Strategy & Analytics Associate – Asset Management

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

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.