Data Reporting & Insights Analyst

We are seeking a highly analytical and technically skilled Data Reporting & Insights Analyst to join our growing Data Intelligence team. This individual will play a critical role in designing and delivering actionable data solutions that drive transparency, efficiency, and strategy execution across our Sales and Marketing teams.

This is a hands-on role that combines advanced data visualization, data engineering, and business collaboration. The ideal candidate has experience in Power BI/Tableau and SQL and thrives on transforming complex data into clear, impactful stories.

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• Design, build, and maintain interactive dashboards using Power BI to visualize KPIs, trends, and business opportunities.
• Partner with Sales and Marketing stakeholders to define reporting needs, identify insights, and build robust KPI tracking.
• Ensure timely and accurate entry of trade data into the internal CRM to support sales credit and compensation processes.
• Use SQL to extract, clean, and merge data from disparate systems (CRM, trade data, marketing platforms, etc.).
• Serve as a data translator between technical systems and business teams

• 3–5 years of experience in data analytics, business intelligence, or a similar function—preferably in financial services or asset management.
• Strong expertise in Power BI or Tableau, data modeling, and report publishing.
• Proficient in SQL for data extraction, transformation, and automation.
• Experience working with CRM systems and understanding of sales and marketing processes.
• Comfortable communicating with cross-functional stakeholders and presenting to non-technical audiences.
• Highly detail-oriented with a strong sense of accountability and a proactive mindset

• Experience with Salesforce or similar CRM platforms.
• Familiarity with trade data or working with custodians/distributors.
• Understanding of financial products, portfolio strategies, or ETF ecosystems.

About Us:

WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. We empower investors and consumers to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime® and institutional platform, WisdomTree Connect™.*

*The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://wisdomtreeconnect.com for more information.

Work Smart:

Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.

Mission, Vision & Values:

WisdomTree is committed to delivering a better investment and financial experience through the quality of our products and solutions, and finding alignment within our community on our core values: WisdomTree employees strive for Excellence & Innovation, work with Transparency & Accountability, and show each other Fairness & Respect. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.

Learn more at www.wisdomtree.com

WisdomTree is proud to be an Equal Opportunity Employer, committed to diversity and consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.