Data Reporting & Insights Analyst

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Candidates should possess 3-5 years of experience in data analytics, business intelligence, or a similar function, preferably in financial services or asset management. Strong expertise in Power BI or Tableau, data modeling, and report publishing is required, along with proficiency in SQL for data extraction, transformation, and automation. Experience working with CRM systems and understanding of sales and marketing processes is also necessary.

Responsibilities

The Data Reporting & Insights Analyst will design, build, and maintain interactive dashboards using Power BI to visualize KPIs, trends, and business opportunities, partnering with Sales and Marketing stakeholders to define reporting needs and build robust KPI tracking. They will ensure timely and accurate entry of trade data into the internal CRM to support sales credit and compensation processes, and serve as a data translator between technical systems and business teams.

Skills

Data Visualization

Power BI

Tableau

SQL

Data Modeling

Report Publishing

Data Extraction

Data Transformation

Automation

CRM Systems

Salesforce

Trade Data

Business Intelligence

KPI Tracking

Data Engineering

Communication

Presentation Skills

WisdomTree

Offers exchange-traded products and investment solutions

About WisdomTree

WisdomTree specializes in creating and managing exchange-traded products (ETPs), including exchange-traded funds (ETFs), which are traded on stock exchanges like stocks. Their products cater to both individual investors and financial professionals. WisdomTree uses blockchain technology to improve transparency and accessibility in financial transactions, ensuring secure and clear operations. The company generates revenue through management fees charged for the professional management of these investment funds. WisdomTree aims to empower its clients by providing them with the necessary tools and knowledge to make informed investment decisions. Their focus on blockchain integration and a diverse range of investment solutions sets them apart from competitors in the financial sector.

New York City, New YorkHeadquarters

1985Year Founded

$126.4MTotal Funding

IPOCompany Stage

Consulting, Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Flexible Work Hours

Remote Work Options

Performance Bonus

Risks

Increased competition in the XRP ETF market from companies like Bitwise and 21Shares.

Potential regulatory challenges in the U.S. for launching XRP ETFs due to uncertain SEC stance.

Volatility of XRP prices could impact the performance of WisdomTree's XRP ETPs.

Differentiation

WisdomTree leverages blockchain to enhance transparency and user experience in financial products.

The company offers a diverse range of ETPs, including innovative XRP-based products.

WisdomTree's blockchain-native digital wallet, WisdomTree Prime, sets it apart in digital finance.

Upsides

Tokenization of real-world assets aligns with WisdomTree's blockchain focus, opening new product avenues.

Growing demand for seamless crypto management supports WisdomTree's blockchain-native wallet strategy.

Interest in XRP products suggests strong market potential for WisdomTree's XRP-based ETPs.

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