wealth management analyst

Infosys

<div>Infosys is seeking a Capital Markets/Wealth Management Consultant -In this role, you will provide business, domain, and analytical expertise and coordinate day‑to‑day deliverables for Capital Markets and Wealth Management initiatives within an Agile delivery environment. You will work closely with business stakeholders, product owners, Scrum Masters, and technology teams to translate complex business needs into actionable requirements and data‑driven insights. You will have the opportunity to collaborate with some of the best talent in the industry to create innovative high quality and defect-free solutions to meet our clients&rsquo; business needs. You will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. 
 
Required Qualifications:<ul><li>
Bachelor&rsquo;s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.</li><li>
Candidate must be located within the commuting distance of Dallas, TX or Pennington or Jersey City, NJ or be willing to relocate to any of these locations. This position may require travel to project locations.</li><li>
Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.</li><li>
At least 4 years of experience with Information Technology.</li><li>
Strong domain expertise in Capital Markets and/or Wealth Management.</li><li>
Proven experience working in Agile/Scrum environments, collaborating with Product Owners and development teams.</li><li>
Hands‑on experience in writing - Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), User Stories with clear acceptance criteria.</li><li>
Strong experience using SQL for data analysis, validation, and reconciliation across financial datasets.</li></ul>
Preferred Qualifications:<ul><li>
Experience in Capital Markets and/or Wealth Management.</li><li>
Experience working with wealth management platforms, OMS, PMS, CRM, or advisory tools.</li><li>
Knowledge of regulatory and compliance requirements (SEC, FINRA, MiFID II, AML/KYC).</li><li>
Business Analysis or Agile certifications (CBAP, PMI‑PBA, SAFe BA, CSM) are a plus.</li><li>
Proven experience working in Agile/Scrum environments, collaborating with Product Owners and development teams.</li><li>
Strong experience using SQL for data analysis, validation, and reconciliation across financial datasets.</li><li>
Proven ability to work effectively with cross-functional teams, including Front Office, Middle Office, and Operations</li><li>
Skilled in developing comprehensive business analysis documentation, including BRDs, functional flows, and test cases</li><li>
Ability to navigate JIRA and Confluence docs.</li><li>
Participation in agile development working model.</li><li>
Ability to work in team environment and client interfacing skills.</li><li>
Experience and desire to work in a Global delivery environment.</li><li>
Strong analytical, problem‑solving, and critical‑thinking skills.</li><li>
Excellent communication skills, with the ability to engage both technical and non‑technical stakeholders.</li></ul>
Estimated annual compensation range for candidate based in Jersey City, NJ will be Min - $82,493 to Max - $107,241 &amp; for Pennington, NJ will be Min - $76,145 to Max - $98,989. 
 
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.</div>

Capital Markets/Wealth Management Business Analyst

D4 Insight

<div>Location: Abu Dhabi 
Experience: 7+ Years
<h3 class="jobSectionHeader">
Role Overview</h3>

We are seeking for skilled Technical Analyst with strong techno-functional expertise in wealth management and brokerage trading platforms. The ideal candidate will play a key role in supporting, integrating, and enhancing enterprise systems while ensuring performance, reliability, and compliance in a regulated environment.
<h3 class="jobSectionHeader">
Key Responsibilities</h3>
<ul><li>Analyze and support wealth tech and trading systems, ensuring smooth operations.</li>
<li>Design, consume, and support APIs and microservices-based integrations.</li>
<li>Work with middleware platforms such as Kafka, SQS, and TIBCO for system integration.</li>
<li>Perform production support, including incident, problem, and change management.</li>
<li>Monitor system performance using tools like Dynatrace and ensure system stability.</li>
<li>Collaborate with cross-functional teams to deliver scalable and secure solutions.</li>
<li>Maintain high-quality documentation and stakeholder communication.</li>
</ul><h3 class="jobSectionHeader">Required Skills</h3>
<ul><li>Strong experience with SQL/PLSQL, REST/SOAP APIs, JavaScript, and Postman</li>
<li>Exposure to AWS/Azure cloud platforms and architecture</li>
<li>Experience with CI/CD pipelines, Docker, Kubernetes, and automation tools</li>
<li>Knowledge of cybersecurity, data privacy, and secure architecture</li>
<li>Familiarity with fintech technologies such as blockchain, AI/ML, and digital wallets</li>
</ul>
 Apply Now: [email protected]</div>

Technical Analyst

DataAnnotation

<div>
 DataAnnotation is committed to creating high-quality AI. We are looking for an ECM Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles &mdash; whether you&rsquo;re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.
 
