Institutional Business Analyst

Institutional and International Wealth Management New York, New York

First Eagle Investment Management is an independent, privately-owned investment management firm headquartered in New York with approximately $109 billion* in assets under management. Dedicated to providing prudent stewardship of client assets, the firm focuses on active, fundamental and benchmark-agnostic investing, with a strong emphasis on downside protection. Over a long history dating back to 1864, First Eagle has helped its clients avoid permanent impairment of capital and earn attractive returns through widely varied economic cycles—a tradition that is central to its mission today. The firm’s investment capabilities include equity, fixed income, alternative credit, and multi-asset strategies.

*As of March 31, 2021

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

Primary Responsibilities:

  • 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


  • Undergraduate degree with 5+ years of hands-on experience in business intelligence, reporting and analytics
  • Demonstrated hands-on experience with Tableau Desktop & Server and
  • Prior experience with an asset management firm or other financial services institution
  • Experience 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
  • Ability to translate requirements into sustainable and efficient visualizations and reporting
  • 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
  • Strong sense of personal accountability and a work ethic to do what it takes to get the job done
  • Can do attitude and self-driven individual

 The duties and responsibilities described herein are not a comprehensive list.   Additional tasks may be assigned to the employee and the scope of the job may change as necessitated by business demands.

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, genetic information or characteristics (or those of a family member) or any other basis protected by applicable federal, state or local law.