FBM & Practice Strategy Analytics & Operations, Client Segments, Analyst, Wealth Management
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Job Description
Structured overview of role & requirementsAbout This Role
Lead analysis, reporting, and insights on Wealth Management Home Office trends and activities driving business results.
Collaborate with corporate partners (HR, Finance, FA Compensation) and global teams to produce and distribute management reports on daily to quarterly basis.
Develop, implement, and present key metrics and data to senior management, ensuring output accuracy via multiple data sources.
Minimum Requirements
1-3 years of experience in Wealth Management or relevant industry.
Bachelor’s degree mandatory.
Proven strong organizational, project management, and analytical skills.
Work Experience Required: 1-3 years in Wealth Management or Industry.
Ideal Candidate Profile
Experience collaborating across multiple global teams (Mumbai, NY/NJ, Budapest) and corporate partners.
Capacity to drive actionable insights and recommendations based on data investigation and trend analysis.
Demonstrates ownership, accountability, and ability to manage multiple priorities with high attention to detail in a fast-paced environment.