Lead Analyst - Asset Management

Organization:- specialist firm providing unique data-driven business intelligence

Role: Lead Analyst, Asset Management Analytics & Strategy

Exp - 4+ years post PG

We are hiring a Lead Analyst to support a growing Asset & Wealth Management analytics practice focused on delivering strategic insights, benchmarking, market sizing, simulation modeling, and diagnostic frameworks for global clients.

The role requires a blend of:

• Asset / Wealth Management domain expertise

• Strong analytical and quantitative problem-solving skills

• Client-facing consulting capability

• Advanced Excel and data analysis experience

The candidate will work closely with global teams and senior stakeholders to:

• Analyze large qualitative and quantitative datasets

• Build and enhance proprietary benchmarking and market models

• Deliver strategic insights for Asset Management clients

• Support client discussions and executive presentations

• Drive customized analytics and business recommendations

Ideal candidates will come from Asset Management firms, consulting firms, financial research/data firms, or analytics teams within financial institutions.

Preferred experience:

• 4 to 6 years in Asset / Wealth Management, financial analytics, strategy, benchmarking, or consulting

• Strong understanding of investment products, AUM analytics, and market intelligence

• Expertise in Excel and PowerPoint

• Exposure to SQL, Tableau, Power BI, Python, VBA, Alteryx, or financial databases such as Bloomberg, Morningstar, FactSet, Thomson Reuters, SNL, etc.

Key success traits:

• Structured problem-solving

• Strong communication and storytelling

• Client management exposure

• Ownership mindset

• Ability to work independently in fast-paced environments