Senior Business Analyst, Private Client Endowments and Foundations
Core
Strategic and execution-focused role supporting the Private Client, Endowments and Foundations business in translating leadership objectives into clear plans, decisions, and actions.
Role type
Senior Business Analyst (Strategy & Operations)
Builds
Strategic plans, executive presentations, and cross-functional project execution for the Private Client, Endowments and Foundations business.
Domain
Wealth management / Private Client / Endowments and Foundations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic planning, cross-functional project leadership, business analysis and modelling, executive communication, stakeholder engagement, risk assessment, data synthesis
Preferred skills
MBA or advanced business degree, wealth management industry knowledge, AI-enabled tools proficiency
Technologies
AI-enabled analysis tools, business platforms, data analysis tools
Responsibilities
Support annual and long-term strategic planning and business reviews; Lead and coordinate complex cross-functional strategic initiatives; Prepare executive presentations and briefing materials for leadership and board meetings; Facilitate communication and alignment across teams, offices, and functions; Conduct business analysis, research, and modelling to support leadership recommendations; Support integration of merger/combination activity and embed effective operating models
Seniority
Senior, hands-on IC with strategic scope
