Wealth Management BA: Portfolio & Data Ops
VOLTO Consulting
VOLTO Consulting is looking for a Wealth Management Business Analyst in New York. The role focuses on bridging business needs and technology solutions within private banking and asset management. Key responsibilities include collaborating with stakeholders, analyzing data, and preparing reports. Candidates should have over 10 years of experience in the wealth management domain and proficiency in tools like Excel, Power BI, and Tableau. Must be available for office attendance 3 days a week and face-to-face interviews. #J-18808-Ljbffr VOLTO Consulting
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management BA: Portfolio & Data Ops in New York, NY vacancy
$125k - $290k
...investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It designs and... ...-of-the-art techniques for multi-asset portfolio design and implementation and reflect... ...PowerPoint; Bloomberg, Reuters or financial data systems knowledge preferred Advanced...DataFull timeTemporary workPart time- ...Solutions, within Public Investing, manages more than $2 trillion in... ...of clients, including private wealth mandates and institutional clients... ...through collaboration between portfolio managers, research analysts,... ...in Microsoft Excel and data analysis tools; familiarity with...DataShift work
$100k - $170k
..., securities, and investment management firm. We provide a wide range... ...investing group within the Asset & Wealth Management Division at... ...art techniques in multi‑asset portfolio design and implementation and... ...maintain and enhance analytical and data tools. Contribute to...DataFull timeTemporary workPart time$125k - $290k
...group that sits within the Asset Management Division at Goldman Sachs. It... ...-asset and liability‑hedging portfolio design and reflect... ...leading corporations, sovereign wealth funds, pension plans, governments... ...providing detailed review of bespoke data analysis and presentations....DataFull timeTemporary workPart time$100k - $160k
Asset & Wealth Management, Liquidity Solutions, Portfolio Management Associate - New York New York, NY, United States Job Description A career with Goldman... ...strat teams to increase automation, improve quality of data, and create new trading tools. Liaise with...DataFull timeTemporary workPart time- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity... ...managing customized multi‑asset class portfolios and funds, including discretionary mandates... ...; Bloomberg, Reuters or financial data systems knowledge preferred Healthcare...DataFull timeTemporary workWork at office
- ...Identification 210748338 Business Unit Asset & Wealth Management Posting Date 05/13/2026, 08:38 PM... ...Job Description As a Quantitative Portfolio Manager (Executive Director) within Wealth... ...of systematic, factor-based and data-driven insights for an $80bn equity portfolio...DataFull timeWork at office
$100k - $170k
Job Description Asset & Wealth Management (AWM) is the primary investing area within Goldman Sachs... ...sector‑specific strategies, customized portfolios and a range of advisory services. Our... ...management by analyzing proprietary data and contributing to broader portfolio analysis...DataFull timeTemporary workPart time- BNY in New York, NY seeks a Senior Associate, IWM Portfolio Analyst for our Wealth Management team. You will assist portfolio managers, analyze strategy changes... ...trades, provide reporting, and interpret performance data. The role involves supporting investment teams with...Data
- Centura Wealth Advisory in San Diego, CA seeks a Wealth Advisor - Investments to lead the investment... ...HNW/UHNW clients. You will own end-to-end portfolio development, align with client goals, and drive AUM growth through data-driven strategies and collaborative teamwork....Data
- Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity... ...created through collaboration between portfolio managers, research analysts, and... ...automation, improve quality of data, and create new trading tools Work with...Data
$125k - $290k
Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity... ...created through collaboration between portfolio managers, research analysts, and... ...automation, improve quality of data, and create new trading tools Work with...DataFull timeTemporary workPart time- SVP - Wealth Operations, Non-Financial Regulatory Reporting Apply (opens in new window) Job... ...embedding a culture of proactive risk management and continuous improvement. This role requires... ...‑linked Americas reports. Support Wealth data inputs for global regulatory obligations...DataFull time
$125k - $290k
...Description Goldman Sachs Asset Management (GSAM) is one of the world’s... ...that sits within Asset & Wealth Management (AWM) at Goldman Sachs... ...techniques for multi-asset portfolio design and implementation and... ...and familiarity with industry data through such sources as...DataFull timeTemporary workPart time$125k - $290k
