Wealth Solutions Analyst
Job Summary
Seeking a sharp, intellectually curious Wealth Solutions Analyst, this full-time remote position will analyze client segmentation and operational data, build financial models, and present actionable insights to senior leadership to enhance decision-making and drive business growth.
Key responsibilities
- Analyze client segmentation and revenue data to identify trends and inform growth strategies
- Build and maintain models tracking operational metrics and support workforce planning
- Develop and present structured analyses and recommendations to senior leadership
Required qualifications
- Bachelor's degree in finance, economics, business, mathematics, or a related analytical field
- 2-4 years of experience in a rigorous analytical environment such as private equity or investment banking
- Strong financial and analytical modeling skills, with experience in synthesizing complex data
- Proficiency in Excel and PowerPoint; familiarity with SQL or data visualization tools is a plus
- Intellectual curiosity and a genuine interest in wealth management operations
Complete Job Description
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