Job Application for Business Intelligence Analyst at GW&K Investment Management, LLC

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Summary

We are seeking an experienced and driven Business Intelligence Analyst to join our Enterprise Data & Analytics team. This role is pivotal in developing and maintaining interactive dashboards and reporting tools that provide insight into firm assets, flows, industry trends, and internal data sets. The ideal candidate will bring a strong command of Power BI, SSRS, Tableau, and SQL, along with a passion for translating complex data into meaningful visual insights.

The analyst will support a range of business units, including the CFO, Sales and Investment teams, collaborating closely with colleagues throughout the firm. This position offers an opportunity to shape our reporting environment, mentor users, and support the growth of a scalable, self-service business intelligence platform.

Responsibilities

Design, build, and maintain robust dashboards and reports using Power BI, SSRS, and Tableau.
Partner with business stakeholders to gather requirements and translate them into clear, actionable reports and data visualizations.
Provide support for financial and operational reporting, particularly for the CFO, Executive team and Human Resources.
Collaborate with Sales, Marketing, Client Service, and Investment teams to deliver business insights and automate key reporting workflows.
Ensure accuracy and consistency in reporting by understanding the structure and availability of internal and external data sources.
Utilize SQL and Microsoft Power Apps to enhance data integration, automation, and interactivity within the reporting environment.
Provide training and support to new and existing Power BI users, promoting a data-driven culture across the organization.
Hybrid in-office schedule.

Qualifications

Bachelor’s degree or higher in Business, Computer Science, Finance, Data Analytics, or a related field.
5+ years of experience in a business intelligence or data analyst role, ideally within financial services or investment management.
Proven expertise in Power BI, SSRS, and Tableau, with a strong portfolio of dashboard/reporting projects.
Proficiency in SQL for data querying, transformation, and integration.
Experience with Microsoft Power Apps is a strong plus.
Strong communication skills with the ability to collaborate across business and technical teams.
Self-starter with a track record of taking ownership of projects and delivering high-impact results.
A mindset focused on scalability, data governance, and long-term sustainability of reporting platforms.

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

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How did you learn about this job opportunity?

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If referred by a GW&K employee, please specify their name.

Do you have experience in investment management and a comprehensive understanding of stocks and bonds? This role requires both.

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This role requires experience in investment management and a strong understanding of financial instruments, including stocks, bonds, duration, and equity metrics like dividend yield.

Do you have at least 5 years of experience working with Power BI?

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Do you have in-depth experience using Power BI to build dashboards from scratch?

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In-depth experience building dashboards and data visualizations from scratch using Power BI. The ideal candidate can work with clean data sets, create data models, and develop interactive, business-friendly dashboards that tell a clear story.

Are you able to work on-site at our Boston office at least 4 per week?

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This is a hybrid position requiring 4 days per week in our Boston office, with the option to work remotely 1 day per week.

Will you now or in the future require sponsorship to work in the United States?

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Have you ever worked for or applied to GW&K before?

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Consent to release information?

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I hereby give permission for GW&K Investment Management (GW&K) to examine my experience, educational and business qualifications, and authorize GW&K to contact all or any of the employers, educational institutions and other references provided. I further authorize my previous employers and references to provide all information requested by GW&K, and hereby release and hold harmless all persons and entities, including GW&K, from liability in doing so. In addition, I understand that consistent with its industry obligations, GW&K conducts background checks on all new hires, and if I am offered and accept employment with GW&K, I understand and agree to comply with this process.

Statement: Truthful and complete responses

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I certify that I have provided truthful and complete responses to all inquiries on this application and understand that discovery of any falsification, omission or misleading statement may result in the denial of employment or, if I am already employed when such statement is discovered, immediate termination of my employment.

Statement: Comply with company rules and policies

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In the event I am employed by GW&K, I agree to comply with all Company rules and policies, including GW&K’s requirement that all secondary employment and certain outside activities be disclosed to the Company in order to determine if such employment or activities conflict with my duties to GWK.

Statement: Acknowledge that GW&K terminable at-will

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I understand that employment at GW&K is terminable 'at-will', which means that the employment relationship may be terminated by either me or the Company at any time and for any reason not prohibited by law. I understand that nothing in this application or in any discussion or offer of employment creates a contract betweenmyself and GW&K, and that no supervisor or representative of GW&K has the authority to enter into an oral agreement to employ me for any specified period of time.

Statement: Acknowledge Immigration Reform and Control Act

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I understand that the Immigration Reform and Control Act of 1986 requires that if I am hired, I must furnish within 72 hours of commencing employment appropriate documentation to the Company establishing my identity and right to work in the United States.

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Business Intelligence Analyst

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