✦ Luna Orbit — Data & Analytics

Blackstone Private Wealth - Financial Reporting, Analyst

at Blackstone

📍 Miami Unknown 💰 $100K – $130K USD / year Posted March 30, 2026
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Position Details

Salary $100K – $130K USD / year
Type Not Specified
Experience mid
Exp. Years 2+ years
Education Not specified
Category Data & Analytics

About this role

This role supports Blackstone Private Wealth’s business development through analytics, reporting, and KPI measurement across global initiatives. The candidate will produce insights, dashboards, and presentations for senior leadership.

Key Responsibilities

  • Support global fundraising reporting across flagship offerings and channels
  • Generate actionable insights through analysis of business initiatives
  • Prepare and deliver management presentations
  • Assist in global strategic planning and budgeting
  • Create measurement frameworks with KPIs

Technical Overview

Core tech stack includes Tableau, Salesforce, Sigma, and advanced Excel/PowerPoint for data analysis, reporting, and management of datasets from diverse sources.

Ideal Candidate

The ideal candidate is a mid-level data/FP&A analyst with 2+ years in financial services, proficient in Tableau, Salesforce, Sigma, and Excel/PowerPoint, who can translate data into actionable insights for wealth management initiatives.

Must-Have Skills

2+ years of experience in financial serviceswealth managementasset managementor other related business experiencePrior sales reporting or FP&A experience a plusExcel and PowerPointKnowledge and proficiency of TableauSalesforceand SigmaStrong analyticalquantitativeand problem-solving skills

Nice-to-Have Skills

Entrepreneurial mindsetHighly motivated and driven; works effectively in a team environment

Tools & Platforms

Microsoft ExcelPowerPointTableauSalesforceSigma

Required Skills

['2+ years of experience in financial serviceswealth managementasset management''Excel and PowerPoint''TableauSalesforceSigma''Strong analyticalquantitativeand problem-solving skills''Data management''Data integrity''Reporting']

Hard Skills

TableauSalesforceSigmaMicrosoft ExcelPowerPointData managementData integrity

Soft Skills

Interpersonal skillsCommunicationAnalytical thinkingProblem-solvingTeamwork

Industry & Role

Industry Banking
Job Function Provide analytics and reporting support for Blackstone Private Wealth fundraising and operations
Role Subtype Data Analyst
Tech Domains Tableau, Salesforce, Sigma, Microsoft 365

Keywords for Your Resume

financial reportingFP&Atableausalesforcesigmaexcelpowerpointdata managementdata integrityreportingprivate wealthwealth managementteamworkanalyticalkpiTableauSalesforceSigmaExcelPowerPointData ManagementData IntegrityReportingPrivate WealthWeath Management
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