analyzing market trends, evaluating business opportunities, and developing strategic plans to drive growth and profitability.Key ResponsibilitiesConduct market...
-
Strategic Business Analyst
3 days ago
New York, New York, United States Macmillan Full timeJob Title: Senior Business AnalystJoin Macmillan Publishers, a leading trade company in the Holtzbrinck Publishing Group, as a Senior Business Analyst. This role is part of the Business Development and Strategy group, contributing to the company's strategic direction through in-depth market analyses, impactful financial modeling, and high-caliber...
-
Strategic Business Analyst
1 month ago
New York, New York, United States Prudential Financial Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Strategic Business Analyst to join our team at Prudential Financial. As a key member of our strategy team, you will be responsible for analyzing complex business challenges and developing innovative solutions to drive growth and improvement.Key ResponsibilitiesConduct in-depth market...
-
Strategic Business Analyst
3 weeks ago
New York, New York, United States Citigroup Full timeJob SummaryWe are seeking a highly skilled Strategic Business Analyst to join our team at Citigroup. As a key member of our organization, you will be responsible for developing and implementing business strategies that drive growth and profitability.Key ResponsibilitiesDevelop and execute business strategies that align with company goals and...
-
Strategic Business Analyst
1 month ago
New York, New York, United States Raisin Full time{"h2": "Strategic Role Overview"} This position plays a pivotal part in supporting key initiatives within Raisin's rapidly growing US business. As a strategic analyst, you will collaborate closely with various stakeholders and cross-functional teams to ensure the successful execution of our strategic projects. Key Responsibilities: Market Research: Gather...
-
Strategic Business Analyst
2 days ago
New York, New York, United States Linda Werner & Associates Full timeJob OverviewWe are seeking a highly motivated and experienced Business Analyst to support our marketing measurement and insights program. The successful candidate will be responsible for delivering business and channel-level analysis and insights, identifying trends to enable optimization, and driving strategic initiatives to identify opportunities for...
-
Business Analyst
3 weeks ago
New York, New York, United States tarte cosmetics Full timeJob SummaryWe are seeking a highly skilled Business Analyst to join our team at Tarte Cosmetics. As a Business Analyst, you will be responsible for analyzing business performance, identifying trends, and developing strategic recommendations to drive business growth.Key ResponsibilitiesAnalyze sales performance, including sales forecasting, inventory...
-
Strategic Business Analyst
4 weeks ago
New York, New York, United States Canary Technologies Full timeAbout the RoleWe are seeking a highly skilled Strategic Analyst to join our team at Canary Technologies. As a key member of our organization, you will play a critical role in driving our business forward through insightful data analysis and strategic support.This is an exciting opportunity for a proactive individual who is passionate about working with data...
-
Strategic IT Business Analyst
1 month ago
New York, New York, United States PSEG Full timeJob SummaryA Strategic IT Business Analyst is responsible for analyzing and evaluating an organization's overall business strategy and performance. Their role includes the collection, research and analysis of IT-related data, processes and strategies to discover trends for continuous improvement and peak performance.Key ResponsibilitiesManage insights and...
-
Business Analyst
4 weeks ago
New York, New York, United States Atrium Staffing Full timeBusiness Analyst OpportunityAtrium Staffing is seeking a highly motivated Business Analyst to join their direct lending team.This individual will provide analytical and project support to non-investment activities, focusing on financial forecasting, strategic modeling, and business development.Key Responsibilities:Maintain financial forecasting models and...
-
Senior Business Analyst
4 weeks ago
New York, New York, United States Scripta Insights Full timeJob Title: Principal Business AnalystScripta Insights is a high-growth, venture-backed healthcare IT company focused on lowering pharmacy benefit costs for self-insured employers and their employees.We utilize sophisticated data analytics to identify savings opportunities, making prescription drugs more affordable and improving quality of life and...
-
Strategic Business Lead Analyst
1 day ago
New York, New York, United States Mindlance Full timeJob Description: As a Senior Business Lead Analyst at Mindlance, you will be a strategic professional who stays abreast of developments within the field of Risk Management. You will contribute to the directional strategy by considering the application of your expertise in your job and the business. You will be recognized as a technical authority for an area...
-
Business Intelligence Specialist
4 weeks ago
New York, New York, United States Strategic Staffing Solutions Full timeStrategic Staffing Solutions - Business Analyst (eCommunications)Job Summary:We are seeking a highly skilled Business Analyst to join our team at Strategic Staffing Solutions. As a Business Analyst specializing in eCommunications surveillance, you will play a pivotal role in supporting the migration and transformation of our enterprise eCommunications...
-
Strategic Partnership Analyst
3 weeks ago
New York, New York, United States Ares Management Full timeAres Management Corporation OverviewAres Management Corporation is a leading global alternative asset manager with approximately $447 billion of assets under management and approximately 3,000 employees. We seek to deliver attractive performance to our investor base across our investment groups and strategies, including credit, private equity, real estate,...
-
Strategic Business Development Executive
4 weeks ago
New York, New York, United States Gartner Full timeAbout GartnerGartner is a leading research and advisory company that helps organizations navigate the complexities of the modern business landscape. With a global presence and a team of expert analysts, we provide actionable insights and strategic guidance to drive business success.Job SummaryWe are seeking a highly skilled and motivated individual to join...
-
New York, New York, United States HA Group Full timeJob Title: Business Development Manager, National and Strategic AccountsWe are seeking a highly motivated and experienced Business Development Manager, National and Strategic Accounts to join our team at HA Group. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with national and strategic...
-
Strategic Pricing Analyst
4 weeks ago
New York, New York, United States Katten Full timeJob Title: Strategic Pricing AnalystKatten is a leading law firm with a strong presence in the US and internationally. We are seeking a highly skilled Strategic Pricing Analyst to join our team.Job Summary:The Strategic Pricing Analyst will play a critical role in supporting our pricing and profitability efforts. This includes gathering and analyzing data,...
-
Strategic Accounting Policy Lead
1 day ago
New York, New York, United States Citigroup Inc Full timeThe Strategic Accounting Policy Lead is a key professional who plays a critical role in shaping the accounting policies and strategies of Citigroup Inc. This role requires a deep understanding of financial regulations, accounting standards, and business operations.As a Senior Financial Analyst - Policy, you will be responsible for analyzing complex financial...
-
Strategic Account Executive
4 weeks ago
New York, New York, United States Amazon Full timeAbout the RoleWe are seeking a highly skilled Strategic Account Executive to join our Amazon Business team. As a key member of our team, you will be responsible for delivering exceptional customer experiences and driving business growth through strategic account engagement.Key ResponsibilitiesDevelop and execute account plans to drive spend adoption and...