Retirement Product Analyst

Job Summary

A company is looking for an Analyst, Retirement Partners Product & Communications Analyst.

Key Responsibilities

• Assist with the design and execution of key sales initiatives to achieve successful outcomes
• Analyze data to identify opportunities and deliver actionable insights to drive growth
• Prepare presentations and business reporting for executives and department initiatives

Required Qualifications

• BA/BS degree in Finance, Business, Computer Science, Data Science, Economics, or a related discipline
• 2+ years of finance/analytics related experience
• Excel expertise
• Proficiency with Salesforce CRM