wealth management analyst

Morgan Stanley

<div>
 <strong>
  Position Summary
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 <strong>
  DUTIES And RESPONSIBILITIES
  <br/>
  <br/>
 </strong>
 Client Service:
 <br/>
 <br/>
 As a key member of the service team, provide coverage for an FA/PWA/team including:
 <br/>
 <br/>
 <ul>
  <li>
   Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
  </li>
  <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>
  <li>
   Remaining current on all policies, procedures and new platforms
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Business Development Support
  <br/>
  <br/>
 </strong>
 <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>
  <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>
  <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>
  <li>
   At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
  </li>
  <li>
   At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
  </li>
  <li>
   Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  EDUCATION, EXPERIENCE, KNOWLEDGE And SKILLS
  <br/>
  <br/>
 </strong>
 Education and/or Experience
 <br/>
 <br/>
 <ul>
  <li>
   2+ years of work experience in a field relevant to the position required
  </li>
  <li>
   Four-year college degree or professional certification preferred
  </li>
  <li>
   Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
  </li>
  <li>
   Additional product licenses may be required
   <br/>
   <br/>
  </li>
 </ul>
 Knowledge/Skills
 <br/>
 <br/>
 <ul>
  <li>
   Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  </li>
  <li>
   Technically proficient and quick learner of new and updated platforms
  </li>
  <li>
   Detail oriented with superior organizational skills and ability to prioritize
  </li>
  <li>
   Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
  </li>
  <li>
   Exceptional writing, interpersonal and client service skills
  </li>
  <li>
   Strong time management skills
  </li>
  <li>
   Team player with the ability to collaborate with others
  </li>
  <li>
   Ability to work in a fast-paced, evolving environment
  </li>
  <li>
   Adaptable and ability to multi-task
  </li>
  <li>
   Goal oriented, self-motivated and results driven
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Reports To
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Business Service Officer
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What You Can Expect From Morgan Stanley
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 <br/>
 <br/>
 Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
</div>


Wealth Management Analyst

Bayut KSA - بيوت السعودية

<div>
 <p>
  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
 </p>
 <p>
  <strong>
   KEY RESPONSIBILITIES
  </strong>
 </p>
 <p>
  <strong>
   Market Research:
  </strong>
 </p>
 <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>
 <p>
  <strong>
   Client Proposals and Pitch Deck Development:
  </strong>
 </p>
 <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>
 <p>
  <strong>
   Reporting and Analysis:
  </strong>
 </p>
 <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>
 <p>
  <strong>
   Special Projects:
  </strong>
 </p>
 <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
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Bachelor's degree in research, business administration, marketing, communications, or a relevant field
  </li>
 </ul>
 <p>
  <strong>
   Experience
  </strong>
 </p>
 <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>
 <p>
  <strong>
   Knowledge
  </strong>
 </p>
 <ul>
  <li>
   In-depth knowledge of research tools and techniques
  </li>
  <li>
   A deep understanding of the real estate market services/products
  </li>
 </ul>
 <p>
  <strong>
   Skills
  </strong>
 </p>
 <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>
 <p>
  <strong>
   Traits
  </strong>
 </p>
 <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
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <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>
 <p>
  #KSABayut
  <br/>
  <br/>
  Bayut is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
 </p>
</div>


