Asset & Wealth Sales Data Analytics Associate
Goldman Sachs
Goldman Sachs is seeking an Associate, Sales Support in Salt Lake City, Utah to manage and update institutional databases, ensuring accuracy and completeness of data streams used by advisors and clients. The role emphasizes heavy use of BI tools (Alteryx, Tableau) for querying, modeling, automation, and ad hoc analyses, coordinating with Public Investing Portfolio Managers and Institutional Sales to deliver insightful data that drives inflow opportunities. #J-18808-Ljbffr Goldman Sachs
- Spectraforce Technologies seeks an Operations Analyst to support Asset & Wealth Management reporting, risk monitoring, and cross-functional... ...Salt Lake City. The role emphasizes accuracy, Excel prowess, and data-driven decision support for client materials and operational...Asset
$113k - $141.53k
...BloombergNEF in renewable energy sales to corporations in the US and... .... The Lead Analyst Enterprise Data & AI Governance provides... ...Artificial Intelligence, advanced analytics, intelligent automation, and digital... ..., Engineering, Operations, Asset Management, Commercial,...AssetFull timeFor contractorsWorldwide- Coforge in Salt Lake City, UT is seeking a client-focused Operations Associate to support custody back-office functions for Global Banking & Markets and Asset & Wealth Management. You will handle a high volume of calls, emails, and mail while delivering institutional-grade...Asset
$77k - $202k
...SectorTechnologySpecialismData, Analytics & AIManagement LevelSenior... ...SummaryAt PwC, our people in data and analytics focus on leveraging... ...environments. As a Senior Associate, you will analyze complex... ...information, handling proprietary assets, or collaborating closely...AssetFull timeH1b$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...and evaluate moderately complex data, computations, documentation and various... ...communication skills Proven conceptual and analytical ability Proficient using Microsoft...AssetSummer holidayFlexible hours- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...AssetFlexible hours
$93k - $116k
...We Are Addepar is a global data and AI platform empowering investment... ...on nearly $9 trillion in assets. Its open platform integrates... ...will have exceptional analytical and communication skills, thrive... ...Collaborate with internal Services, Sales, Product, and Engineering...AssetFull timeH1bRemote workWorldwideVisa sponsorshipWork visaFlexible hours- ...Develop and improve operational reporting and analytics solutions supporting Billing, Collections... ...using Power BI and modern cloud-based data platforms Analyze customer interactions... ...Business Objects or Crystal Reports is an asset Preferred experience integrating data...AssetWork at office
$113k - $141.53k
...BloombergNEF in renewable energy sales to corporations in the US and... ...(CE) is seeking a Senior Analytics Engineer to support the Operations... ...team in building the data analytics architecture to support... ...compliance demands of the CE Asset Management groupEstablish and...AssetFull timeFor contractorsStart working todayWorldwide- Regions Bank in Salt Lake City, UT, is seeking a Business Unit Data Governance Analyst to ensure data availability, usability, security... ...into data quality controls and drive remediation across data assets. The role emphasizes collaboration with centralized governance teams...AssetWork at office
- PwC is seeking an Asset & Wealth Management Tax Director to guide clients through tax planning, compliance, and strategy, ensuring adherence to regulations and optimal tax positions. You will set strategic direction, lead business development, and mentor teams while maintaining...Asset
- Goldman Sachs is seeking an Analyst (with potential Associate level consideration) in the Strategic and Quantitative Asset Allocation team within the Investment Strategy Group to work on Systematic Wealth Transfer for Private Wealth Management high-net-worth clients. The...Asset
$91.1k - $179.5k
...responsible for: Support end-to-end SAP S/4HANA data migration activities, including data... ...resources infotypes or objectsMigrate asset lifecycle data, including fixed assets, asset... ...the applicable geographic differential associated with the location at which the position...AssetLocal area- The Goldman Sachs Group's Asset & Wealth Management Public Product Control team in Salt Lake City oversees valuation for mutual funds, separate accounts, hedge funds, and derivatives, ensuring accurate price verification of investments across fixed income, equities and...Asset
- Goldman Sachs in Salt Lake City seeks a Senior Associate in Client Services - Operations to own client accounts across Asset & Wealth Management operations. You will coordinate issues across operations teams, ensure data accuracy, and support account activity before trading...Asset
- A global investment firm in Salt Lake City is seeking an Associate in Data Analytics BI to develop business intelligence solutions across Fees and Commissions Operations. Applicants should have strong experience with data visualization and automation tools such as Alteryx...
