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Regional Vice President - Independent SE - IL (Central)
Nashville, Tennessee, United States · Remote OK
Senior$2.7B raised
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Private Investment Operations Portfolio Analyst, Bank Loans
Chicago, Illinois, United States · On-site
$75k–$90k/yr
Mid level$2.7B raised
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Full-time
bachelor degree
Competitive Pay, Bonuses, Comprehensive Health Insurance, Matching 401(k) Retirement Plan, Adoption Assistance, Education Matching Gift Program
Posted 24d ago
~40 hrs/week
Responsibilities
The analyst provides quantitative and qualitative reporting and data visualization to identify business opportunities and track performance across multiple departments. They collaborate closely with sales teams to optimize territory efforts and maintain databases for standard and ad hoc reporting.
Requirements
A Bachelor's degree or equivalent experience is required, along with at least one year of experience in data analytics, business intelligence, or the financial services industry. Proficiency in Microsoft Excel and data visualization tools like Tableau or Power BI is highly preferred.
Full job description
If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
The Business Intelligence & Insights Analyst is responsible for providing quantitative and qualitative reporting, data visualization, and analysis on internal and external business and industry metrics. The Analyst creates and analyzes reports, highlighting performance and opportunity to/for multiple departments. This individual works closely with Sales teams to identify sales opportunities and optimize efforts for the entire Distribution company throughout the sales process.
Essential Responsibilities
Analyzes disparate and complex data and creates custom reports to identify industry opportunity, create advisor segmentation models, assist with territory optimization, and track wholesaler activity on behalf of sales management.
Drives holistic measurement, reporting, and insights across sales, marketing and product solutions.
Ensures data and reporting is accurate and updated in a timely manner.
Conducts territory research utilizing internal and external data sources to determine potential sales opportunities.
Works closely with various departments to create custom reports to track internal activity, identify best practices, and provide recommendations based on findings.
Develops and maintains databases utilized to produce standard sales and ad hoc reports across the organization.
Distributes detailed reports and findings to a variety of stakeholders, providing clear and concise summary analysis.
Assists in the creation of presentations for management regarding sales trends, activity efforts, and future initiatives.
Analyzes geographic and specific product sales potential of territories and regions.
Works collaboratively with other analysts in gathering and analyzing complex data and providing solutions and insights.
Other Duties
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
Advanced excel skills required with a knowledge of and ability to use the entire Microsoft suite as well as data visualization tools such as Tableau and Power BI.
Ability to effectively consult with all levels of Distribution stakeholders.
Must be a detail-oriented and well-organized with the ability to work both individually and in a team environment.
Strong understanding of CRM functionality and utilization, including business processes, data, and reporting tools. .
Ability to adhere to data governance standards set by the organization and work with confidential information.
Ability to analyze 1st, 2nd, and 3rd party research.
Strong written and verbal communication with an ability to explain complex data and reporting to all members of the organization.
Ability to prioritize projects, handle multiple tasks, meet deadlines and work under pressure.
Strong problem-solving skills with the ability to analyze data and deliver solutions.
Proficient in leveraging and creating spreadsheets for modeling and analyzing business and sales trends.
Qualifications
Bachelor's Degree or equivalent experience required.
1+ years of data analytics, business intelligence, or financial services industry experience required.
Experience with Tableau or Power BI and similar tools preferred.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
PPM America, Inc. (PPM) is a client-focused investment manager. PPM has the experience and resources to provide our clients with investment solutions across markets, including fixed income, private equity and commercial real estate. However, like a smaller shop, PPM remains nimble, investment-led and responsive to the opportunities that our teams discover together. Our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting investors’ unique investment objectives. In addition, PPM employees are committed to building our community and supporting local nonprofits that strengthen families and increase economic opportunities.
Important disclosures:
As a general policy, PPM does not respond to posts or inquiries made through any social media platform. You may contact PPM at [email protected].
PPM disclosures: https://www.ppmamerica.com/social
Offices: 225 West Wacker Drive, Suite 1200, Chicago, Illinois 60606, US
PPM America, Inc. (PPM) is a client-focused investment manager. PPM has the experience and resources to provide our clients with investment solutions across markets, including fixed income, private equity and commercial real estate. However, like a smaller shop, PPM remains nimble, investment-led and responsive to the opportunities that our teams discover together. Our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting investors’ unique investment objectives. In addition, PPM employees are committed to building our community and supporting local nonprofits that strengthen families and increase economic opportunities.
Important disclosures:
As a general policy, PPM does not respond to posts or inquiries made through any social media platform. You may contact PPM at [email protected].
PPM disclosures: https://www.ppmamerica.com/social
Offices: 225 West Wacker Drive, Suite 1200, Chicago, Illinois 60606, US