Top Analysis Reporting Jobs in NYC, NY

Prepare and maintain portfolio and fund-level performance reporting and risk metrics for liquid credit strategies. Produce monthly/quarterly/ad hoc client reports, respond to investor data requests, ensure data and process integrity, and coordinate with valuation, fund accounting, investor relations, compliance, and PMs. Support operational due diligence and new product servicing.

Lead quantitative consumer research on dating, identity, and connection, designing engaging surveys, analyzing emerging findings, and translating data into compelling stories for Communications and Product Marketing. Manage global and cross-cultural research initiatives, including reports, market stories, and product marketing studies. Partner strategically with marketing teams, develop research roadmaps, experiment with quantitative storytelling methods, and direct external research agencies.

Analyzes product, visitor, subscriber, acquisition, engagement, and retention data across Morningstar’s investor products. Builds KPI dashboards, automated reporting, forecasting and financial models, cohort and lifetime-value analyses, and SQL-based data pipelines. Partners with engineering and data teams to improve tracking, data infrastructure, and reporting accuracy. Uses insights to optimize pricing, marketing spend, customer acquisition, product engagement, and retention strategies.

Develops Power BI dashboards, leads data migration to a new fundraising and ERP system, validates and reconciles data, gathers reporting requirements, builds Power Automate workflows, documents processes, supports staff, and coordinates third-party data integrations. The role requires strong analytics, business intelligence, SQL, data modeling, reporting, and stakeholder communication skills, with approximately five years of experience.

Leads CRM reporting automation, analytics dashboards, KPI governance, data-quality improvement, and repeatable workflows using Python or VBA and advanced Excel. Creates executive-ready PowerPoint presentations that translate data into actionable narratives. Project-manages CRM initiatives, business reviews, process improvements, and technology rollouts while coordinating stakeholders, maintaining governance artifacts, and mitigating reporting and operational risks.

Supports enterprise data management and reporting for an investment management SaaS platform. Responsibilities include maintaining investment datasets, preparing reports and dashboards, performing data quality checks, documenting data governance standards, supporting ad hoc analytics, and archiving reports for compliance. The intern collaborates across teams and gains experience in financial data, investment analytics, and enterprise data governance.

Leads complex, ambiguous research and analysis using marketplace data to uncover consumer intent, behavioral trends, advertiser and publisher insights, competitive intelligence, and market dynamics. Develops executive-ready narratives, visualizations, reports, and thought leadership; influences senior stakeholders and mentors analysts on analytical framing, synthesis, and storytelling.

Conduct research and analytics for Finance and Travel audiences using first-party, syndicated, quantitative, qualitative, and secondary data. Synthesize large datasets into insights supporting advertising partnerships, campaigns, RFPs, and ad hoc requests. Advise Marketing, Editorial, and Sales teams on audience growth and brand strategy, design consumer research studies, create data-driven stories, and present findings to technical and non-technical audiences.

Own end-to-end client reporting and analysis, including scoping, delivery, automated report development, and deep-dive investigations. Partner with client-facing teams to answer complex healthcare questions, improve report efficiency and accuracy, develop scalable reporting automation with data engineering, and establish best practices for visualization, documentation, metrics, and stakeholder communication.

Support GTM compensation lifecycle, quota/target setting, and performance analytics. Reconcile commission data across systems, build reporting, model scenarios, and deliver decision-ready insights to RevOps and GTM leaders.