Business/ Data Analyst - AUM

We are seeking a hybrid Business/Data Analyst to support a portfolio of initiatives across a Financial Firm's Sales Data Management and AUM Reporting Team. This role requires 2-days onsite in NYC and is contract initiative.

Client Details

This organization is a well-established and respected entity in the business services industry. As a mid-sized company, they are focused on leveraging technology to drive operational efficiency and provide exceptional service to their clients.

Description

• Partner with cross-functional stakeholders to support initiatives related to Sales and AUM data, reporting, and operational workflows
• Analyze current-state processes and reporting to identify gaps, risks, and opportunities for improvement, and help define future-state solutions
• Work closely with development teams to refine requirements, support backlog creation, and drive execution from discovery through implementation
• Create high-quality presentations, stakeholder updates, and project documentation, while keeping teams aligned on progress, risks, and key decisions

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Profile

• Proven experience partnering with business and technology stakeholders on data, reporting, or analytics initiatives, ideally across Sales and AUM domains
• Strong requirements gathering and analysis skills, including leading discovery sessions and documenting processes, data flows, and dependencies
• Ability to translate business needs into clear, actionable artefacts such as user stories, process flows, data requirements, and functional documentation
• Experience supporting delivery teams through development, testing, UAT, and implementation, with the ability to manage workstreams independently
• Technical Requirements: Strong SQL and Excel skills

Job Offer

• Opportunity to work with a mid-sized company in the business services industry.
• Chance to contribute to impactful technology and data-driven projects.
• Collaborative work environment that values innovation and efficiency.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.