Strategic Insights & Growth Associate

Referment; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Referment, in partnership with a global investment firm, is seeking an Associate or Senior Associate focused on commercial data insights within its strategy and business development function. The role translates complex data into actionable recommendations shaping client engagement and strategy.

You will analyze data across marketing, client engagement and communications, present findings to senior leaders, and collaborate with data and software teams to improve the information and systems

Qualifications

• Bachelor's degree required; 2–6 years in commercial insights or strategic analysis.
• Direct experience in a global investment firm or major financial institution is essential for this role.
• Strong commercial judgment, project management and data-visualisation skills.
• Advanced Excel and proficiency with Power BI or Tableau.
• Technical proficiency in Python and Prompt Engineering for automating research or reporting workflows.
• Experience with ESG or climate-related data analysis is highly regarded.
• Clear written and verbal communication; CRM or engagement-data experience is useful.

Responsibilities

• Collect, analyse and interpret data affecting marketing, client engagement, retention, product development and communications.
• Turn analysis into clear strategic recommendations for senior leadership.
• Partner with stakeholders to define business intelligence requirements and implement recommendations.
• Work with international data and engineering teams to improve analytical datasets and relevant business systems.
• Support better use of relationship management, communications, transaction and client-experience data.

Skills

Data analysis

Strategic analysis

Stakeholder management

Data visualization

Communication

Education

Bachelor's degree

Tools

Power BI

Tableau

Excel

Python

Job description

Referment, in partnership with a global investment firm, is seeking an Associate or Senior Associate focused on commercial data insights within its strategy and business development function. The role translates complex data into actionable recommendations shaping client engagement and strategy.

You will analyze data across marketing, client engagement and communications, present findings to senior leaders, and collaborate with data and software teams to improve the information and systems