At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. 

Great Gray is looking to add a GTM Data Analyst on our Revenue Operations team. The GTM Data Analyst drives the strategic analysis of product profitability, sales commission oversight, investor behavior, and market trends. This role is critical for providing deep insights that guide investment decisions and product development, supporting our mission to deliver outstanding value to our investors. The GTM Data Analyst will also support process improvement and engage in revenue operations transformation initiatives.

This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

·       Lead the development and implementation of analytics strategies for assessing fund profitability, market dynamics, and investor trends

·       Oversee the creation of analytical models and tools to evaluate investment opportunities and risks

·       Collaborate with portfolio managers and the executive team to provide actionable insights for strategic decision-making

·       Present complex analytical findings in a clear and compelling manner to stakeholders at all levels

·       Drive the innovation and adoption of advanced analytics and data science techniques within the organization

·       Ensure the accuracy and integrity of data sources and analytical outputs

·       Stay abreast of industry trends and developments in fund analytics, incorporating best practices into the organization's strategies

·       Develop and monitor key performance indicators to measure and report on fund performance and investor behavior

·       Lead special projects and analyses to support organizational goals and initiatives

·       Support new product initiatives through cost estimation and profitability analysis in order to optimize financial performance of products

·       Complete other related duties as assigned

·       Bachelor's degree plus 3+ years of directly relevant, professional experience

·       Strong quantitative skills, with proficiency in statistical analysis, financial modeling, and data visualization tools

·       Excellent communication and presentation skills, with the ability to explain complex analytical concepts to non-technical audiences

·       Proven track record of leveraging data analytics to inform strategic decision-making

·       Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.

·       Leadership--Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.

·       Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.

·       Organizational Support--Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

·       Quality--Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

·       Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.

·       Comfortable navigating ambiguity.

·       Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:

·       Be an integral part of an early-stage, high-growth organization!

·       Hybrid work environment

·       Competitive compensation package including 401(k) with elective and non-elective match opportunities

·       Lifestyle spending allowance program

·       Medical, Dental, Vision Insurance

·       Employer-paid life and disability insurance

·       Generous paid time off program

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $200 billion in CIT assets under management, across more than 780 funds. We proudly work with 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. 

CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.

Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.

Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.

MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.

Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.