- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the team. + Creates detailed business requirements for functional (eg, business processes, rules) and non-functional (eg, data , security) capabilities. + ... estimates, project schedules and implementation plans for technical solutions. **Skills:** + Business analysis, data analysis, project management. - Required +… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by… more
- M&T Bank (Buffalo, NY)
- …for conducting strategic and ad hoc analyses / report development across the Wealth Management Division to answer critical business questions and provide ... acquisition, cross-sell, and retention opportunities. + Collaborate with partners across the Wealth Management division to provide data driven insight and… more
- KeyBank (New York, NY)
- …capturing, and delivering high "mission value added" projects for the Family Wealth business . **Essential Job Functions** + Responsible for executing projects ... York 10019 KeyBank is seeking a strategic and dynamic Wealth Management, Family Wealth Senior Analyst...candidate will have a strong background in project management, data analysis and putting insights into action, business… more
- JPMorgan Chase (Columbus, OH)
- **Job Description** The JP Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients. As ... and support of the Lending Specialist organization. As an Analyst within Wealth Management Lending Solutions, you...will partner closely with senior Lending Specialists to provide business support, data insights, client and advisor… more
- Huntington National Bank (Columbus, OH)
- Description + Reporting to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to ... wealth products based on a deep understanding of business drivers, competition, and stakeholder needs. + Help drive...in alignment with business strategy. + Identify business challenges and opportunities for improvement using data… more
- BMO Financial Group (Minneapolis, MN)
- …planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio ... to clients to enhance the overall experience. + Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. + Assist… more
- Regions Bank (Birmingham, AL)
- …Description:** At Regions, the Business Intelligence Analyst drives business decisions by providing quantitative and qualitative data analysis. This ... intelligence reporting tools + Serves as an enterprise data liaison for the business unit + Assists in the preparation of visual reports/presentations… more
- Tompkins Community Bank (Ithaca, NY)
- …needed. Responsibilities + Produce and analyze reports including but not limited to business development, system data accuracy, benchmarking data input, ... will lea d the creation of reports for the business development report , general financial reporting and system... development report , general financial reporting and system data reporting by working closely with the TFA Compliance… more
- Athene (Conshohocken, PA)
- …of the Global Wealth team, focusing on expanding the Apollo IDF business through Athene and third-party carriers. The role will provide operational support to ... sales partners within Global Wealth , Athene, and Apollo, while also coordinating with external...external distributors to drive the growth of the IDF business . Accountabilities: * Process Athene Altitude new business… more
- Citigroup (Tampa, FL)
- … metrics and generate regular and ad hoc control reporting to various business units. Identifies inconsistencies in data and formulates solutions and options. ... of investment complaints for a retail broker dealer/RIA and insurance agency business ; coordination of the day-to-day activities of the complaint intake function for… more
- Neuberger Berman (New York, NY)
- …directly involved in investment-related activities for a growing Private Wealth business . **Responsibilities:** + Compile and analyze data to assist in the ... December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business . Managing $70b+ in client assets across… more
- Truist (Atlanta, GA)
- …investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers ... and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high-quality service level to our Wealth clients. Essential… more
- JPMorgan Chase (New York, NY)
- …capabilities, and skills:** + A minimum of 2 years of product management or business analyst experience with a strong analytical background + Understand the ... seamless to establish new investment accounts with JP Morgan Wealth Management. Across web, mobile and internal platforms, for...that are delightful to use and impactful for the business , while still meeting the requirements of controls, ops,… more
- Citigroup (New York, NY)
- The Strategy Senior Lead Analyst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... . Typically a small number of people within the business that provide the same level of expertise. Excellent...performed, and methods, equipment, and personnel used. + Analyze data gathered and develop solutions or alternative methods of… more
- Citigroup (Tampa, FL)
- …us back in the past. The team is looking for a growth-oriented and curious senior data analyst who will: + _Hunt for the right solutions_ - collaborate with team ... complete information in a timely manner, and use that data to inform our business -as-usual operations and...and presentation materials related to the project. **Qualifications** The data analyst is expected to have: +… more
- Broadridge Financial Solutions (Newark, NJ)
- …along the way, come join the Broadridge team. Within the Digital Transformation organization, the Business Analyst - Data will provide strategic business ... activities and managing risks throughout the program. Responsibilities: The Business Analyst - Data is...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Citigroup (New York, NY)
- …field + 5+ years of experience in in a business / data analyst role, ideally within the Wealth Management environment. + Strong coding and scripting ... We are seeking a detail oriented and technically skilled Business Analytics team member to join our Data...driven solutions. You will work closely with the Deposits business in Wealth Management to gather requirements,… more
- US Bank (Minneapolis, MN)
- …, Corporate, Commercial and Institutional Banking (WCIB) Risk Management is seeking a Risk Data Analyst candidate. The role will report to the WCIB Risk ... goals whenever and wherever they want. WCIB offers comprehensive wealth management services to individuals and families across a...analysts in support of the development and delivery of data solutions to address business and regulatory… more
- University of Pennsylvania (Philadelphia, PA)
- …health and wellness programs and resources, and much more. Posted Job Title Lead Data Analyst , Graduate Student Affairs, Wharton School Job Profile Title Data ... Summary Founded in 1881 as the world's first collegiate business school, the Wharton School of the University of...and cultures. To learn more, visit www.wharton.upenn.edu. The Lead Data Analyst role will be an integral… more
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