wealth management analyst

Goldman Sachs

<div>
 
 Job Description
 
 
 
 
 YOUR IMPACT
 
 
 
 Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
 
 
 
 OUR IMPACT
 
 
 
 
 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.
 
 
 
 Private Wealth Management (PWM)
 
 
 
 Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, 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.
 
 
 
 How You Will Fulfill Your Potential
 
 
 
 <ul>
 <li>
 Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
 </li>
 <li>
 Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
 </li>
 <li>
 Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm&rsquo;s strategic views
 </li>
 <li>
 Prepare client-facing materials depicting asset allocation and performance
 </li>
 <li>
 Diligence internal and third-party investment opportunities across the public and private markets
 </li>
 <li>
 Synthesize research material and communicate firm views to clients
 </li>
 <li>
 Support business development efforts by researching qualified prospects and tracking relevant capital raises
 
 
 </li>
 </ul>
 
 Skills &amp; Experience We&rsquo;re Looking For
 
 
 
 <ul>
 <li>
 Bachelor's Degree required
 </li>
 <li>
 Ability to work in a fast-paced environment and think clearly under pressure
 </li>
 <li>
 Strong interest in the financial markets and good investment sense/commercial instinct
 </li>
 <li>
 Ability to multi-task and work with numerous colleagues and desks across the Firm
 </li>
 <li>
 Strong verbal and written communication skills
 </li>
 <li>
 Strong organizational and interpersonal skills
 </li>
 <li>
 SIE, Series 7 and 63 required (must be obtained within three months of employment)
 
 
 </li>
 </ul>
 
 About Goldman Sachs
 
 
 
 At Goldman Sachs, we commit 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'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.htl
 
 
 &copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.
 
 
 Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
 
 
 
 Salary Range
 
 
 
 The expected base salary for this New York, New York, United States-based position is $75000-$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, Private Wealth Management, Financial Analyst - New York

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

Bayut KSA - بيوت السعودية

<div>
 
 As the Senior Commercial Analyst in Wealth Management, you will be the strategic commercial partner responsible for driving research and informed decision-making within the wealth division. You will be involved in complex 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>
 5-10 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 organisational 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 organised 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>

Senior Commercial Analyst

<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

JPMorganChase

<div>JOB DESCRIPTION 
We are looking for a motivated and detail-oriented Data Feeds Analyst to join our team. In this role, you will be responsible for managing and optimizing data feed operations to ensure timely and accurate delivery of data to our clients. You will serve as a key point of contact for data feed-related requests and play an active role in driving process improvements across the team.
As a Data Feeds Analyst in the Data Operations function, you will play a critical role in ensuring the seamless flow of data between the organization and its clients. Acting as the primary point of contact for data feed requests, the analyst is responsible for managing multiple feed queues, maintaining data integrity, and ensuring timely delivery in line with client expectations.
Job Responsibilities:<ul><li>
Beyond day-to-day operations, the Data Feeds Analyst is expected to grow into a Subject Matter Expert, developing deep knowledge of the firm's data feed infrastructure, tools, and processes.
</li><li>This expertise positions the analyst as a trusted resource for both internal teams and external clients, enabling effective issue resolution and informed decision-making.</li><li>
The role also carries a continuous improvement mandate, the analyst is empowered to identify inefficiencies in existing workflows and take ownership of implementing solutions that enhance operational performance and client satisfaction.
</li><li>Bridges the gap between operational execution and strategic process development, making it a key contributor to the broader data operations strategy.</li><li>
Detail oriented with strong communication and presentation skills.</li><li>
Banking/Financial Services experience.</li></ul>
Preferred qualifications, skills, and capabilities:<ul><li>
Project Automation</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>

Client Data Analyst

<div>
 
 Job Description
 
 
 
 We are looking for a motivated and detail-oriented Data Feeds Analyst to join our team. In this role, you will be responsible for managing and optimizing data feed operations to ensure timely and accurate delivery of data to our clients. You will serve as a key point of contact for data feed-related requests and play an active role in driving process improvements across the team.
 
 
 As a Data Feeds Analyst in the Data Operations function, you will play a critical role in ensuring the seamless flow of data between the organization and its clients. Acting as the primary point of contact for data feed requests, the analyst is responsible for managing multiple feed queues, maintaining data integrity, and ensuring timely delivery in line with client expectations.
 
