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Wealth Management Innovation Analyst Jobs in New York

Wealth Management/Investment Analyst
By Lead Advisor At New York City Metropolitan Area, United States
Ensure rebalancing, other trade orders and distributions are executed properly with direction from the CIO and wealth management advisors
Has 3+ years investment industry experience
Is highly detail oriented, procedural with excellent organizational skills
The core responsibilities of the role (but not limited to):
Conduct portfolio analysis and follow up research
Create investment proposals and recommendations for clients
Asset & Wealth Management - M&A Strategic Investments Analyst
By JPMorgan Chase & Co At , New York, 10179 $99,750 - $105,000 a year
Strong communication and presentation skills, and confidence presenting to and working closely with senior management
Experience in investment banking, private equity, corporate development and/or strategy or management consulting
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
Strong organization skills, including ability to manage multiple projects and competing priorities in parallel
Financial services background (and especially asset and wealth management(and/or fintech) preferred, but not mandatory
Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/ Sr. Analyst - New York
By Goldman Sachs At , New York, 10282
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Leverage your operational background and experience to contribute to a growing business
Manage advisory business implementation and rebalancing
Manage cash balances and private banking services in accounts
Plan and manage new account on boarding process
Provide overview of client reporting and web capabilities to potential new clients
Asset & Wealth Management - M&A Strategic Investments Analyst
By JPMorgan Chase & Co. At New York, NY, United States
Strong communication and presentation skills, and confidence presenting to and working closely with senior management
Required Qualifications, Capabilities, And Skills
Preferred Qualifications, Capabilities, And Skills
Strong organization skills, including ability to manage multiple projects and competing priorities in parallel
E xperience in investment banking, private equity, corporate development and/or strategy or management consulting
Financial services background (and especially asset and wealth management(and/or fintech) preferred, but not mandatory
Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/ Sr. Analyst - New York
By Goldman Sachs At New York, NY, United States
Leverage your operational background and experience to contribute to a growing business
Manage advisory business implementation and rebalancing
Manage cash balances and private banking services in accounts
Plan and manage new account on boarding process
Provide overview of client reporting and web capabilities to potential new clients
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Operational Risk Analyst/Wealth Management
By Lenmar Consulting Inc At New York, NY, United States
Outstanding time management skills and sound judgment
Advanced MS Excel skills to analyze data and produce reports
Experience in policy / procedure / document writing
Strong analytical and excel skills including pivot tables, vlookups, etc.
Excellent verbal / written communication skills with ability to tailor message to audience
Detail-oriented and thorough with strong organizational skills
Asset & Wealth Management, Fund & Info Management Analyst, New York
By Goldman Sachs At New York, NY, United States
Public Accounting / Asset Management experience preferred
Creating management presentations/responding to ad hoc requests and preparing analyses for same
Additional responsibilities will be based on the needs of the division and the candidate’s specific skills
Supporting/furthering technology initiatives related to the above responsibilities
Bachelor’s Degree in Accounting, Finance or other business discipline
Strong analytical skills and detail orientation
Asset & Wealth Management, Strategy Analyst, New York
By Goldman Sachs At New York, NY, United States
1-2 years of experience (preferred: investment banking, equity research, top tier consulting, or asset management)
Robust analytical, quantitative, and technical abilities(including strong excel skills); financial modeling experience a plus
Background or strong interest in the asset & wealth management industry
Strong communication skills, including the ability to synthesize complex analyses into concise takeaways
Experience with Morningstar, FactSet, Visible Alpha, and other market data providers a plus
Conduct in-depth competitor analysis and benchmarking; regular monitoring of key competitors’ earnings results, investor presentations, etc.
Asset & Wealth Management - M&A Strategic Investments Analyst
By JPMorgan Chase Bank, N.A. At , New York, Ny $99,750 - $105,000 a year
Strong communication and presentation skills, and confidence presenting to and working closely with senior management
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
Strong organization skills, including ability to manage multiple projects and competing priorities in parallel
E xperience in investment banking, private equity, corporate development and/or strategy or management consulting
Financial services background (and especially asset and wealth management(and/or fintech) preferred, but not mandatory
Wealth Management - Market Intelligence, Global Investment Strategy - Analyst
By JPMorgan Chase Bank, N.A. At , New York, Ny $100,000 - $110,000 a year
Required Qualifications, Skills and Capabilities
Broad understanding of J.P. Morgan Private Bank and Wealth Management platforms, including internal processes, products, and platform.
Delivering our Global Investment Strategy view via Top Market Takeaways, Key Investment Themes and other team publications both internally and externally.
Assisting in crafting the market and investments narrative and delivering our cross-asset outlook.
Conducting original data analysis and formulating insightful charts.
Responding to developing macroeconomic, market, and geopolitical situations to communicate to our GIS views, proactively and reactively.
Wealth Management Analyst* Jobs
By Morgan Stanley At , New York, 10036, Ny
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Identifies and implements practice management opportunities by interfacing with various departments across the firm
Proactively participates in firm initiatives directed by local management
Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint)
2+ years of work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Wealth Management Operations Analyst
By Atlantic Group At New York, NY, United States
$4B investment firm offering Asset Management and Advisory Services across both public and private markets
Assist in the monthly pricing, valuation and portfolio management reporting process
Act as liaison between portfolio management, compliance and accounting teams
• Experience with Schwab and Fidelity is a plus
Coordinate settlement of all trades across the portfolio
Complete daily cash and position reconciliations between internal portfolio software platform, general ledger system and custodian banks
J.p. Morgan Wealth Management - Business Analyst
By JPMorgan Chase Bank, N.A. At , New York, Ny $71,250 - $115,000 a year
3+ years of experience in project management and financial services, preferably wealth management and financial planning
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
J.P. Morgan Wealth Management team
Support and manage end-to-end implementation of strategic initiatives in partnership with the team
Bachelor's degree or equivalent experience required
Wealth Management Risk Analyst
By Morgan Stanley At New York, NY, United States
A working knowledge of financial instruments and financial risk management concepts, with a desire to acquire deeper proficiency
Leadership and project management skills
Bachelor’s Degree; Advanced Degree and/or Certifications in relevant field would be preferred)At least five years of relevant work experience
Ability to navigate sensitive conversations with management teams surround performance and/or risk
Experience in visualizing data for reporting and end user analysis, using tools like Tableau, Dataiku, excel and power point
Excellent written and verbal communication skills
Latam Citi Wealth Management Full Time Analyst - New York (North America - 2023)
By Citi At New York, NY, United States
Have a well-rounded Wealth Management experience across our core products: Banking, Investments, Lending and Wealth Planning
Deliver wealth management services to clients with guidance from the Banker teams
We provide you with the knowledge and skills you need to succeed.
Strong interpersonal and relationship-building skills *
Partner with private bankers, investment professionals and other product specialists to deliver tailored and robust client solutions
Leverage Citi’s proprietary asset allocation model and analytical tools to optimize clients’’ portfolios
Wealth & Asset Management Analyst
By Glen Recruitment At New York, United States
Minimum of 5 years’ experience of researching trends in the Wealth & Asset Management industry
Experience in interacting with senior business leaders, leading conversations, and offering differentiating perspectives
Strong analytic capabilities including surveying and data storytelling abilities
Able to translate big picture thinking and explain complex concepts into crisp, clear, concise and graphic-rich communications
Functional Analyst With Wealth Management
By Cygnus Professionals At , New York, Ny

Title: Functional Analyst with Wealth Management Location: NYC (Day 1 Onsite – Hybrid mode of working min 2 days in office) Duration: 6 months CTH Mandatory Skill – TCS BaNCS BA or Functional ...