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ISG Specialist Business Support Senior Analyst

Pennington, New Jersey;

Job Description:

Job Description

The Investment Solutions Group (ISG) Specialists provide advisors and clients with support around a wide range of products and solutions for both brokerage and fee-based accounts. The Business Support Sr Analysts will be part of the COO group that supports business management and reporting routines, as well as strategic initiatives across the Specialist teams.

  • The role will help support the team’s data infrastructure maintenance and ongoing development, as well as support reporting routines across the teams.
  • The role will also help support various business enablement and governance functions for the ISG Specialist Group
  • Responsibilities include:
    • Support business reporting routines across the Specialist teams, as well as help design, develop, and implement reporting for new sales initiatives and campaigns.
    • Write queries and pull data to support reporting workflows and ad hoc requests from Specialist teams.
    • Create informative and interactive data visualizations to communicate complex data-driven insights to non-technical stakeholders.
    • Help prepare ad hoc reporting to senior leadership around team activities and impact around sales initiatives and campaigns.
    • Support various business enablement and governance routines across the teams.

Qualifications/Desired Skills:

  • Candidate should be an experienced, enthusiastic, self-motivated professional with a bachelors degree and minimum of 4-6 years of experience in the financial services industry providing data and reporting solutions.
  • High performer in a fast paced environment with attention to detail and ability to manage and prioritize multiple responsibilities.
  • Self-starter that is able to work independently and collaborate across teams with all appropriate stakeholders.
  • Ability to design, create and manage database schemas that integrate various data sources and systems to ensure efficient data storage and seamless integration with user-facing applications.
  • Ability to work with large datasets to synthesize, analyze, and form insights on business results as well as identify opportunities.
  • Extensive experience coding in SQL. Additional experience in Python and/or R, along with running SQLs across multiple RDBMS technologies (SQL Server, Oracle, Hadoop, DB2) a plus but not required.
  • Experience with data mining, aggregation, analysis and visualization tools such as Alteryx & Tableau.
  • Experience in Salesforce Lightning & CRM Analytics (Design & Administration) would be a plus.
  • Exposure to any machine learning / predictive AI technologies would be a plus.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time

New York pay and benefits information

New York pay range:

$85,500 - $139,700 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.