Business Intelligence Consultant

Senior BI Consultant (Tableau / Alteryx / SQL – Asset Management) Role Details • Location: NYC (onsite/hybrid expected) • Work Model: W2 Contract • Duration: Long-term (extension likely) • Interview: Video + Final client round • Client Domain: Asset Management Senior BI Consultant (Tableau / Alteryx / SQL – Asset Management) If you’ve built Tableau dashboards that sales teams actually use—and you know how to turn messy financial data into something actionable—this will feel familiar. This is not a reporting role. You’ll be working directly with business stakeholders, shaping how data drives revenue decisions. Who this role is for • BI professionals who work hands-on with Tableau + Alteryx + SQL • People who’ve supported sales, client coverage, or CRM analytics teams • Candidates comfortable owning data → insight → visualization end-to-end • Those who’ve worked in asset management or broader financial services Role Snapshot • Work directly with sales, client coverage, and analytics teams • Turn large, multi-source data into actionable insights • Build dashboards that influence sales strategy and performance • Own analytics lifecycle—from data intake to user adoption Environment • Buy-side / Asset Management • High-accountability, fast-moving business analytics team • Strong interaction with revenue-facing stakeholders What this role actually owns day-to-day • Sitting with business teams to understand how they measure performance • Pulling and shaping data from multiple internal/external sources • Building Tableau dashboards used by sales and leadership • Using Alteryx to prep, blend, and automate data workflows • Iterating on new datasets to uncover patterns that impact sales outcomes • Translating complex analysis into something non-technical stakeholders use Key Responsibilities • Partner with sales, CRM, and analytics teams to define reporting needs • Build and maintain Tableau dashboards used for business decision-making • Use Alteryx to clean, transform, and integrate large datasets • Write SQL queries to extract and structure data across systems • Analyze structured and unstructured data to identify trends and opportunities • Evaluate new data sources and integrate them into reporting workflows • Drive adoption of BI tools—training users and refining dashboards based on feedback • Apply analytical thinking to answer real business questions tied to revenue Must-Have Requirements (Non-Negotiable) • 6+ years hands-on BI / analytics experience • Strong Tableau + Alteryx + SQL (core stack) • Experience in Asset Management or Financial Services • Experience supporting sales, client coverage, or CRM analytics • Ability to work directly with business stakeholders (not just technical teams)