Senior Commercial Analyst

LPL Financial

<div><div><div><div><p><b>Where Ambition Meets Innovation</b></p></div><div><p>
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you&rsquo;ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.</p></div><p></p><div><p><b>
Job Overview:</b></p></div><div><p>
The Sr. Analyst, Business Management, will support the Sr. Chief of Staff, and the Group Managing Director, Chief Wealth Officer (&ldquo;CWO&rdquo;), in driving strategic initiatives, project managing key projects, and ensuring the efficient operation of the Wealth Management organization. This role requires a proactive, detail-oriented individual with strong organizational and communication skills, and a background in wealth management.</p></div><p></p><div><p><b>
Responsibilities:</b></p></div><div><ul><li><p><b>
Strategic Support</b>: Assist the Office of the CWO in developing and executing strategic plans and initiatives.</p></li></ul></div><div><ul><li><p><b>
Reporting &amp; Data Analysis</b>: Take a hands-on approach to gathering data from various internal and external sources, rigorously verifying accuracy, and synthesizing findings into clear, actionable reports for a senior executive audience.</p></li></ul></div><div><ul><li><p><b>
Project Management</b>: Support the Office of the CWO with key project information gathering, ensuring timely completion and alignment with organizational goals.</p></li></ul></div><div><ul><li><p><b>
Communication</b>: Serve as a liaison between the Sr. Chief of Staff, and other departments, facilitating effective communication and collaboration.</p></li></ul></div><div><ul><li><p><b>
Meeting Coordination</b>: Organize and coordinate meetings, including preparing agendas, taking minutes, and following up on action items.</p></li></ul></div><div><ul><li><p><b>
Stakeholder Engagement</b>: Build and maintain relationships with internal and external stakeholders to support the Wealth Management division&rsquo;s objectives.</p></li></ul></div><div><ul><li><p><b>
Continuous Improvement</b>: Identify opportunities for process improvements and implement solutions to enhance efficiency</p></li></ul></div><p></p><div><p><b>
What are we looking for?</b></p></div><div><p>
We&rsquo;re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates <b>pursue greatness</b>, <b>act with integrity</b>, and are <b>driven to help our clients succeed</b>. We value those who embrace creativity, continuous improvement, and contribute to a culture where we <b>win together</b> and <b>create and share joy</b> in our work.</p></div><p></p><div><p><b>
Requirements:</b></p></div><div><ul><li><p>
Bachelor&rsquo;s degree in business administration, Finance, or a related field.</p></li></ul></div><div><ul><li><p>
2-4 years of experience in a similar role within the Wealth Management industry.</p></li></ul></div><div><ul><li><p>
2+ years&rsquo; experience in Microsoft Office Suite (Word, Excel, PowerPoint).</p></li></ul></div><div><ul><li><p>
2+ years&rsquo; experience handling highly sensitive and confidential information and initiatives, exercising sound judgment and a high level of discretion.</p></li></ul></div></div><p></p><div><div><p><b>
Core Competencies</b><b>:</b></p></div><div><ul><li><p><b>
Leadership</b>: Demonstrates the ability to lead and influence others; strong project management skills with the ability to manage multiple priorities.</p></li></ul></div><div><ul><li><p><b>
Problem-Solving</b>: Strong analytical and problem-solving skills, with the ability to interpret and present data effectively.</p></li></ul></div><div><ul><li><p><b>
Adaptability</b>: Ability to adapt to changing priorities and work effectively under pressure.</p></li></ul></div><div><ul><li><p><b>
Collaboration</b>: Works well in a team environment and fosters a collaborative culture, leveraging excellent communication and interpersonal skills.</p></li></ul></div><div><ul><li><p><b>
Attention to Detail</b>: Meticulous attention to detail and accuracy.</p></li></ul></div><p></p><div><p><b>
Preferences</b><b>:</b></p></div><div><ul><li><p>
Progress towards obtaining CFP, or relevant advanced degree/designation.</p></li></ul></div><div><ul><li><p>
Experience in wealth management or a related field.</p></li></ul></div><div><ul><li><p>
Knowledge of financial regulations and compliance requirements.</p></li></ul></div></div><p></p><p><b><br>
Pay Range:
</b></p>$72,113-$120,188/year<div><br>
</div>
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play &ndash; such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!<div></div><p><b><br>
Company Overview:</b></p><p>
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.</p><p></p><p>
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.</p><p></p><p>
For further information about LPL, please visit www.lpl.com.</p><p></p><p><b>
Join LPL Financial: Where Your Potential Meets Opportunity</b></p><p>
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation&rsquo;s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.</p><p></p><p><b>
Why LPL?</b></p><ul><li><p><b>
Innovative Environment:</b> We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!</p></li><li><p><b>
Limitless Career Potential:</b> Your career at LPL has no limits, only amazing potential. Learn more about our careers here!</p></li><li><p><b>
Unified Mission:</b> We are one team on one mission&mdash;taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!</p></li><li><p><b>
Impactful Work:</b> Our size is just right for you to make a real impact. !</p></li><li><p><b>
Commitment to Equality:</b> We support workplace equality and embrace diverse perspectives and backgrounds. !</p></li><li><p><b>
Community Focus:</b> We care for our communities and encourage our employees to do the same. !</p></li><li><p><b>
Benefits and Total Rewards:</b> Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !</p></li></ul><p></p><p>
Join the LPL team and help us make a difference by turning life&rsquo;s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.</p><p></p><p><b>
Information on Interviews:</b></p><p>
LPL will only communicate with a job applicant directly from an <b>@lplfinancial.com</b> email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant&rsquo;s bank or credit card. Should you have any questions regarding the application process, please contact LPL&rsquo;s Human Resources Solutions Center at (855) 575-6947.</p><p></p><p>
EAC12.9.25</p></div></div><p></p>