ASSET MANAGEMENT A career with Goldman Sachs Asset Management is an opportunity... ...for pension plans, sovereign wealth funds, insurance companies,... ...including institutional portfolios, high net worth accounts, and... ...strategies and for data analytics / visualization)....DataFull timeTemporary workPart time- ...Implementation Product Owner for Managed Investments, you will... ...shaping the future of wealth management advisory... ...across the platform's Portfolio Construction, Trading... ...Drive vision, strategy, op model, requirements,... .... Ability to leverage data and analytics to drive...DataWork at office
$100k - $120k
...of business. Relationship Management Independently serve as... ...such as asset transfers, portfolio reporting/activity, client data requests, and resolving non... ...and apply. Qualifications BA/BS required 5+ years or... ...in a client support role Wealth Management/Private Banking...DataWork at officeLocal areaBrown Brothers Harriman
New York, NY3 days ago$150k - $200k
...experience in private credit manager selection and research.... ...quantitative, data management and research... ...private credit funds, portfolio construction and risk management... ...investment consultant, wealth management platform,... ...technical skills. BS/BA in finance, accounting,...DataRelocation package- ...oversee the end‑to‑end onboarding and client servicing for global wealth businesses. You will drive standardization, risk controls and a... ...servicing know‑how, and the ability to deploy technology and data to improve client outcomes while ensuring regulatory compliance....Data
- A leading global financial services firm in New York seeks a Portfolio Manager. You will design and manage security-level model portfolios and... ...of experience in portfolio management, including advanced data analytics skills and proven expertise in Excel and Python. Strong...Data
$80k - $200k
...bridge Titan’s Investment Management and Product teams and... ...is an award-winning wealth manager with a mission... ...role in their broader portfolio. Conduct bespoke portfolio... ...Marketing, Product/Design, Biz Ops & Strategy to focus on... ...in Microsoft Excel. Data-fluent: able to answer...DataFull timeTitan
New York, NY3 days ago- Wealth Ops Tech Lead Analyst - C13 - CHENNAI Job Req Id: 26972175 Location(s): Chennai, Tamil... ...Vice President to join our Wealth Management Technology team in Chennai. This role is... ...ownership and management of core operational data across one or more of the following...Data
- Citiblue Portfolio Management in Chennai, India, is seeking a Vice President to support the UAE Wealth Segments team and oversee end‑to‑end portfolio actions. The role focuses on... ...design scalable portfolio actions, and deliver data‑driven insights to senior stakeholders,...Data
$100k - $170k
Asset & Wealth Management, Liquidity Solutions, Portfolio Construction Specialist, Associate - New York New York, NY, United States Job Description Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients...Full timeTemporary workPart timeWork at office- ...Titan Titan is an award-winning wealth manager with a mission to increase... ...ground up, participate in bespoke portfolio analysis for clients, create... ..., Product/Design, Biz Ops & Strategy) to drive product... ...Excel. You are fluent with data. You can_ALGORITH? use data to...DataWork at office
- ...Trust, which comprises 10 funds managed within the J.P. Morgan Private... ...types, partnering with Portfolio Management, Risk, Legal, Compliance... ...breaks, manual touchpoints, and data-quality issues, and delivering... ..., and/or asset or wealth management platforms. Strong...DataWork experience placement
$125k - $290k
Asset & Wealth Management, MAS, Third Party Wealth, Retail Models, Vice President - New York New... ...-of-the-art techniques for multi-asset portfolio design and implementation and reflect proprietary... ...Bloomberg, Reuters, or other financial data systems preferred Advanced degree or...DataFull timeTemporary workPart time$100k - $160k
...investing group within the Asset Management Division at Goldman Sachs.... ...customized multi-asset class portfolios and funds, including... ...public pension plans, sovereign wealth funds and insurance companies... ...sits at the intersection of data, AI, and PM Infrastructure-driving...DataFull timeTemporary workPart time$115k - $180k
...various teams including risk management and fraud strategy. You will... ...fraud at scale, enable optimized data‑driven business decision... ...and non‑financial risks across wealth management Develop AI‑led solutions... ...risk management and portfolio analysis tools across multiple...DataFull timeTemporary workPart timeWork experience placement- ...Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank... ...programming skills in Python, including experience with data analysis libraries (e.g., Pandas, NumPy) and working...DataBank staff
TwinThread LLC
New York, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management BA: Portfolio & Data Ops. Be the first to apply!
