Private Wealth, Strategy Analyst
Core
Support the Private Wealth Strategy team in executing strategic initiatives to drive long-term growth, unlock capital pools, and develop innovative product solutions.
Role type
Strategy Analyst
Builds
Strategic initiatives, market expansion plans, and new product solutions for private wealth clients.
Domain
Asset Management / Private Wealth / Alternative Investments
Deliverable
dashboards & analysis
Required skills
Financial analysis, financial modeling, market research, presentation creation, project coordination, data management, knowledge of alternative investments
Preferred skills
Knowledge of private markets, experience in consulting or asset management
Technologies
Microsoft PowerPoint, Microsoft Excel
Responsibilities
Conduct research and analysis for strategic initiatives, prepare presentation materials and reports for senior leadership, assist in project management and cross-functional coordination, monitor industry trends and competitor activity, support partnership opportunities and new business pitches, provide administrative support for meetings and workshops
Seniority
Junior, hands-on IC