Analyst, Data

About Willow Wealth

Willow Wealth is the leading private markets investment platform. We believe that private market investment products should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.

All Willow Wealth offices follow a hybrid work model.

About the Role

As a Data Analyst on the Data team, you’ll be at the forefront of shaping our understanding of customer behavior, marketing and sales performance, and overall funnel efficiency. You will partner closely with Growth Marketing and Product teams to translate business questions into clear, actionable insights that drive acquisition, onboarding, and revenue outcomes.

Key Responsibilities

• Build and maintain Looker dashboards, reports, and reliable self-serve reporting to track KPIs across customer acquisition, user journey, and sales, enabling data-driven decision-making
• Use SQL and dbt for data modeling and data management, pulling and modeling data via APIs and S3 buckets into the data warehouse to create well-documented, scalable, and reusable datasets
• Partner with data engineers and data scientists to ensure data is accessible, accurate, and high quality, while upholding data integrity, accuracy, and governance across analytics pipelines
• Conduct discovery and deep-dive analyses across the acquisition funnel, onboarding journey, and sales pipeline; translate business questions into structured analysis plans and clear metrics
• Collaborate with media managers and product marketing to define and measure success for campaigns, experiments, and product initiatives, and to push data into platforms such as Salesforce, Braze, and Intercom for targeting, segmentation, and personalization
• Communicate findings, trends, and recommendations clearly to both technical and non-technical audiences, and continuously improve analysis processes, methodologies, and documentation

Qualifications

• Bachelor’s degree in a quantitative field (e.g., Data Science, Business Analytics, Data Analytics, Statistics, Economics, Computer Science, Mathematics) or equivalent practical experience
• 1–3 years of experience in a data or marketing analytics role (internships/co-ops included), ideally in fintech, marketing, or financial services
• Strong proficiency in SQL and experience working with relational databases (e.g., Snowflake, MySQL, BigQuery)
• Experience with data visualization and business intelligence tools (e.g., Looker, Power BI, or similar) to build clear, actionable dashboards and reports
• Hands-on experience with Python for data analysis, and strong analytical and problem-solving skills with high attention to detail
• Ability to communicate complex data insights clearly to both technical and non-technical stakeholders, and to translate business questions into structured analysis plans and metrics
• Strong business acumen and the ability to translate business questions into structured data analysis plans.

Preferred Qualifications

• Experience with modern data tooling such as dbt, data pipelines (including via APIs), and orchestration tools (e.g., Dagster, Airflow)
• Experience with A/B testing, experimental design, and campaign measurement
• Familiarity with machine learning techniques and predictive analytics

What's in it for you:

Competitive compensation packages, including equity

Health, dental & vision coverage with FSA/HSA options

Unlimited PTO

401k Match

Commuter benefit

Life insurance

This is a New York-based role. The base salary range for this position is USD 90,000 to 110,000 annually, depending on experience and qualifications. This role is eligible for equity compensation as part of the total compensation package.