wealth management analyst

Morgan Stanley

<div>POSITION SUMMARY
Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.
DUTIES and RESPONSIBILITIES:
Client Service:
As a key member of the service team, provide coverage for an FA/PWA/team including:
<ul><li>Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
</li></ul><ul><li>Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
</li></ul><ul><li>Remaining current on all policies, procedures and new platforms
</li></ul>Business Development Support:
<ul><li>Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
</li></ul><ul><li>At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
</li></ul><ul><li>At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
</li></ul><ul><li>At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
</li></ul><ul><li>At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
</li></ul><ul><li>Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
</li></ul>EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
Education and/or Experience
<ul><li>2+ years of work experience in a field relevant to the position required
</li></ul><ul><li>Four-year college degree or professional certification preferred
</li></ul><ul><li>Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
</li></ul><ul><li>Additional product licenses may be required
</li></ul>Knowledge/Skills
<ul><li>Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
</li></ul><ul><li>Technically proficient and quick learner of new and updated platforms
</li></ul><ul><li>Detail oriented with superior organizational skills and ability to prioritize
</li></ul><ul><li>Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
</li></ul><ul><li>Exceptional writing, interpersonal and client service skills
</li></ul><ul><li>Strong time management skills
</li></ul><ul><li>Team player with the ability to collaborate with others
</li></ul><ul><li>Ability to work in a fast-paced, evolving environment
</li></ul><ul><li>Adaptable and ability to multi-task
</li></ul><ul><li>Goal oriented, self-motivated and results driven
</li></ul>Reports to:
<ul><li>Business Service Officer
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $68,000 - $120,000 . The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be Illinois (Statewide) eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Private Wealth Management Analyst

JPMorganChase

<div>JOB DESCRIPTION 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. 
 
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst&rsquo;s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities<ul>
<li>Help devise customized financial strategies for existing and prospective clients
</li><li>Prepare pitch books and meeting materials</li>
<li>Collaborate with integrated team members to analyze balance sheets and understand a clients&rsquo; investment objectives to produce customized recommendations that consider appropriate risk/return objectives</li>
<li>Become an expert in a range of proprietary models to provide recommendations on tailored solutions</li>
<li>Conduct research and analysis; assist with product development and prospecting efforts</li>
<li>Research client inquiries and manage follow up communication and materials</li>
<li>As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients</li></ul>
Required Qualifications, Capabilities, and Skills<ul>
<li>Bachelor&rsquo;s degree with a minimum overall GPA of 3.2
</li><li>No more than two years of work experience following completion of undergraduate program</li>
<li>Demonstrated aptitude for sales and client relationship management</li></ul>
Preferred Qualifications, Capabilities, and Skills<ul>
<li>Superior multi-tasking and organizational skills
</li><li>Excellent communication skills and poise giving presentations</li>
<li>Genuine interest in financial markets and macro-level economic trends</li>
<li>Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Program Analyst

Barclays

<div>Step into the role of Senior Analyst, where you&rsquo;ll take responsibility for client service and operational execution task. You must take responsibility for controlling risk and enhancing controls in connection to your job and areas of responsibility in accordance with rules and regulations. You must follow well defined procedures that may require a range of job routines and make judgement based on practice and previous experience. 
You may be assessed on key critical skills relevant for success in role such as:<ul><li>
Trade settlements, day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution.</li><li>
Managing complete Trade lifecycle with execution, clearance, settlement and resolution.</li><li>
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.</li><li>
Check work of colleagues within team to meet internal and stakeholder requirements.</li><li>
Provide specialist advice and support pertaining to own work area.</li><li>
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.</li><li>
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.</li><li>
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.</li><li>
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.</li><li>
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.</li></ul>
Desirable Skillsets:<ul><li>
Excellent communication skills.</li><li>
Equity, fund settlements, capital markets, investment banking and record keeping.</li><li>
Settlement's Process Knowledge - Pre-Matching, Fails Management &amp; Reconciliation.</li><li>
Product Knowledge - Derivatives, Equities, Fixed Income &amp; Mutual Funds.</li></ul>
You may be assessed on key essential skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based out of Chennai.

