Institutional Analytics Specialist

Institutional and International Wealth Solutions New York, New York

What we do:

First Eagle is an independent, privately owned investment management firm headquartered in New York with approximately $124 billion in assets under management (as of December 31, 2022). Throughout a heritage that dates to 1864, the firm has sought to generate attractive real returns for our clients over the long term. This tradition remains central to our mission today, guided by a set of core investment tenets that sustains our culture while also allowing philosophical autonomy among our talented portfolio management teams. First Eagle’s range of actively managed equity and equity-oriented, public and private credit, multi-asset and alternative strategies reflect our dedication to disciplined and unconventional thinking, a global perspective and the long-term alignment of interests.


What drives us:

At First Eagle, clients come first, always. To deliver on this commitment, we nurture an environment that attracts, develops, and retains a talented, inclusive workforce. We also aim to inspire each of our employees to do their life’s best work with us and for our clients. We have built a culture that promotes equity, diversity, and respect, and holds every member of the organization to the highest standards of integrity and accountability.

Who we are looking for:

First Eagle is seeking a highly motivated individual to fill the position of an Analytics Specialist / Business Analyst on the Institutional team. The candidate must develop solid working relationships with internal clients to provide a high level of support. 


What you will do:

  • Develop KPIs, tools, and dashboards to facilitate business processes and increase productivity
  • Gather, organize, and synthesize data to support strategy formulation and business planning
  • Create reports for users and perform data analysis to ensure data can meet those needs; translate underlying data into interactive Tableau visualizations/dashboards
  • Establish a self-service reporting community by collaborating with users to understand their reporting needs and guide them on how they can best leverage the reports
  • Understand and translate business requirements into sustainable and efficient use of the CRM by its user base to leverage as a valuable sales tool
  • Act as liaison between the users of the CRM system and the technology team
  • Partner with the CRM consulting firm on various development and data integration projects
  • Ensure data quality issues are analyzed as part of a governance process and recognize the importance and benefits of good data quality
  • Enhance the existing self-service CRM reporting community by collaborating with users to understand their reporting needs and guide them on how they can best leverage the reports
  • Evaluate CRM system upgrades and act as intermediary between existing and potential third-party vendors
  • Create management reports to be used in sales presentations with First Eagle Senior Management and the Board
  • Understand and translate business requirements into sustainable and efficient Tableau visualizations and reporting
  • Perform ongoing maintenance of transactional reporting and territory management systems
  • Perform ongoing administration, general support, and stewardship of the CRM system; includes data cleansing to ensure accuracy of records
  • Provide daily support to end users, including primary support of CRM group mailbox and issue resolution


The qualities you should have:

  • Undergraduate degree with 5+ years of hands-on experience in business intelligence, reporting and analytics. Prior experience with an asset management firm or other financial services institution.
  • Demonstrated hands-on experience with Tableau Desktop & Server and Salesforce.comExperience in designing visually appealing user interfaces with attention to performance and reusability is crucial.
  • Superior computer skills, particularly with Excel, Word and PowerPoint
  • Strong knowledge of database management concepts
  • Strong analytical skills to solve and model complex business requirements
  • Proven strategic thinker, problem solving, time management and organizational skills
  • Good communication, presentation and collaboration skills
  • Highly self-motivated and directed
  • Ability to manage multiple tasks and tight deadlines
  • A collegial and collaborative team player capable of partnering both internally and externally
  • Can do attitude with a strong sense of personal accountability


Base Salary range: $110,000 to $150,000. In addition, this role is eligible for an annual incentive bonus. Compensation may vary based upon, but not limited to – the individual's skills, experience, qualifications, and internal equity. 


We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, “dress for the day” flexible work attire, and many more great benefits.


First Eagle Investment Management, LLC (FEIM) is an Affirmative Action and Equal Opportunity Employer.  Equal Employment Opportunity has been, and will continue to be, a fundamental principle at FEIM, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.