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Willow Wealth · 7 hours ago

Analyst, Data

New York, NY

Full-time

Hybrid

Entry Level

$90K/yr - $110K/yr

1+ years exp

Willow Wealth is the leading private markets investment platform focused on providing access to diverse investment opportunities. As a Data Analyst, you will shape the understanding of customer behavior and marketing performance, collaborating with teams to translate business questions into actionable insights that drive growth and revenue outcomes.

FinanceFinancial ServicesFinTechWealth Management

Responsibilities

Build and maintain Looker dashboards, reports, and reliable self-serve reporting to track KPIs across customer acquisition, user journey, and sales, enabling data-driven decision-making

Use SQL and dbt for data modeling and data management, pulling and modeling data via APIs and S3 buckets into the data warehouse to create well-documented, scalable, and reusable datasets

Partner with data engineers and data scientists to ensure data is accessible, accurate, and high quality, while upholding data integrity, accuracy, and governance across analytics pipelines

Conduct discovery and deep-dive analyses across the acquisition funnel, onboarding journey, and sales pipeline; translate business questions into structured analysis plans and clear metrics

Collaborate with media managers and product marketing to define and measure success for campaigns, experiments, and product initiatives, and to push data into platforms such as Salesforce, Braze, and Intercom for targeting, segmentation, and personalization

Communicate findings, trends, and recommendations clearly to both technical and non-technical audiences, and continuously improve analysis processes, methodologies, and documentation

Qualification

SQLData visualizationPythonLookerData analysisBusiness acumenCommunication skillsProblem-solvingAttention to detail

Required

Bachelor's degree in a quantitative field (e.g., Data Science, Business Analytics, Data Analytics, Statistics, Economics, Computer Science, Mathematics) or equivalent practical experience

1–3 years of experience in a data or marketing analytics role (internships/co-ops included), ideally in fintech, marketing, or financial services

Strong proficiency in SQL and experience working with relational databases (e.g., Snowflake, MySQL, BigQuery)

Experience with data visualization and business intelligence tools (e.g., Looker, Power BI, or similar) to build clear, actionable dashboards and reports

Hands-on experience with Python for data analysis, and strong analytical and problem-solving skills with high attention to detail

Ability to communicate complex data insights clearly to both technical and non-technical stakeholders, and to translate business questions into structured analysis plans and metrics

Strong business acumen and the ability to translate business questions into structured data analysis plans