Business Intelligence Analyst

• Read and interpret trust indentures with regard to reporting requirements
• Create technical report specifications from indenture language
• Set up payment calculations in a variety of in-house systems
• Receive, map and reconcile periodic collateral data
• As required, make tax elections, file for EIN’s, and track residual holder transfers
• As required, perform portfolio compliance tests on a selection of structured fixed income deals (trade testing)
• Compile monthly, quarterly and annual payment and/or tax reports
• Coordinates with operations teams to ensure correct payments are received and made
• Perform quality control review of reports, meeting timeliness and accuracy standards
• Frequent interaction with asset managers, investors, auditors and rating agencies

CLO Reporting Analyst

• Read and interpret trust indentures with regard to reporting requirements
• Create technical report specifications from indenture language
• Set up payment calculations in a variety of in-house systems
• Receive, map and reconcile periodic collateral data
• Perform portfolio compliance tests on a selection of structured fixed income deals (trade testing)
• Compile monthly, quarterly and annual payment and/or tax reports
• Coordinates with operations teams to ensure correct payments are received and made
• Perform quality control review of reports, meeting timeliness and accuracy standards
• Frequent interaction with asset managers, investors, auditors and rating agencies

Trust Reporting Analyst

• Read and interpret trust indentures with regard to reporting requirements.
• Create technical report specifications from indenture language.
• Set up payment calculations in a variety of in-house systems. Receive, map and reconcile periodic collateral data. Coordinate with operations teams to ensure correct payments are received and made.
• Perform quality control review of reports, meeting timeliness and accuracy standards.
• Frequent interaction with asset managers, investors, auditors and rating agencies.

• Develop data solutions that uncover actionable insights into marketing performance
• Support the creation and maintenance of dashboards and reporting tools that surface trends
• Measure campaign effectiveness and empower marketers to optimize strategies through data-driven decision-making
• Gather and translate marketing stakeholder requirements into actionable data solutions
• Design and develop dashboards and visualizations that empower marketers to make data-driven decisions
• Collaborate with analytics and business teams to ensure reporting meets stakeholder needs

Associate, Marketing Business Intelligence

• Responsible for capturing, interpreting and understanding the needs of the business.
• Analyzes, evaluates and documents data requests of business stakeholders to understand and prioritize requests.
• Responsible for structuring the data to provide the best insight of data analytics.
• Combines data from various sources to develop integrated views that can be used to drive the decision-making process.
• Translates business requirements into reporting solutions which meet business objectives.
• Responsible for the analytical project lifecycle from initial concept through implementation.
• Leads the development of new sources of data and methods to improve data collection, analysis and reporting.
• Monitors the effectiveness of marketing campaigns and makes recommendation to improve their impact.
• Effectively communicates findings/recommendations with peers and senior management regarding analysis of data.
• Researches and recommends new business opportunities and appropriate market segments to target.

Senior Analyst, Business Intelligence, Energy Efficiency

• Dashboard and Report Development — Build and maintain trusted, self-serve dashboards in Metabase that serve the full GTM organization. Every dashboard you build should answer a specific business question, reduce dependence on ad-hoc requests, and be legible to a non-technical stakeholder without a walkthrough.
• SQL and Data Modeling — Write clean, well-documented SQL against Snowflake to extract, transform, and validate data for reporting. Translate business logic from RevOps into queries and data structures that produce accurate, repeatable outputs. Where dbt models exist or need to be created, partner with the Data Engineering team to ensure the right foundations are in place.
• KPI Definition and Metric Governance — Partner with the RevOps Analyst to define, document, and standardize the GTM metrics that matter most across marketing, retention, support, and revenue. Own the source of truth for how those metrics are calculated and ensure consistency across dashboards and reports.
• Insight Communication — Go beyond the chart. When a dashboard surfaces something unexpected, a trend worth investigating, or a signal that leadership should act on, your job is to name it clearly and frame the implications. Reporting without interpretation is noise. Your contribution is turning data into a point of view.
• Cross-functional Data Partnership — Work closely with the RevOps Analyst to understand what business questions each team is trying to answer, prioritize the reporting roadmap accordingly, and deliver outputs that are both technically accurate and genuinely useful to the people receiving them.
• Data Quality and Validation — Take ownership of the accuracy of your outputs. Before any dashboard or report is shared, you verify it. When numbers look off, you investigate. When something is wrong upstream, you surface it clearly to the right person rather than publishing results you cannot stand behind.
• Success Metrics: The quality of your work is measured by whether it gets used, trusted, and acted on. Specific indicators include the adoption rate of self-serve dashboards across the GTM organization, the reduction in ad-hoc reporting requests over time, the accuracy and consistency of KPI definitions across reporting surfaces, and the speed at which the RevOps team and business leaders can get to a credible answer when a question arises. The ultimate measure is whether the people you serve feel more informed and more confident in their decisions because of the work you produce.