Sr. Analyst - Business Management

Ameriprise Financial

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.</p><p></p><p><b>
Job Description</b></p><p></p>
As a Senior Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice &amp; Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience</p></li><li><p>
Provide data quality oversight, escalation support, process and procedure development, and back-up support to &ldquo;business and usual&rdquo; performance reporting operational tasks.</p></li><li><p>
Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data</p></li><li><p>
In collaboration with other business units, participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform</p></li><li><p>
Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform</p></li></ul><p></p><p>
The team is headquartered in Minneapolis, MN. Candidates may also sit in the Charlotte, NC office, with regular virtual collaboration via Microsoft Teams.</p><p></p><p><b>
Required Qualifications</b></p><ul><li><p>
5+ years of experience in the financial services industry</p></li><li><p>
Bachelor's Degree or equivalent experience</p></li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li><p>
Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred)</p></li><li><p>
Knowledge in investment concepts, practices, procedures, management operations and tools</p></li><li><p>
Experience with both account level performance and product level composite performance.</p></li><li><p>
Conceptual and practical understanding of money-weighted and time-weighted return methodologies, performance characteristic metrics (e.g. alpha, beta), asset allocation, and benchmarking.</p></li><li><p>
Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, &amp; FactSet)</p></li><li><p>
Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards</p></li><li><p>
Understanding of Global Investment Performance Standards (GIPS) and ability to apply the standards to performance calculations and representations</p></li><li><p>
Knowledge of practices and procedures of retail-oriented investment products and financial planning</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, senior management and vendors</p></li><li><p>
Ability to effectively and efficiently multi-task between different projects and recurring tasks</p></li><li><p>
Ability to execute on small to large scale projects with limited supervision</p></li><li><p>
Ability to establish and maintain strong relationships with vendors and across the organization</p></li><li><p>
Strong leadership skills to effectively guide junior colleagues. This is a leadership role. While it does not include direct people management, the selected candidate will lead through influence, collaboration, and subject matter-expertise</p></li><li><p>
Ability to stay current with regulatory requirements and best practices</p></li></ul><p></p><p><b>
Visa Sponsorship</b></p><p>
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).</p><p></p><p><b><br>
In-Office Collaboration</b></p><p>
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders &mdash; clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.</p><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $100,000 - $115,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>FPPS Wealth Management Solutions<p></p><p><i>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.</i></p><p></p><p><i>
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</i></p></div>

Senior Analyst, Investment Performance

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  YOUR IMPACT
  <br/>
  <br/>
 </strong>
 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. This role is in our Goldman Partner Office (GPO).
 <br/>
 <br/>
 <strong>
  OUR IMPACT
  <br/>
  <br/>
 </strong>
 <strong>
  Wealth Management
  <br/>
  <br/>
 </strong>
 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. 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.
 <br/>
 <br/>
 <strong>
  Private Wealth Management (PWM)
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 <strong>
  Goldman Partner Office (GPO) - Invest
  <br/>
  <br/>
 </strong>
 The Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. Our Private Wealth Advisors partner with GPO&rsquo;s financial planning arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm&rsquo;s partners, serving as &ldquo;CIO&rdquo; and &ldquo;CFO&rdquo; to help our clients reach their personal wealth goals.
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 <strong>
  How You Will Fulfill Your Potential
  <br/>
  <br/>
 </strong>
 <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
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills &amp; Experience We're Looking For
  <br/>
  <br/>
 </strong>
 <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)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Goldman Sachs
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 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.html
 <br/>
 <br/>
 &copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.
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 <br/>
 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.
</div>


Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - Dallas

CIBC

<div><div>We&rsquo;re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what&rsquo;s right for our clients.</div><div></div><div>
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.</div><div></div><div>
To learn more about CIBC, please visit <div>CIBC.com</div></div><div></div><div>
What you'll be doing</div><div></div><div>
As a Client Investment Analyst at CIBC Private Wealth Management, you will play a key role in delivering high-quality investment services to our clients. You will be responsible for preparing client-facing performance reports, supporting the investment management team, and monitoring portfolios and allocations. You will help keep the office and firm informed on assets under management, strategy performance, and account activity.</div><div></div><div><i>
At CIBC we enable the work environment </i><i>most optimal for</i><i> you to thrive in your role. To successfully perform the work, you will be on-site full-time.</i></div><div></div><div>
How you'll succeed</div><ul><li><div>
Performance Reporting &ndash; Generate, prepare, update, and maintain client performance reporting, including mutual funds, proprietary CIBC Private Wealth Management funds, alternative investments, asset allocation snapshots and transitions, and total portfolio performance.</div></li><li><div>
Data Analysis &ndash; Utilize internal systems, Bloomberg Terminal, and third-party sources to gather data for comprehensive reporting and analysis.</div></li></ul><ul><li><div>
Excel Proficiency &ndash; Leverage your expertise in Excel to generate, update, and maintain reports that provide insights into client portfolios and investment performance.</div></li><li><div>
Portfolio Monitoring &ndash; Monitor client asset allocations to ensure adherence to investment policy statements and internal strategies and rebalance allocations by buying or selling securities when necessary.</div></li><li><div>
Strategy Reporting &ndash; Create periodic strategy performance reports for internal and external strategies, providing senior leadership with updates on performance, assets under management, and related metrics.</div></li><li><div>
Client Communication &ndash; Provide clients with regular updates on their portfolios and investment performance, ensuring they are informed and confident in their financial strategies.</div></li><li><div>
Team Collaboration &ndash; Work closely with portfolio managers, senior analysts, and other team members to deliver high-quality investment services and client solutions.</div></li><li><div>
Market Research &ndash; Conduct research and analysis on various asset classes, including equities, fixed income, and alternative investments, to support investment decisions.</div></li><li><div>
Investment Evaluation &ndash; Evaluate investment opportunities and provide well-supported recommendations to senior analysts and portfolio managers.</div></li></ul><div></div><div>
Who you are</div><ul><li><div>
You have a degree in accounting, finance, or economics.</div></li><li><div>
You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.</div></li><li><div>
You can demonstrate experience in financial modeling and analysis tools. It&rsquo;s an asset if you have proficiency in Excel, Bloomberg, or similar platforms.</div></li><li><div>
You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.</div></li><li><div>
You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can provide quantitative reasoning and have the ability to work with and manipulate quantitative data.</div></li><li><div>
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do.</div></li><li><div>
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.</div></li></ul><div></div><div><div>
California residents &mdash; your privacy rights regarding your actual or prospective employment</div></div><div></div><div><i>
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $60,000.00 - $65,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible </i><i>to participate in</i><i> the relevant business unit&rsquo;s incentive compensation plan, which may also include a discretionary </i><i>bonus component.</i><i> CIBC offers a full range of benefits and programs to meet our employee&rsquo;s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other </i><i>special perks reserved</i><i> for our team members.</i></div><div></div><div><i>
This position does not offer visa sponsorship.</i></div><div></div><div>
#LI-TA</div><div></div><div>
What CIBC Offers</div><div></div><div>
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.</div><ul><li><div>
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.</div></li><li><div>
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.</div></li><li><div>
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.</div></li></ul><div></div><ul><li>Subject to plan and program terms and conditions</li></ul><div></div><div>
What you need to know</div><ul><li><div>
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact <div>Mailbox.careers-carrieres@cibc.com</div></div></li><li><div>
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.</div></li><li><div>
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.</div></li></ul><div></div><div>
Job Location</div>
TX-11 Greenway Plaza<div></div><div>
Employment Type</div>
Regular<div></div><div>
Weekly Hours</div>
40<div></div><div>
Skills</div>
Analytical Thinking, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Standards Compliance</div>