Purpose of the role
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Accountabilities<ul><li>
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.</li><li>
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.</li><li>
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.</li><li>
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.</li><li>
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.</li><li>
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.</li><li>
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.</li><li>
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.</li></ul>
Analyst Expectations<ul><li>
To meet the needs of stakeholders/ customers through specialist advice and support</li><li>
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles.</li><li>
Likely to have responsibility for specific processes within a team</li><li>
They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources.</li><li>
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li><li>
OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team.</li><li>
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.</li><li>
Check work of colleagues within team to meet internal and stakeholder requirements.</li><li>
Provide specialist advice and support pertaining to own work area.</li><li>
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.</li><li>
Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams.</li><li>
Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise.</li><li>
Make judgements based on practise and previous experience.</li><li>
Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures.</li><li>
Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements.</li><li>
Build relationships with stakeholders/ customers to identify and address their needs.</li></ul>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Senior Analyst

Bayut KSA - بيوت السعودية

<div>
 
 As the Junior Commercial Analyst in Wealth Management, you will be responsible for market research modelling, in-depth analysis across products and clients, and the management of budgeting and forecasting processes, all while focusing on key metrics such as Assets Under Management (AUM) and revenue generation. You will also be responsible for creating client proposals, pitch decks, and post-sales client analytics.
 
 
 
 KEY RESPONSIBILITIES
 
 
 
 Market Research:
 
 <ul>
 <li>
 Keep analysing the real estate market to identify opportunity hotspots in the region.&nbsp;&nbsp;
 </li>
 <li>
 Read available secondary data/reports and present takeaways to the management.&nbsp;
 </li>
 <li>
 Periodically publish research reports.&nbsp;
 </li>
 <li>
 Perform on-demand global research on rules, regulations, tax laws, etc., for the target geographic markets.&nbsp;&nbsp;
 </li>
 </ul>
 
 Client Proposals and Pitch Deck Development:
 
 <ul>
 <li>
 Work closely with the Wealth Management team to do client need analysis and risk profiling.&nbsp;
 </li>
 <li>
 Design client proposals based on the client profile and the research done for the real estate sector
 </li>
 <li>
 Communicate with internal stakeholders for proposal deliberation. Once approved, develop the pitch deck for the client.&nbsp;
 </li>
 </ul>
 
 Reporting and Analysis:
 
 <ul>
 <li>
 Conduct in-depth analysis of and commercial performance metrics, including Assets Under Management (AUM) and revenue streams (e.g., advisory fees, transactional income, etc.).&nbsp;
 </li>
 <li>
 Develop management reports for wealth teams and related assets
 </li>
 </ul>
 
 Special Projects:
 
 <ul>
 <li>
 Work on special projects assigned by the line manager. These research and analysis projects may include, but are not limited to, areas related to commercial, regulatory, and financial matters
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Bachelor's degree in research, business administration, marketing, communications, or a relevant field
 </li>
 </ul>
 
 
 Experience
 
 
 <ul>
 <li>
 2-3 years of Research, Business Analysis &amp; Reporting
 </li>
 <li>
 Proven track record in making reports, feasibility and commercial documents
 </li>
 </ul>
 
 
 Knowledge
 
 
 <ul>
 <li>
 In-depth knowledge of research tools and techniques
 </li>
 <li>
 A deep understanding of the real estate market services/products
 </li>
 </ul>
 
 
 Skills
 
 
 <ul>
 <li>
 Outstanding communication and interpersonal skills
 </li>
 <li>
 An analytical mind with excellent data collection and analysis skills
 </li>
 <li>
 Excellent organizational and time management skills
 </li>
 <li>
 Strong team orientation, communication, &amp; creative skills
 </li>
 </ul>
 
 
 Traits
 
 
 <ul>
 <li>
 Adaptability
 </li>
 <li>
 High level of integrity
 </li>
 <li>
 Highly organized and detail-oriented.
 </li>
 <li>
 The ability to listen to and speak with clients, sales members, and other managers is essential for effective real estate sales managers
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 High-performing and fast-paced work environment
 </li>
 <li>
 Comprehensive Health Insurance
 </li>
 <li>
 Rewards and recognition
 </li>
 <li>
 Learning &amp; Development
 </li>
 </ul>
 
