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A growing asset management organization is seeking a Strategy Analyst to support high-level distribution planning and strategic decision-making efforts. This role combines financial analysis, presentation development, industry research, and cross-functional collaboration to inform partnerships and optimize the firm's distribution strategy.

This is an excellent opportunity for a motivated individual who enjoys a blend of analytics, communication, and strategic work in a fast-paced, highly visible environment.

What You'll Do:

• Develop dynamic financial models to assess partnership economics and support client-servicing fee negotiations.

• Collaborate closely with distribution and finance teams to evaluate proposals and provide financial insights that shape the company's growth strategy.

• Manage and support cross-functional committee processes, including preparation of agendas, financial evaluations, summaries, and stakeholder communications.

• Build polished presentation materials for leadership, external stakeholders, and board-level meetings using data storytelling and visual tools.

• Conduct in-depth research on the investment management landscape to identify competitive trends, evolving client needs, and industry shifts.

• Evaluate market developments and translate insights into strategic recommendations.

• Handle special initiatives across departments, providing tactical support on evolving priorities.

What You'll Bring:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• 3+ years of experience in financial analysis, strategic planning, or distribution-focused roles in the investment or financial services sector.

• Strong Excel capabilities-confident with advanced formulas, pivot tables, and flexible modeling techniques.

• Experience creating professional presentations for leadership audiences; comfort with tools like PowerPoint and graphics software (Mekko Graphics is a plus).

• Exceptional attention to detail and strong organizational skills.

• Ability to coordinate across multiple departments and ensure accurate, timely deliverables.

• Strong written and verbal communication skills; ability to clearly summarize findings and explain insights.

• Collaborative mindset with a proactive attitude toward managing projects and solving problems.

Why You'll Want This Role:

• High-impact exposure across strategy, distribution, and executive teams.

• Access to growth opportunities within a well-established and evolving financial institution.

• Competitive compensation and bonus eligibility.

• Supportive hybrid work environment with a balance of autonomy and team collaboration.

Ready to bring strategic thinking and data-driven insight to a role that influences key decisions at a leading financial firm? Apply now to take the next step in your finance career.

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