Wealth Analyst

Job Description

Wealth management analysts are entry-level professionals whoassist associates and partners by conducting financial research, performing basic financial modeling, and handling a variety of administrative and support duties(i.e., creating PowerPoint presentations, organizing presentation materialsA wealth management analyst performs a range of duties to support the wealth managers and advisors who work directly with clients. This may include researching and analyzing financial markets, products, and trends; preparing reports, presentations, and proposals; monitoring and updating client portfolios and performance; and handling administrative and operational tasks such as account opening, compliance, and documentation. They also communicate with clients, vendors, and internal teamsSupports Wealth Operations functions through data analysis, business intelligence, recommendation and communication of business needs and requirements. Champions new data discovery and solutioning, and partnering with various business, technology, operations teams to drive data implementation or strategic improvementAccountingFinancial modelingMathematical knowledgeData analysisCommunication & collaborationResearchWritingExcel and spreadsheet software

Keyskills :
communicationcollaborationmodelinganalysisdataexcelaccountingsoftwareknowledgespreadsheetfinancial