 #KSABayut
 
 
 Bayut is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
 
</div>

Junior Commercial Analyst

VisionaryHire

<ul><li>Location: Sector 30, Gurgaon</li><li>Salary: ₹25,000 &ndash; ₹35,000 CTC / Month</li><li>Experience: Min. 6 Months</li></ul>Job Summary: Support investment advisory and wealth management activities through equity, mutual fund, ETF, and crypto research.Key Responsibilities:<ul><li>Equity, MF, ETF &amp; crypto analysis</li><li>Portfolio tracking &amp; performance reporting</li><li>Market research &amp; MIS</li><li>Support Relationship Managers</li></ul>Skills: Capital Markets | Excel | Financial Analysis | NISM (Preferred)Apply: HR Saqib &ndash; 8273680523 | mohammad.saqib@visionaryhire.comJob Type: Full-timePay: ₹25,000.00 - ₹35,000.00 per yearBenefits:<ul><li>Health insurance</li><li>Provident Fund</li></ul>Work Location: In person

Investment Analyst

<div>
 Profile Description
 
 
 Division ETSLocation 0
 
 
 We&rsquo;re seeking someone to join our team as (Director) Business Data Analyst who can Interpret data, analyze results using statistical techniques and provide ongoing reports
 
 
 WM_Technology
 
 
 Wealth Management Technology is responsible for the design, development, delivery, and support of the technical solutions behind the products and services used by the Morgan Stanley Wealth Management Business. Practice areas include: Analytics, Intelligence, &amp; Data Technology (AIDT), Client Platforms, Core Technology Services (CTS), Financial Advisor Platforms, Global Banking Technology (GBT), Investment Solutions Technology (IST), Institutional Wealth and Corporate Solutions Technology (IWCST), Technology Delivery Management (TDM), User Experience (UX), and the CAO team.
 
 
 Analytics Intelligence &amp; Data Technology
 
 
 Analytics, Intelligence and Data Technology (AIDT) enables and drives strategic data initiatives and business capabilities across Wealth Management.
 
 
 Business Analysis
 
 
 This is Director Position that analyzes business processes, identifies needs, and establishes requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills.
 
 
 Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
 
 
 At Morgan Stanley India, we support the Firm&rsquo;s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm&rsquo;s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate &amp; Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there&rsquo;s ample opportunity to move across the businesses for those who show passion and grit in their work.
 
 
 Interested in joining a team that&rsquo;s eager to create, innovate and make an impact on the world? Read on&hellip;
 
 
 
 What You&rsquo;ll Do In The Role
 
 
 
 <ul>
 <li>
 Extensive coordination and collaboration for gathering requirements and technical details with key stakeholder across different teams (development, architecture, QA and SMEs)
 </li>
 <li>
 Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
 </li>
 <li>
 Participate in design discussions and partner with key stakeholders in documenting and developing potential solutions to the business problems
 </li>
 <li>
 Acquire data from primary or secondary data sources and maintain databases/data systems
 </li>
 <li>
 Identify, analyze, and interpret trends or patterns in complex data sets
 </li>
 <li>
 Work with management to prioritize business and information needs
 </li>
 <li>
 Locate and define new process improvement opportunities
 
 
 </li>
 </ul>
 
 What You&rsquo;ll Bring To The Role
 
 
 
 <ul>
 <li>
 Data Analyst with extensive experience of working on complex Data driven applications
 </li>
 <li>
 Knowledge of BFSI domain and Wealth Management business &ndash; new account opening, KYC and client onboarding
 </li>
 <li>
 Proven working experience as a Data Analyst or Business Data Analyst
 </li>
 <li>
 Critical thinking ability, Strong problem-solving capacity
 </li>
 <li>
 Advanced written and verbal communication skills.
 </li>
 <li>
 Project management skills
 </li>
 <li>
 Ability to work under pressure with different moving parts and deliver to tight deadlines
 </li>
 <li>
 Effective listener, speaker, reader and writer - able to bridge business and technical domains, promote best practices, and enforce good governance within challenging timelines
 </li>
 <li>
 Bachelors or Masters in Computer Science, Information Management or other relevant field.
 
