Wealth Business Analyst III

Role Overview

• Deliver analytical and administrative support in the execution of divisional, group, and team initiatives
• Develop and maintain periodic leadership reports and analyses related to business performance
• Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures
• Conduct industry research and competitive analysis as needed
• Perform various administrative tasks such as creating presentations and organizing meetings

Requirements

• Bachelor’s degree in accounting, business or marketing, or equivalent education and related training
• Six or more years of experience in analytical role within financial services industry or other related business
• Demonstrated project management and coordination skills in a professional or financial services environment
• Strong quantitative analysis skills
• Excellent verbal and written communication skills
• Ability to effectively lead meetings with various key partners
• Ability to work independently
• Strong proficiency in basic computer applications, such as Microsoft Office

Benefits

• Medical, dental, vision insurance
• Life insurance
• Disability coverage
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401(k) plan
• Minimum 10 days of vacation
• 10 sick days
• Paid holidays