Client Investment Analyst

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Asset &amp; Wealth Management, Fixed Income &ndash; Municipal Client Portfolio Management
  <br/>
  <br/>
 </strong>
 <strong>
  Role Overview
 </strong>
 As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an instrumental force in crafting compelling narratives and essential materials that bring our fixed income strategies to life. Collaborating closely with portfolio managers, traders, and senior CPMs, you will contribute significantly to the development of insightful market perspectives and impactful marketing content. This role is an exciting opportunity for a highly organized, detail-oriented team player with strong analytical skills and a genuine passion for financial markets. You'll thrive in a fast-paced, dynamic environment, mastering new concepts quickly, and playing a vital role in an established, high-growth business by ensuring our investment story resonates through exceptional content.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Content Creation &amp; Storytelling: Play a pivotal role in developing and executing compelling marketing materials, including pitchbooks, presentations, commentaries, and website content. Craft engaging thematic content that effectively communicates our investment expertise and differentiates our Fixed Income strategies.
  </li>
  <li>
   Market Research &amp; Insights Support: Conduct in-depth research on fixed income markets, economic indicators, and competitor strategies to support the team's understanding of the competitive landscape and market trends. Assist in gathering data and insights that inform portfolio positioning and investment strategy.
  </li>
  <li>
   Material Enhancement &amp; Design: Collaborate with senior CPMs and design teams to ensure all internal and external-facing materials are visually appealing, accurate, and consistent with brand guidelines. Focus on refining presentations and documents to maximize impact and clarity.
  </li>
  <li>
   Internal Communication Support: Support the creation of internal educational materials and updates for sales teams and other stakeholders, helping them understand our focused products and investment strategies.
  </li>
  <li>
   Data Analysis &amp; Reporting: Assist in collecting, analyzing, and presenting performance data and market trends for various fixed income strategies, contributing to regular reports and ad-hoc requests.
  </li>
  <li>
   Collaboration on Strategic Projects: Work alongside portfolio managers, strategists, and senior CPMs on various team-related projects, contributing to product development support, platform enhancements, and process optimization initiatives.
  </li>
  <li>
   Subject Matter Learning: Develop a strong foundational understanding of GSAM's Fixed Income Solutions investment strategies, actively learning from senior team members to build expertise.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   0 to 2 years of experience in the financial services industry, with a strong interest in fixed income.
  </li>
  <li>
   Foundational understanding of financial markets; eagerness to develop in-depth knowledge of fixed income.
  </li>
  <li>
   Strong written communication skills, with a keen eye for detail and the ability to articulate complex ideas clearly and concisely in written form.
  </li>
  <li>
   Proficiency in PowerPoint, with a demonstrated ability to create clear, professional, and visually engaging presentations.
  </li>
  <li>
   Proficiency in Microsoft Excel for data analysis and reporting.
  </li>
  <li>
   Highly self-motivated, organized, and detail-oriented, capable of managing multiple tasks and prioritizing effectively in a dynamic environment.
  </li>
  <li>
   Strong analytical and problem-solving aptitude, with a desire to learn and apply new concepts.
  </li>
  <li>
   A genuine passion for financial markets and a proactive approach to continuous learning.
  </li>
  <li>
   FINRA Series 7 and 63 licenses (or willingness to obtain within a specified timeframe).
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $85000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 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, Fixed Income – Municipal Client Portfolio Management, Analyst - New York

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