 
 </li>
 </ul>
 
 What You Can Expect From Morgan Stanley
 
 
 
 We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 
 
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 
 
 Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
</div>

Business Data Analysis_Director_Business Analytics

Goldman Sachs

<div>
 
 Job Description
 
 
 
 
 Asset &amp; Wealth Management, US Deposits Intelligent Automation, Analyst, Bengaluru
 
 
 
 
 Job Description
 
 
 
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
 
 
 
 Your Impact
 
 
 
 As an Intelligent automation Analyst you will be responsible for designing, developing, and implementing robotic process automation and workflow solutions to improve business operations. You will collaborate with various stakeholders to understand pain points, develop requirements, develop, test, and put solutions to production. You will also play a vital role in upholding the three Operations principles of client focus, process innovation and risk management. This role will directly report to the Intelligent automation team lead/program manager for US Deposits.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Analyze business processes for Automation Opportunities and design process solutions using continuous improvement principles. Leverage the Eliminate, Simplify and Automate thought process.
 </li>
 <li>
 Design, develop, and implement RPA (Robotic Process Automation) solutions using tools/ programming languages such as Automation Anywhere, Power Automate and Python.
 </li>
 <li>
 Develop and manage process and control environments (inventory and maps) for deposits operations.
 </li>
 <li>
 Adhere to software development best practices, including governance, development, testing, go-live readiness, training, and post-production support.
 </li>
 <li>
 Identify gaps and risks in automation solutions and take appropriate action/escalation
 </li>
 <li>
 Obtain necessary change advisory board approvals, assess the impact of change across the business and ensure production readiness
 </li>
 <li>
 Maintain up to date inventory of business policies and procedures and develop and maintain current and target operating models to drive process efficiencies and risk controls.
 </li>
 <li>
 Collaborate effectively with stakeholders and team members, demonstrating strong organizational skills and the ability to manage competing priorities.
 </li>
 <li>
 Exhibit a positive attitude, strong drive, and the ability to work independently in a fast-paced, team-oriented environment.
 </li>
 <li>
 Bachelor's degree in computer science, Engineering, or a related technical field. In lieu of the undergraduate degree in required field, significant coding and full-scale RPA implementation is required
 </li>
 <li>
 2-3 years of demonstrable experience in RPA full life cycle implementations.
 </li>
 <li>
 Proven analytical skills and problem-solving ability, demonstrated through past quantitative or model-building roles.
 </li>
 <li>
 Hands-on experience with RPA tools like Automation Anywhere, Power Automate or other Industry automation tools.
 </li>
 <li>
 Experience with REST APIs.
 </li>
 <li>
 Familiarity with process engineering tools (e.g., Signavio, Visio).
 </li>
 <li>
 Meticulous attention to detail with strong drive, with the ability to work independently in a fast-paced environment.
 </li>
 <li>
 Proficiency in SQL or similar database query languages
 </li>
 <li>
 Knowledge of BI tools such as Alteryx, Power BI, or QlikView.
 </li>
 <li>
 Experience with Python/R for automation is a plus.
 </li>
 <li>
 Experience with VBScript and Excel macros, and advanced Excel using VBA is a plus.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Preferred qualifications:
 
 
 
 <ul>
 <li>
 Experience with banking and financial services, specifically savings, CDs, and retirement products.
 </li>
 <li>
 Knowledge of regulatory compliance aspects with government guidance and requirements.
 </li>
 <li>
 Demonstrated experience in assessing and designing business processes.
 </li>
 <li>
 Six Sigma and Lean certification.
 </li>
 <li>
 Advanced business analysis experience.
 </li>
 <li>
 Prior process engineering experience.
 </li>
 <li>
 Experience with agile project delivery methods, concepts, and tools (e.g., JIRA, Confluence).
 </li>
 <li>
 Experience with InfoPath and SharePoint Designer.
 </li>
 <li>
 Experience developing workflows.
 </li>
 <li>
 Experience working with Process Mining and Machine Learning.
 </li>
 </ul>
</div>

Asset & Wealth Management-Product Management-Analyst-Bengaluru

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