Business Analyst

The Business Analyst for the LATAM & US Offshore team is primarily responsible for building reports, completing business analysis, and supporting client and back-office processes within the firm’s cross-border fund distribution businesses while supporting the sales teams in operational matters. This is a hybrid position and requires employees to be in the office 3 days a week. The position is located in our Boston, MA office.

What you will do:

Reporting & Analysis:

1. Prepare business reporting and analyses for Business Development Unit (BDU) team and senior management, focusing on sales results, revenues, productivity analysis, marketing activity metrics, and project tracking.
2. Assist in the preparation and analysis of the LATAM BDU’s sales forecast and corresponding analysis.
3. Support the Head of Business Enhancement and Operations with research on marketplace data intelligence and competitor reporting

Business Operations:

1. Collaborate with the Head of Business Enhancement and Operations in engaging with finance teams, compliance, and client servicing on client communications, 'Know Your Client' reviews, and rebate payments.
2. Partner with LATAM BDU Sales and Natixis’ fund operations teams to resolve operational issues that may arise involving client intermediaries and fund transfer agents/clearing platforms such as BBH, Caceis, Pershing, and NSCC/FundSERV and the intermediary client’s middle office departments.
3. Track projects and initiatives through completion, including progress and success measurements

Data Control and Process Improvement:

1. Establish data input standards and methodology, prepare documentation, provide training refreshers and monitor for accuracy.
2. Engage with key stakeholders to build and maintain reports and dashboards in Salesforce.
3. Serve as key point person and team advocate for questions and projects involving the Relationship Management tool (Salesforce).

What you will bring:

Required:

1. 1–3 years of experience in the financial services industry, with a strong understanding of client needs and business operations.
2. Strong analytical skills with the ability to interpret complex data sets and clearly communicate actionable insights and trends.
3. Exceptional organizational abilities paired with strong written and verbal communication skills.
4. Demonstrates a strong work ethic through dependability and initiative, consistently delivering high-quality work with attention to detail.
5. Self-motivated and resourceful, with a proven ability to work independently and manage competing priorities.
6. Actively pursues professional growth by taking on new challenges and contributing beyond core responsibilities.
7. Proficient in Microsoft PowerPoint and Excel for reporting, presentations, and data visualization.
8. Experience with Relationship Management tools (Salesforce, Seibel, etc)

Desired:

1. Knowledge of mutual funds, share classes, (especially UCITs and SICAVs)
2. Experience with Latin American markets
3. Conversational or working knowledge of Spanish

Who we are:

We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.

For insight on working at Natixis, visit: https://www.im.natixis.com/us/working-at-natixis 

#NatixisIMCulture

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.

*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.

Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.