 
 
 Job Responsibilities
 
 
 
 <ul>
 <li>
 Beyond day-to-day operations, the Data Feeds Analyst is expected to grow into a Subject Matter Expert, developing deep knowledge of the firm's data feed infrastructure, tools, and processes.
 </li>
 <li>
 This expertise positions the analyst as a trusted resource for both internal teams and external clients, enabling effective issue resolution and informed decision-making.
 </li>
 <li>
 The role also carries a continuous improvement mandate, the analyst is empowered to identify inefficiencies in existing workflows and take ownership of implementing solutions that enhance operational performance and client satisfaction.
 </li>
 <li>
 Bridges the gap between operational execution and strategic process development, making it a key contributor to the broader data operations strategy.
 </li>
 <li>
 Detail oriented with strong communication and presentation skills.
 </li>
 <li>
 Banking/Financial Services experience.
 
 
 </li>
 </ul>
 
 Preferred Qualifications, Skills, And Capabilities
 
 
 
 <ul>
 <li>
 Project Automation
 
 
 </li>
 </ul>
 
 About Us
 
 
 
 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.
 
 
 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.
 
 
 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
 
 
 
 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>

Envestnet

<div>
 
 Description
 
 
 
 Envestnet is seeking a
 
 Data Analyst II
 
 to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.
 
 
 Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions &ndash; backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation&rsquo;s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet&rsquo;s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
 
 
 
 Envestnet&rsquo;s Strategy
 
 
 
 <ul>
 <li>
 Deliver the industry-leading wealth management platform, powered by advanced data and insights
 </li>
 <li>
 Leverage our scale and efficiencies to serve our clients&rsquo; needs comprehensively
 </li>
 <li>
 Enable financial advisors to deliver more holistic advice &ndash; reflecting a more complete view of their clients&rsquo; financial lives, and in a more connected environment
 
 
 </li>
 </ul>
 For more information, please visit www.envestnet.com.
 
 
 
 Job Summary
 
 
 
 Envestnet is looking for a Data Analyst II to work our Product Team to achieve strategic objectives around data quality and enrichment. As a Data Analyst II, you will support the development of data-driven, analytical solutions related to our platform and perform effective evaluation of output quality against business targets.
 
 
 
 Job Responsibilities
 
 
 
 <ul>
 <li>
 Partner with stakeholders (Product, Data Science, Sales, Professional Services, and Client Services) in the delivery of analytics that will strengthen our data products and reduce client support requests.
 </li>
 <li>
 Collaborate with Product Management, Data Science, and Engineering teams to define, scope, and develop new features &amp; functionality geared towards the platform.
 </li>
 <li>
 Perform Data Analysis, Joins, Aggregations and Sub Queries.
 </li>
 <li>
 Monitor platform performance and calculate accuracy metrics.
 </li>
 <li>
 Provide clear, insightful interpretation of available internal and external data.
 </li>
 <li>
 Use data to create models that depicts trends.
 </li>
 <li>
 Perform data quality and accessibility testing and verification of data sets.
 </li>
 <li>
 Interact with external clients on a weekly basis by providing timely and professional updates.
 </li>
 <li>
 Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training &amp; awareness, affirmations and testing as requested.
 </li>
 <li>
 As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
 
 
 </li>
 </ul>
 
 Required Qualifications
 
 
 
 <ul>
 <li>
 3+ Years of experience in Data Analysis and/or Data Science
 </li>
 <li>
 Strong SQL skills
 </li>
 <li>
 Familiarity with DBT is a plus
 </li>
 <li>
 Familiarity with, or the desire to learn Python for data analysis
 </li>
 <li>
 Experience manipulating and analyzing large and complex data sets
 </li>
 <li>
 Understanding of data quality (DQ) concepts and a familiarity with DQ tools/methods
 </li>
 <li>
 Passion for working with data &amp; a strong attention to detail
 </li>
 <li>
 The ability to identify trends and patterns of information
 </li>
 <li>
 An understanding of general landscape for data science and opportunities within AI
 
 
 </li>
 </ul>
 
 Envestnet
 
 
 
 <ul>
 <li>
 Be a member of an innovative and industry leading financial technology and solutions company
 </li>
 <li>
 Competitive Compensation/Total Reward Packages that include:
 </li>
 <ul>
 <li>
 Health Benefits (Health/Dental/Vision)
 </li>
 <li>
 Paid Time Off (PTO) &amp; Volunteer Time Off (VTO)
 </li>
 <li>
 401K &ndash; Company Match
 </li>
 <li>
 Annual Bonus Incentives
 </li>
 <li>
 Parental Stipend
 </li>
 <li>
 Tuition Reimbursement
 </li>
 <li>
 Student Debt Program
 </li>
 <li>
 Charitable Match
 </li>
 <li>
 Wellness Program
 
 </li>
 </ul>
 </ul>
 Envestnet is an Equal Opportunity Employer.
 
 
</div>

Data Analyst II

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10000 wealth management analyst jobs Near Me

Asset & Wealth Management, Private Wealth Management, Financial Analyst - New York

Capital Markets/Wealth Management Business Analyst

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