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Senior Analyst 

Reports To Managing Consultant, Analytics  
Supervise Analysts, if applicable  

Senior Analyst role within the Analytics team involves providing technical expertise on the market and regulatory environment of the Health & Welfare industry, assisting in the operation of Ascende’s business intelligence tools, and assimilation of new clients into Ascende.  A Senior Analyst on the Analytics team will provide support to Consulting teams in a fast-paced, evolving environment while maintaining a high standard of professionalism and quality of work.  A Senior Analyst will execute responsibilities through collaboration with the Consulting teams and with the support of the Business Execution team, as appropriate.  A Senior Analyst must possess a strong sense of commitment, drive, and enthusiasm.  These qualities coupled with agility will serve as a foundation for furthering the career of a professional advisor.


  • Manage company participation and benchmarking protocols for the Ascende market surveys
  • Provide industry intelligence and collaborate internally to monitor and refresh Ascende survey content and methodologies
  • Assist with the growth of the Ascende market surveys through initiatives involving participation, marketing and survey development
  • Provide training for Consulting and Execution teams on Ascende market surveys, competitive benchmarking and valuation modeling
  • Be knowledgeable and provide updates to best practices and protocols managed within the Analytics team
  • Develop internal and external communications that identify and summarize various market trends or regulatory changes in the market
  • Perform baseline assessment of benefit programs for clients and identify opportunities for enhancement
  • Collaborate with Consulting teams to develop presentations and analytical tools to gauge and project benefit trends
  • Manage project workload within Analytics team and document best practices for reoccurring projects
  • Manage, develop, and mentor Analysts assigned as resources
  • Maximize intellectual capital as Subject Matter Expert (SME)
  • Document time in Tool Time as appropriate
  • Maintain key documents and data in Documentum
  • Perform special projects as assigned
Position Requirements
  • Bachelor’s degree or equivalent educational training or business experience
  • 1-3 years supervisory experience, if applicable
  • 3-5 benefits/HR experience

KSAs (Knowledge, Skills, Abilities)

  • Microsoft Office Suite experience (Advanced in Excel)
  • Able to effectively interface with internal and external customers
  • Able to handle confidential information with maximum discretion
  • Able to understand business principles and apply them accordingly
  • Able to work independently and on a team within a fast-paced environment
  • Career-focused
  • Demonstrate good judgment while managing projects, multi-tasking, prioritizing, and meeting deadlines with a sense of urgency
  • Detail-oriented, organized, efficient, and proactive
  • Excellent interpersonal/presentation skills
  • Excellent written/verbal communication skills
  • High level of accountability and flexibility
  • High level of self-confidence, professional grooming and demeanor, positive, self-starter and high degree of emotional stamina
  • High-touch client orientation
  • Open and willing to receive and give constructive critique
  • Prepare, organize, and facilitate meetings within Ascende and externally
  • Strong analytical and quantitative skills

Job Specific KSAs:

  • Knowledge resource of industry market and regulations
  • Develop and execute projects in a financially responsible and resourceful manner
  • Delegation skills
  • Able to train/coach and counsel others

Special Requirements:

  • Flexible to work outside normal working hours
  • Travel (as needed); overnight stay required



The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.



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