 
 We're currently expanding into an exciting new area &ndash; teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.
 
 
 
 Role
 
 
 
 We&rsquo;re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:
 
 
 <ul>
 <li>
 Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
 </li>
 <li>
 Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
 </li>
 <li>
 Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up &ndash; and where it doesn&rsquo;t.
 </li>
 <li>
 Share clear, structured feedback to help make each new version of the AI smarter and more reliable.
 
 
 </li>
 </ul>
 To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master&rsquo;s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
 
 
 
 Benefits
 
 
 
 <ul>
 <li>
 This is a full-time or part-time REMOTE position
 </li>
 <li>
 You&rsquo;ll be able to choose which projects you want to work on
 </li>
 <li>
 You can work on your own schedule
 </li>
 <li>
 Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work
 
 
 </li>
 </ul>
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Give AI chatbots diverse and complex problems and evaluate their outputs
 </li>
 <li>
 Evaluate the quality produced by AI models for correctness and performance
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Fluency in English (native or bilingual level)
 </li>
 <li>
 Detail-oriented
 </li>
 <li>
 Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
 </li>
 <li>
 A current, in progress, or completed Masters and/or PhD is is preferred but not required
 
 
 </li>
 </ul>
 Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.
 
 
 #finance
</div>

ECM Analyst

<div>
 DataAnnotation is committed to creating high-quality AI. We are looking for a Derivatives Analyst to join
 
 
 our team to help train the next generation of AI while enjoying the flexibility of remote work and the
 
 
 freedom to set your own schedule. This role is designed to fit a variety of lifestyles &mdash; whether you&rsquo;re
 
 
 looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as
 
 
 a flexible professional opportunity.
 
 
 We're currently expanding into an exciting new area &ndash; teaching AI Assistant models to be a more useful
 
 
 tool for finance professionals. We're seeking experienced finance professionals with advanced degrees
 
 
 (MBA+) and professional experience to use their expertise to help shape how AI understands financial
 
 
 principles and decision-making.
 
 
 We&rsquo;re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,
 
 
 
 You Might
 
 
 
 <ul>
 <li>
 Review and improve AI Assistant answers to questions about macro trends, corporate finance,
 
 
 </li>
 </ul>
 and capital markets
 
 
 <ul>
 <li>
 Leverage your education and work experience to check the reasoning and accuracy of an AI
 
 
 </li>
 </ul>
 Assistant's work
 
 
 <ul>
 <li>
 Push the models with complex, real-world scenarios and edge cases to see where their
 
 
 </li>
 </ul>
 reasoning holds up &ndash; and where it doesn&rsquo;t.
 
 
 <ul>
 <li>
 Share clear, structured feedback to help make each new version of the AI smarter and more
 
 
 </li>
 </ul>
 reliable.
 
 
 To succeed in this position, you should have expert-level financial reasoning and formal training in a
 
 
 finance-related discipline. A Master&rsquo;s or PhD (completed or in progress) is strongly preferred. Relevant
 
 
 backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth
 
 
 Management, and Insurance Planning.
 
 
 
 Benefits
 
 
 
 <ul>
 <li>
 This is a full-time or part-time REMOTE position
 </li>
 <li>
 You&rsquo;ll be able to choose which projects you want to work on
 </li>
 <li>
 You can work on your own schedule
 </li>
 <li>
 Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and
 
 
 </li>
 </ul>
 high-volume work
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Give AI chatbots diverse and complex problems and evaluate their outputs
 </li>
 <li>
 Evaluate the quality produced by AI models for correctness and performance
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Fluency in English (native or bilingual level)
 </li>
 <li>
 Detail-oriented
 </li>
 <li>
 Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises
 
 
 </li>
 </ul>
 related to finance management
 
 
 <ul>
 <li>
 A current, in progress, or completed Masters and/or PhD is preferred but not required
 
 
 </li>
 </ul>
 Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any
 
 
 currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.
 
 
 #finance
</div>

Derivatives Analyst

Goldman Sachs

<div>
 
 Job Description
 
 
 
 
 Wealth Management
 
 
 
 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.
 
 
 
 Personal Wealth (PW)
 
 
 
 Goldman Sachs Personal Wealth (PW) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PW Teams work with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Advisors deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax-efficient solutions, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
 
 
 Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Additionally, analysts are responsible for the onboarding of client relationships, ensuring we meet our client's investment objectives, managing fraud, liquidity management, and ongoing relationship management.
 
