Product and Process Analyst
Core
Supports fiduciary governance execution, oversight reporting, and administrative coordination across Wealth & Asset Management.
Role type
Analyst
Builds
Fiduciary governance reports, monitoring controls, and audit documentation for Wealth & Asset Management.
Domain
Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Investment & Fiduciary Knowledge, Advanced Excel, Business Intelligence tools (Power BI, Business Objects), Audit & Review Support, Documentation Management, Process Improvement Support
Preferred skills
Finance, Accounting, Economics, or Business Administration major
Technologies
Excel, Power BI, Business Objects
Responsibilities
Prepare fiduciary governance and oversight reporting; Execute fiduciary monitoring and administrative controls; Assist with fiduciary-related audits, reviews, and issue tracking; Maintain governance documentation and reporting tools; Support process and system enhancement initiatives.
Seniority
Mid-level (3-5 years experience)