Wealth Management Business Analyst
Park National Bank
Responsibilities Prepare and analyze department metrics and reporting to measure success and identify opportunities for improvement Collaborate with applicable software stakeholders to identify needs and design efficient, effective solutions to improve the client experience Maintain thorough understanding of internal trust operations business processes, internal and external customer needs, external competitive landscape, and industry technology trends Develop and maintain operating procedures, internal user documentation, and internal user training and provide training and ongoing support to external end-users Fulfill the role of business line coordinator for projects such as software releases, monitoring system upgrades and coordinating UAT testing Provide support to ensure data is reconciled and issues resolved timely Develop and maintain report templates Oversee trust operations vendor relations and liaise with Park systems team to coordinate and resolve issues Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned Competencies Interpersonal/Customer Service Skills Written and Verbal Communication Ability to understand and follow directions Adaptable to change Basic Computer Skills Leadership/Management Skills Ability to influence others Ability to build collaborative relationships Ability to develop or mentor others Ability to work as part of a team Organizational Skills/Detail Oriented Analytical Thinking Able to Multi-Task or Juggle Priorities Problem/Situation Analysis Technical Expertise Strategic Planning and Decision Making Creativity Education and Experience 2- 4 Years of Banking and/or Trust experience required At a minimum, employees must obtain a HS Diploma or GED. 4 Year / Bachelors Degree - Business analytics, finance, accounting or related field OR Combination of prior experience in business analytics, trust, accounting, or banking is preferred Travel Requirements No travel is expected. Physical Requirements This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information. Equal Opportunity Employer Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
- ...world’s leading pension plans, sovereign wealth funds, insurance companies, endowments,... ...deliver banking, sales and trading and asset management capabilities to clients around the world... ...the processes and controls that make business flow. Our Impact The Liquidity...SuggestedFull timeTemporary workWork at office
- ...Portfolio Management Group The Portfolio Management Group (PMG) is the implementation engine... ...Banking's discretionary investment business, providing leverage for investment advisors... ...services industry with Private Wealth Management experience preferred · Demonstrated...SuggestedWork experience placementShift work
$85k - $110k
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...Description Client Relationship Analysts provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...in delivering against their business plan and client service model... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedTemporary workWork at officeLocal area$75k - $125k
...desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast... ...essential to maintaining and enhancing our business. OUR IMPACT Wealth Management Across Wealth Management,...SuggestedFull timeTemporary workPart timeWork at office$75k - $125k
...desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a... ...essential to maintaining and enhancing our business. OUR IMPACT Wealth Management Across Wealth...Full timeTemporary workPart time$85k - $110k
Asset & Wealth Management, Marketing, Social Media Analyst - New York New York, NY, United States Job Description Goldman Sachs Asset & Wealth Management... ...social media content and strategy for a key growth business for the firm. The Social Media Analyst will partner...Full timeTemporary workPart timeWork at office- TwinThread in New York is offering a Summer Analyst position in Asset & Wealth Management. As part of the Global Families Group, you'll collaborate with specialists to understand client needs, examine market activities, and help develop strategies that meet financial goals...Summer workWork at office
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- Goldman Sachs Bank AG is looking for an Analyst to join their Asset & Wealth Management Operations team in New York. The role involves managing client accounts, ensuring compliance with investment guidelines, and liaising with various teams to improve operational efficiency...
$85k - $110k
...Goldman Sachs Asset Management A career with Goldman Sachs Asset Management (GSAM) is... ...advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,... ...to ensure that revenue, expenses, and business metrics are properly booked and reported...Full timeTemporary workPart timeWork experience placement$125k - $290k
Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Associate / Vice President New York, NY, United States Job Description Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth...Full timeTemporary workPart timeWork at office- ...Asset And Wealth Management Credit Facility Management Analyst Asset & Wealth Management (AWM): AWM invests in private equity, credit, real estate, infrastructure... ...responsibilities will be based on the needs of the business and the candidate's specific skills...
$75k - $125k
YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management... ...reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking...Full timeTemporary workPart timeLocal area$85k - $110k
Goldman Sachs Asset Management (GSAM) provides clients worldwide with dedicated partnership... ...advisory services for pension plans, sovereign‑wealth funds, insurance companies, endowments,... ...to ensure revenue, expenses, and business metrics are accurately booked and reported...Full timeTemporary workPart timeWorldwide- Goldman Sachs is seeking a Compliance professional to provide dedicated support to PWM Capital Markets within the Americas Wealth Management division in New York. The role involves managing regulatory projects, conducting compliance reviews, and ensuring alignment with...
$85k - $110k
Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...our operating initiatives and projects growth plans for the business; and sets the talent management philosophy of the team. In addition...Full timeTemporary workPart timeWork experience placementWork at office- Goldman Sachs, Inc. is seeking an Analyst in New York to oversee client accounts and manage investment guideline compliance. This role includes understanding regulatory requirements and coordinating with investment teams for due diligence. Ideal candidates will have a Bachelor...
$100k - $110k
...within JPMorgan Chase & Co's Asset & Wealth Management division, is responsible for sourcing,... ...Multi Asset Private Markets Investments Analyst within GAIS at JPMorgan Chase & Co's... ...solutions to millions of consumers, small businesses and many of the world's most prominent...$85k - $110k
...York, United States Job Description Role Overview As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an... ...and playing a vital role in an established, high-growth business by ensuring our investment story resonates through exceptional...Full timeTemporary workPart timeWork at office$115k - $135k
Quantinno Capital Management in New York City is seeking a Client Service Associate to support a dedicated group of clients, ensuring seamless... ...holds a Bachelor’s degree and has 2+ years in private wealth management, with strong attention to detail and proficiency in...Work at office$110k - $130k
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over... ...permanent capital base, we provide businesses with private capital solutions to drive... ...seeking an Associate to join the Private Wealth Distribution Strategy and Analytics team...Permanent employmentWork at officeMonday to Friday$110k - $185k
...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ...of our culture. The Wealth Management Field and Client Business Development Group supports the Firm's Financial Advisors by...Temporary workWork at officeLocal areaWorldwideFlexible hours- Business Analyst / Junior Project Manager - Alternative Asset Private Wealth Products Qualified candidates, please attach resume when applying. Global Alternative Asset Manager seeks a Business Analyst to support the firms growing demand for products from high-net worth...
- KeyBank is executing a multi‑phase business transformation to modernize its wealth management ecosystem by integrating Envestnet as the core Unified Managed Platform... ..., not a pure technology replacement. The Business Analyst plays a critical role in ensuring existing advisor...Work at office
$119.7k - $191.1k
...At J.P. Morgan Chase, our team leads the delivery of high-impact initiatives that shape the future of Chase Wealth Management. We partner across the business to translate priorities into action, drive alignment, and ensure execution against critical outcomes. As a...$85k - $110k
...Job Description AI & Digital Strategy, Analyst, Chicago About the Role Elevate your career at the intersection of finance... ...digital marketing or marketing technology. Experience in Asset Management, Fintech, or a dedicated AI/Digital transformation role is...Full timeTemporary workPart time- ...Alternatives Capital Formation, Analyst (Co-Investment Team)... ...Sachs: Goldman Sachs Asset Management is one of the world's leading... ...for pension plans, sovereign wealth funds, insurance companies, endowments... ...access to a wide range of businesses, industries, investment...
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