Location
Charlotte, NC, United States
Posted
July 18, 2026
Job Description
**What You'll Do**
As an Institutional Asset Management Analyst, you'll partner with the Head of U.S. & Canada Institutional and Global Consultant Relations and U.S. Institutional Sales leadership to drive business growth through data-driven insights, pipeline analysis, and client intelligence efforts. This role will use Salesforce, performance dashboards, and AI-enabled resources to strengthen decision-making, increase commercial efficiency, and support key growth initiatives across institutional channels.
You'll also lead the planning and management of conferences, sponsorships, and client events that increase client engagement and market visibility. The ideal candidate is analytical, organized, proactive, and comfortable working with senior leaders in a fast-paced, evolving environment.
**Key responsibilities**
+ Drive Sales Acceleration & Pipeline Analytics – Analyze pipeline activity, forecasts, and opportunity trends to support revenue growth a...
As an Institutional Asset Management Analyst, you'll partner with the Head of U.S. & Canada Institutional and Global Consultant Relations and U.S. Institutional Sales leadership to drive business growth through data-driven insights, pipeline analysis, and client intelligence efforts. This role will use Salesforce, performance dashboards, and AI-enabled resources to strengthen decision-making, increase commercial efficiency, and support key growth initiatives across institutional channels.
You'll also lead the planning and management of conferences, sponsorships, and client events that increase client engagement and market visibility. The ideal candidate is analytical, organized, proactive, and comfortable working with senior leaders in a fast-paced, evolving environment.
**Key responsibilities**
+ Drive Sales Acceleration & Pipeline Analytics – Analyze pipeline activity, forecasts, and opportunity trends to support revenue growth a...