GTM Reporting Analyst

• Assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices
• Working directly with Relationship Managers and 3rd party advisors
• Handling all client inquiries and resolving issues related to reporting
• Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations
• Collaborating with various parts of the organization to resolve client issues
• Working with internal groups to integrate systems and workflows
• Identifying trends and recommending process improvements to increase efficiency
• Collaborating with an internal performance team to reconcile accounts in eMoney
• Working in complex data sets to identify and resolve data and calculation discrepancies

Family Office Client Services – Reporting Analyst

• Design, build, and steward complex BI datasets, governed semantic layers, and Tableau dashboards that model CXO performance across volume, efficiency, quality, and customer outcomes.
• Define and evolve enterprise metrics, taxonomy, and governance while influencing CXO wide reporting standards and best practices to ensure consistent and trusted analytics.
• Partner with Data Engineering to shape data contracts, ingestion requirements, and transformation logic that support scalable and long term analytics foundations.
• Collaborate with Analytics to translate exploratory analysis into standardized and reusable BI products.
• Develop and maintain advanced SQL transformations used in production BI workflows.
• Champion data quality by identifying issues, articulating business impact, and driving improvements across upstream and downstream systems.
• Build BI assets, including feature consistent datasets, governed semantic layers, and documented metrics, that enable downstream use cases such as automation, experimentation, AI powered analytics, agent assisted decisioning, and executive decision support.
• Establish BI documentation, metadata standards, and data quality signals that make CXO metrics understandable, discoverable, and ready for AI driven and self service consumption.
• Drive BI adoption and impact by partnering with CXO Program, Analytics, and Operations leaders to shape intake, prioritize high impact work, enable stakeholders, and reduce ad hoc reporting through scalable solutions.
• Serve as a trusted cross functional partner, aligning Analytics, Data Engineering, Finance, Workforce Management, and Operations around shared definitions, priorities, and outcomes.

Senior Business Intelligence Manager

Lead CLO Middle Office Reporting Analyst

• Conduct stakeholder interviews, workshops, and requirements gathering sessions to understand business reporting needs.
• Create Reports and Dashboards to support the needs of the PSS Operations Teams.
• Identify trends to gaps and improve productivity/operational efficiencies.
• Assist with data quality checking and clean up.
• Participate in the design, build, and implementation of any/all related CRM initiatives including writing user stories, participating in grooming sessions, sprint planning, and executing UAT scripts.
• Support PSS data management strategy in the design, integration, and migration activities.
• Develop deep knowledge of the patient journey, platforms, and systems used to support our patients and providers.
• Work with our internal and/or external teams to support and or troubleshoot issues as needed.

Real Time Reporting Analyst

• Assist with the annual audit process, including financial statement reviews, and work closely with fund auditors and service providers
• Perform a variety of daily/weekly/monthly centralized activities, such as regulatory filings, client reporting, and management reporting
• Assist with process improvement efforts by helping to identify, develop and implement enhancements
• Respond to internal and external inquiries on a broad array of topics
• Support projects associated with the funds, Wellington’s operational and systems infrastructure and service providers
• Contribute to enhancing internal controls and process documentation
• Develop relationships with Wellington’s centralized teams and external service providers
• Utilize IT skills and knowledge to identify and implement efficiencies where possible

Financial Reporting Analyst, US Funds

• Design, build, and maintain advanced Workday reports (composite, matrix, dashboards), including development of calculated fields to support complex reporting needs.
• Troubleshoot reporting issues, validate data accuracy, and continuously improve reports for usability, performance, and standardization.
• Support Workday HCM configuration, including business processes, data structures, and system enhancements.
• Partner with functional and technical teams on integrations, ensuring accurate data flow, validation, and issue resolution—particularly for Benefits and downstream systems.

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Senior Business Intelligence Manager

Lead CLO Middle Office Reporting Analyst

Real Time Reporting Analyst

Financial Reporting Analyst, US Funds

Senior Workday Reporting Analyst