 
 
 How You Will Fulfill Your Potential
 
 
 
 <ul>
 <li>
 Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.
 </li>
 <li>
 Portfolio Oversight &amp; Optimization: Proactively monitor client portfolios, meticulously assessing manager performance, identifying strategic re-balancing opportunities, and recommending tactical investment ideas to optimize returns and manage risk effectively.
 </li>
 <li>
 Tailored Investment Strategy Development: Design and create bespoke asset allocation proposals for new clients, integrating a broad spectrum of managers, investment styles, and vehicles. Ensure these strategies align perfectly with client risk profiles, investment objectives, and the firm&rsquo;s strategic market views.
 </li>
 <li>
 Impactful Client Communication: Prepare compelling, client-facing materials that clearly depict asset allocation strategies, detailed portfolio and risk analytics, historical performance, and insightful economic and market reviews, enhancing client understanding and engagement.
 </li>
 <li>
 Rigorous Investment Due Diligence: Conduct thorough due diligence on both internal and third-party investment opportunities across public and private markets, ensuring all recommendations meet the highest standards of quality and suitability.
 </li>
 <li>
 Market Insight Synthesis &amp; Communication: Synthesize complex research material into clear, actionable insights and effectively communicate the firm's strategic views to clients, empowering informed decision-making.
 </li>
 <li>
 Business Development &amp; Growth: Actively support business development efforts by conducting in-depth research on qualified prospects and meticulously tracking relevant capital raises, contributing directly to the expansion of our client base.
 </li>
 <li>
 Trade Execution &amp; Market Access: Facilitate the execution of trades on behalf of clients across a diverse range of products, including equities, equity options, fixed income, and currencies, ensuring seamless market access and efficient transaction processing.
 </li>
 <li>
 Seamless Client Onboarding: Plan and meticulously manage the new account onboarding process, ensuring a smooth, efficient, and positive experience for new clients.
 </li>
 <li>
 Client Reporting &amp; Digital Engagement: Provide comprehensive overviews of client reporting capabilities and web functionalities to potential new clients, showcasing our commitment to transparency and cutting-edge digital solutions.
 
 
 </li>
 </ul>
 
 Skills &amp; Experience We Are Looking For
 
 
 
 We are seeking a highly driven and intellectually curious professional with a profound passion for financial markets and a commitment to delivering exceptional client service. The ideal candidate will thrive in a fast-paced, collaborative environment, bringing a blend of analytical rigor, strong communication, and commercial acumen.
 
 
 <ul>
 <li>
 Academic Foundation: Possess a bachelor&rsquo;s degree from an accredited institution, providing a strong analytical and conceptual foundation for a career in finance.
 </li>
 <li>
 Dynamic Environment Adaptability: Demonstrate a proven ability to excel in a fast-paced, high-pressure environment, maintaining clarity of thought and effectiveness under demanding circumstances.
 </li>
 <li>
 Market Acumen &amp; Investment Instinct: Exhibit a strong, demonstrable interest in the financial markets, coupled with sound investment sense and commercial instinct to identify opportunities and navigate complexities.
 </li>
 <li>
 Collaborative &amp; Agile Team Player: Possess the ability to effectively multi-task and seamlessly collaborate with numerous colleagues and desks across the Firm, fostering a cohesive and productive work environment.
 </li>
 <li>
 Exceptional Communication Skills: Command strong verbal and written communication skills, capable of articulating complex financial concepts clearly, concisely, and persuasively to diverse internal and external stakeholders.
 </li>
 <li>
 Organizational &amp; Interpersonal Excellence: Demonstrate strong organizational skills, meticulous attention to detail, and superior interpersonal abilities to build rapport and manage relationships effectively.
 </li>
 <li>
 Essential Certifications: Hold or be prepared to obtain within three months of employment the SIE, Series 3, 7, and 63 licenses, underscoring your commitment to regulatory compliance and foundational securities knowledge.
 
 
 </li>
 </ul>
 
 About Goldman Sachs
 
 
 
 At Goldman Sachs, we commit to our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
 
 
 We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
 
 
 We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
 
 
 &copy; The Goldman Sachs Group, Inc. All rights reserved.
 
 
 Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
 
 
 
 Salary Range
 
 
 
 The expected base salary for this Seattle, Washington, United States-based position is $60000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 
 
 
 Benefits
 
 
 
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>

Asset & Wealth Management, Personal Wealth Financial Analyst - Seattle

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Asset & Wealth Management, Personal Wealth Financial Analyst - Seattle