Business Strategy and Analytics (Asset Management) in Mundelein

Energy Jobline ZR; Mundelein (IL); On-site; USD 85,000 - 130,000; Full time

Job summary

Energy Jobline ZR is seeking a Strategy & Analytics Associate to support the Business Development team in the Chicago area. The role focuses on strategic planning, data-driven insights, and execution to drive growth and deepen client engagement.

You will partner with senior leaders to forecast demand, evaluate partnerships, and monitor KPIs while coordinating cross-functional initiatives across institutional and wealth management segments.

Qualifications

• 3–5 years of strategy development experience in asset/wealth management or consulting.
• Strong quantitative skills and experience handling large datasets.
• Excellent communication and stakeholder management abilities.

Responsibilities

• Partner with leadership to define strategic goals and growth opportunities.
• Develop and analyze models for demand forecasting and client pipeline evaluation.
• Assess potential ventures, partnerships, and investment possibilities.
• Monitor KPIs and recommend improvements across the organization.
• Collaborate with sales to analyze client pipeline metrics and trends.
• Prepare materials for leadership meetings and strategic updates.
• Contribute to cross-functional projects across institutional wealth channels.

Skills

Strategy development

Quantitative analysis

Project management

Cross-functional collaboration

Communication

Independent work

Education

Bachelor's degree in a relevant field

Tools

Excel

PowerPoint

Salesforce (CRM)

Job description

Job Description

Join a leading global investment management firm and contribute to the strategic growth of a recognized industry pioneer in systematic investing. If you’re passionate about innovative strategies, data-driven insights, and collaborating with talented professionals in a forward-thinking environment, this opportunity allows you to make a significant impact.

Position Overview

As a Strategy & Analytics Associate within the Business Development team, you will work closely with senior leadership to generate insights that drive business expansion and enhance client engagement. Your role combines strategic planning, data analysis, and execution, enabling the firm to maintain a competitive edge while offering valuable hands-on experience in a research-focused setting.

Key Responsibilities

• Partner with leadership to define key strategic goals and identify new growth opportunities.
• Develop and analyze models to support demand forecasting, client pipeline evaluation, and financial planning.
• Assess potential business ventures, including partnerships and investment possibilities.
• Monitor organizational performance through established KPIs and recommend improvements.
• Identify critical areas requiring leadership attention and provide clear, actionable insights.
• Collaborate with sales teams to analyze client pipeline metrics, trends, and emerging prospects.
• Conduct market and competitor analyses to inform strategic decision-making.
• Prepare presentations and materials for leadership meetings and strategic updates.
• Contribute to special projects across various channels, including institutional and international wealth management segments.

Required Skills & Experience

• 3 to 5 years of experience in strategy development within asset management, wealth management, consulting (Big 4 or strategy firms), or related sectors.
• Strong quantitative abilities with experience managing extensive datasets.
• Proficiency in Excel, PowerPoint; familiarity with CRM tools such as Salesforce is advantageous.
• Proven project management skills with meticulous attention to detail.
• Excellent communication skills with the ability to foster relationships across teams.
• Self-motivated, able to operate independently, and capable of managing multiple priorities effectively.