Strategy & Commercial Data Insights Associate

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

Job summary

Referment is hiring an Associate or Senior Associate to translate commercial data into actionable insights that shape client engagement, product thinking and business strategy. The role blends hands-on analytics with stakeholder partnership, defining BI needs and presenting conclusions to senior leaders.

You will collaborate with international data and software teams to improve datasets and systems behind commercial decisions, supporting CRM, engagement data and client experience initiatives in

Qualifications

• 2–6 years of post-graduate experience in commercial insights or strategic analysis.
• Direct experience in a global investment firm or major financial institution is essential.
• 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.

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

Project management

Data visualization

Advanced Excel

Education

Bachelor's degree in a relevant field

Tools

Power BI

Tableau

Python

CRM systems

Job description

Referment is hiring an Associate or Senior Associate to translate commercial data into actionable insights that shape client engagement, product thinking and business strategy. The role blends hands-on analytics with stakeholder partnership, defining BI needs and presenting conclusions to senior leaders.

You will collaborate with international data and software teams to improve datasets and systems behind commercial decisions, supporting CRM, engagement data and client experience initiatives in