Analyst/Senior Analyst, Management Team - SF
Core
Senior Analyst supporting the Client Experience Management Team in driving business initiatives, operational efficiency, and strategic planning for a private wealth management firm.
Role type
Senior Analyst (Management Team)
Builds
Business strategies, client engagement materials, and operational processes for private wealth clients.
Domain
Private Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial analysis, data analysis, strategic planning, meeting management, Salesforce proficiency, MS Office (Excel, PowerPoint, Word), content authoring, market research, process improvement, stakeholder communication.
Preferred skills
Business/economics/finance background, private banking/wealth management experience, technology aptitude.
Responsibilities
Support management team in driving business initiatives and strategic planning; Provide analytical support for decision-making; Manage meeting logistics and communication tracking; Create daily briefings and thought leadership content; Conduct market research and track industry trends; Generate monthly metrics and reports on client referrals and AUM; Design marketing collateral and client qualification processes.
Seniority
Mid-level (1-2 years experience)