Business Analyst w/Wealth Management
Accord Tecnologies.Inc New York
Business Analyst w/Wealth Management Location: NYC 3 Days Hybrid from Day 1 Need Only Locals Must-Have Skills Good-To-Have Skills Strong BA (Analytical, Problem Solving, Organizational Skills, Process Oriented, Functional & Technical in some areas) Excellent oral and written communication skills Domain experience in Wealth Management is mandatory.
Data Analysis skills Candidate needs to have good product vision, i.e. the ability to approach new products holistically instead of having narrow focus purely at feature level. Ability to ask questions and be curious, want to know the Why? Has experience in working on enterprise delivery projects 1.
Data Analysis skills Candidate needs to have good product vision, i.e. the ability to approach new products holistically instead of having narrow focus purely at feature level. Ability to ask questions and be curious, want to know the Why? Has experience in working on enterprise delivery projects 1.
SQL Don't feel Strongly but needs to know how to perform functional and data analysis.
Robert HalfNew York
Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.
Responsibilities:
• Assists the firm’s Wealth Advisors in servicing the needs of clients...
PwCNew York
Specialty/Competency: Industry Tax Practice
Industry/Sector: Asset and Wealth Management
Time Type: Full time
Travel Requirements: Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning...
Michael PageNew York
About Our Client
Our client is an independently owned wealth management firm. They serve generational families, family offices, and foundations. They tailor their solutions and leverage best practices to deliver exceptional service to clients...