Strategy and Business Development Associate – Commercial Data Insights (550753E)

Referment; New York (NY); On-site; USD 95,000 - 130,000; Full time

Job summary

Referment seeks an Associate or Senior Associate to drive commercial data insights within its strategy and business development function. You will translate complex data into actionable recommendations shaping client engagement, product thinking and business strategy.

You will collaborate with investor relations, data and software teams, defining BI needs and presenting conclusions to senior leaders while supporting data-driven decisions across global teams.

Qualifications

• Bachelor's degree and 2–6 years of experience in commercial insights or strategic analysis.
• Direct experience in a global investment firm or major financial institution is essential.
• Advanced Excel and data-visualisation skills; 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.

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

Commercial judgment

Stakeholder partnership

Project management

Data visualization

Verbal communication

Written communication

Education

Bachelor's degree

Tools

Power BI

Tableau

Excel

Python

Job description

Referment is working with a global investment firm to hire an Associate or Senior Associate focused on commercial data insights within its strategy and business development function. The role works closely with investor relations and external communications, translating complex data into recommendations that shape client engagement, product thinking and business strategy.

You will combine hands-on analysis with stakeholder partnership. The work covers defining business intelligence needs, presenting conclusions to senior leaders, and collaborating with data and software teams to improve the information and systems behind commercial decisions.

The Role

• 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.

What We're Looking For

• A bachelor's degree and between 2 to 6 years of post-graduate experience in commercial insights or strategic analysis.
• Direct experience working within a global investment firm or a major financial institution is essential for this role.
• Strong commercial judgment, project management and data-visualisation skills.
• Advanced Excel and proficiency with tools such as Power BI or Tableau.
• Technical proficiency in Python and Prompt Engineering, specifically applied to automating research or reporting workflows.
• Experience with ESG (Environmental, Social, and Governance) or climate-related data analysis is highly regarded.
• Clear written and verbal communication; CRM or engagement-data experience is useful.

This role is ideal for a commercial insights analyst, strategy analyst or analytically strong client-development professional at the Associate level who enjoys carrying recommendations through to implementation.

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