8 дней назад
Asset & Wealth Management, Multi-Asset Solutions, Business Unit COO Team, Analyst (Financial Services)
85 000 - 110 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Asset & Wealth Management, Multi-Asset Solutions, Business Unit COO Team, Analyst (Financial Services): Supporting strategic planning, KPI reporting, operational optimization, governance, risk management, and data integrity for a multi-asset investment platform with an accent on executive analytics, workflow digitization, and operational controls. Focus on analyzing business performance, improving portfolio and reporting workflows, maintaining accurate metadata, and translating complex data into leadership decisions.
Location: New York, NY, United States; onsite office position
Salary: $85,000–$110,000 base salary per year, plus potential discretionary bonus
Company
is a global investment banking, securities, and investment management firm providing investment and advisory services across traditional and alternative asset classes.
What you will do
- Support strategic business planning, operating model assessments, and platform growth initiatives across multi-asset investment mandates.
- Compile and analyze executive KPIs, business dashboards, fee and revenue models, assets under management, and flows reporting.
- Identify bottlenecks in portfolio onboarding, reporting, and trading workflows and coordinate platform enhancements with Engineering, Operations, and Product teams.
- Support business risk assessments, supervisory procedures, entitlement reviews, regulatory compliance, and operational controls.
- Maintain the integrity and consistency of business metadata across pipeline, onboarding, profitability, and leadership analytics systems.
- Manage business unit administration, entitlement approvals, expense governance, and presentations for strategic reviews and town halls.
Requirements
- Bachelor’s degree in Finance, Economics, Operations, Data Analytics, or a related field.
- 1–3 years of experience in financial services, asset management, management consulting, or corporate strategy.
- Strong quantitative, analytical, problem-solving, communication, organization, and follow-through skills.
- Advanced Microsoft Excel skills for financial and operational modeling and PowerPoint skills for executive presentations.
- Ability to distill complex data into actionable leadership summaries and handle sensitive business information with discretion.
- Ability to manage competing priorities and deliver under tight deadlines in a dynamic investment environment.
Nice to have
- Familiarity with Tableau, Power BI, Alteryx, or SQL.
- Interest in workflow automation and modern financial technologies.
Culture & Benefits
- Professional training and development opportunities.
- Firmwide employee networks and diversity and inclusion initiatives.
- Benefits, wellness, personal finance, and mindfulness programs.
- Reasonable accommodations are available during the recruiting process for candidates with special needs or disabilities.
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