- ...professional backgrounds, such as law, accounting, sales, and trading. We look for those who... ...businesses (e.g., Investment Banking, Asset Management Private, Finance and Risk) and... ..., Asset Management Public, Private Wealth Management, and Global Investment Research...Asset
- ...President, Advisory Consulting to lead field-based regional sales and consulting efforts for Wealth Management. You will guide advisor engagement, promote adoption of the Wealth Management Platform, and drive asset growth across the firm. The role oversees regional...AssetWork at officeRemote workHome office
$75.2k - $112.7k
...complex problems, uncovering insights in data, and helping leaders make better decisions... ...help accelerate decision‑making through analytics, forecasting, and compelling data storytelling... ..., and reliability of institutional data assets. Communicate findings through data...AssetWork at office- ...Strategic and Quantitative Asset Allocation team (SQAA)... ...work on the Systematic Wealth Transfer strategy,... ...qualified candidates at the Associate level will also be... ...leading-edge technology, data and design.Private Wealth... ..., as well as strong analytical and communication skills...Asset
- ...Powered by Your Practice.As a Wealth Management Advisor, you will develop... ...Practice You BuildThis is a sales role — in addition to base... ...company fueled by world-class asset management. But weʼre not just... ...tomorrow's challenges. We equip our associates with future-focused skills and...AssetFull timeWork at officeFlexible hours
- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...a Financial Advisor or Brokerage Client Associate.Demonstrated ability to transition and... ...needs.Knowledge of portfolio construction, asset allocation, investment strategies, and...AssetFull timeWork experience placementWork at office
$128k - $268k
...BRIEF (PURPOSE)The Senior Director of Family Wealth Consulting (the Director) serves as a... ...planning, business growth, tax reduction, asset protection, and wealth transfer.... ...Strategists (FWSs) on all Family Wealth IM&T sales opportunities, referrals and book of business...AssetFull timeWork at officeLocal areaFlexible hours$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...review and analyse financial data, prepare and file tax returns,... ...efficiencies. As a Senior Associate you shall analyze complex... ..., handling proprietary assets, or collaborating closely with...AssetFull timeSecond jobH1b- ...(Micro and Small) and Retail asset segments. He / She will be responsible... ..., and actively cross-sell wealth, insurance, and other fee-... ...), influencers, and industry associations, to stay updated on current... ...of 3-5 years of overall sales experience. At least 2 years...AssetFull timeLocal area
$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob... ...Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will... ..., reviewing and analyzing financial data, preparing and filing tax returns, and...AssetFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...not meet firm's/client's expectations.Use data and insights to inform conclusions and... ...industry such as tax credits and fixed asset depreciation; and,Possessing a desire to...AssetFull timeH1bLocal areaOverseas- ...Design, implement, and monitor long‑term investment portfolios and asset allocations Act as a design partner to Savvy's Product team —... ...Square, Brex, Carta, and some of the largest RIAs in the country. Wealth management is a $545 billion industry still running on...AssetWork at officeRemote work
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...& SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax... ...understand and address their tax needs- Utilizing analytical skills to monitor and analyze financial...AssetFull timeH1bLocal area- Job Duties: Senior Associate, Client Services - Operations... ...from a Goldman Sachs Asset & Wealth Management Operations... .... Ensure accounting data accuracy and provide oversight... ..., Finance, Business Analytics or a related field and... ...Portfolio Management/Sales queries; ensure...AssetWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Sales Data Analytics Associate. Be the first to apply!
- local sales assistant Salt Lake City, UT
- sales assistant Salt Lake City, UT
- part time retail advisor Salt Lake City, UT
- tv sales assistant Salt Lake City, UT
- sales assistant manager Salt Lake City, UT
- technology sales associate Salt Lake City, UT
- retail merchandising representative Salt Lake City, UT
- national sales assistant Salt Lake City, UT
- retail salesperson Salt Lake City, UT
- retail sales technology associate Salt Lake City, UT

