✦ Luna Orbit — Business Analysis

Sr Business Analyst Marketing

at Ameriprise Financial

📍 2 Locations Hybrid Posted March 16, 2026
Type Full-Time
Experience mid
Exp. Years 3-5 years
Education Bachelor's degree in Finance/Economics/Engineering or MBA
Category Business Analysis

This role supports the NA Marketing team by providing data insights, managing content libraries, and assisting with workflow processes. The candidate will help produce presentations and maintain content accuracy across platforms.

  • Provide reporting and analysis
  • Maintain content library
  • Assist in content posting and metadata updates
  • Support quarterly/monthly content production
  • Participate in workflow meetings

The technical environment includes MS Office tools, sales enablement platforms, and CRM systems. The focus is on data analysis, content management, and process efficiency.

The ideal candidate is a mid-level business analyst with 3-5 years of experience in finance, asset management, and content management systems. They should have strong skills in data analysis, presentation, and workflow improvement, with familiarity with sales enablement and CRM platforms.

Bachelor's degree in Finance/Economics/Engineering or MBA3-5 years relevant experience in financeKnowledge of MS ExcelPowerPointWordExperience with sales enablement platforms or CRMOrganizational and project management skills
CFA certificationAsset management experienceContent management systemsWorkflow process improvement
Sales enablement platformsCRM software
MS ExcelPowerPointWordsales enablement platformsCRM softwaredata analysiscontent managementfinancial analysispresentation skills
MS ExcelPowerPointWordSales enablement platformsCRM softwareData analysisContent managementFinancial analysisPresentation skills
Organizational skillsProject managementVerbal communicationWritten communicationSelf-motivation

Required

CFA
Industry Financial Services
Job Function Supporting marketing content and data analysis for marketing operations
Role Subtype Business Analyst
Tech Domains Microsoft 365, Salesforce, CRM
business analystfinanceasset managementcontent managementsales enablementCRMdata analysispresentationquarterly reportingcontent libraryworkflow improvementfinancial analysisproject managementMS ExcelPowerPointWordworkflow

Less than 3 years of relevant experience, No experience with content management or sales enablement, Lack of finance or asset management background, No proficiency in MS Office tools

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