FBM & Practice Strategy Analytics & Operations, Client Segments, Analyst, Wealth Management
Core
Analyst supporting Wealth Management Home Office with reporting, analysis, and insights on trends and activities driving results.
Role type
Analyst
Builds
Management reports (daily, weekly, monthly, quarterly) and data/metrics dashboards for senior management
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Reporting, trend analysis, data verification, project management, data source leveraging, actionable recommendations
Preferred skills
Flexibility, collaboration, self-starter, quick learner, attention to detail
Technologies
None explicitly stated
Responsibilities
Develop analysis and produce reporting with corporate partners (HR, Finance, FA Comp); Collaborate with global teams (Mumbai, NY/NJ, Budapest) to distribute management reports; Perform daily/monthly/quarterly reporting and trend analysis on metrics; Develop, implement, and present key data and metrics to senior management; Identify key issues, gather data, and develop actionable recommendations
