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
$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 preferredAdvanced...DataFull timeTemporary workPart time$100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...customized multi-asset class portfolios and funds, including... ...Bloomberg, Reuters or financial data systems knowledge preferredPreferred...DataFull timeTemporary workPart time$100k - $170k
Asset & Wealth ManagementAsset & Wealth Management (AWM) is the primary investing area within Goldman Sachs, bringing... ...-specific strategies, customized portfolios and a range of advisory services.... ...management by analyzing proprietary data and contributing to broader...DataFull timeTemporary workPart time$125k - $290k
Asset & Wealth Management OverviewA 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 toolsWork with...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- ...As a Quantitative Portfolio Manager (Executive Director) within Wealth Management’s Chief Investment Office (CIO) – Equities team, you will be a senior leader... ...drive implementation of systematic, factor-based and data-driven insights for an $80bn equity portfolio benchmarked...DataWork at office
$90k - $125k
...focuses on quantitative equity portfolio management and portfolio construction?... ...leading pension plans, sovereign wealth funds, central banks,... ...statistics, familiarity working with data, and some experience working... ...EXPERIENCE WE’RE LOOKING FOR BA/BS Degree in Statistics,...DataFull timeTemporary workPart time- ...Vice President, Wealth Investment Client Portfolio About the Company An independent, employee-owned global asset management firm managing over $530 billion in assets. Industry... ...the ability to analyze and manipulate data to create high-quality, client-facing...Data
- 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
$240k - $260k
...power of our distinctive investment management capabilities, we provide a wide range... ...Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)Your TeamThe Solutions & Custom... ...this ecosystem through modern cloud, data, and AI capabilities that enable personalization...DataFull timeWork at officeFlexible hours$125k - $290k
Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment... ...that sits within Asset & Wealth Management (AWM) at Goldman... ...techniques for multi-asset portfolio design and implementation and... ...familiarity with industry data through such sources as Morningstar...DataFull timeTemporary workPart time$110k - $190k
Digital Assets Portfolio Enablement and Governance, Vice PresidentPurchase, NYFirm Overview... ...banking, securities, investment management and wealth management services. The Firm's employees... ...Opening teams.Digital Assets & Data Platforms is responsible for creating...DataTemporary workWork at officeWorldwide$91k - $131.5k
Morgan Stanley Wealth Management Human Resources is looking for a Manager or Director (non-officer level) candidate to join the COO/Ops Officer team. This role will interface with internal members... ...with AI, automation, workflow or data-visualization tools, and the judgment...DataTemporary workFlexible hours- ...Type Bachelor of Arts (BA)Employment Full TimeWorking... ...Points Drive impactful wealth strategies for high-net... ...strategic wealth management initiatives for high-net... ...Analyze complex financial data to provide actionable... ...client solutions.Monitor portfolio performance and...DataRemote work
$125k - $290k
...investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs. MAS designs and... ...-of-the-art techniques for multi-asset portfolio design and implementation and reflect... ...Bloomberg, Reuters, or other financial data systems preferredAdvanced degree or CFA...DataFull timeTemporary workPart time$110k - $190k
...Initiatives team as a Vice President in Wealth Management Finance. The Wealth Management Finance... ...modernizing Wealth Management Finance data and systems infrastructure. You will also... ...President level position within our Portfolio & Change Management Job Family which manages...DataTemporary work1 day per week$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$110k - $190k
...Structured Products, Vice President Wealth Management Platforms Purchase, NY Summary... ...control) and the Tech & Ops organizations. The Capital Markets... ...•Analyze, define, and manage data flows/models and diverse... ...all levels of the organization.•BA or BS preferred, but not requiredWHAT...DataTemporary workWork at officeWorldwide- ...Description Join J.P. Morgan as a Managing Director and Global Head... ...Global Private Bank and JPMorgan Wealth Management Businesses. As... ...lending and derivatives portfolios, aligned to firm risk appetite... ...influencing outcomes through data‑driven narratives. Oversee the...Data
$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- 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
$100k - $120k
...business. Relationship Management Independently serve as the... ...such as asset transfers, portfolio reporting/activity, client data requests, and resolving... ...apply. Qualifications BA/BS required 5+ years or... ...in a client support role Wealth Management/Private Banking...DataWork at officeLocal area$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions to Ultra High... ...Advisors to help pepare financial data, portfolio information, investment data, and paperwork... ...multiple roles.What You’ll Bring BA/BS degree required.3+ Years of...DataPermanent employmentWork at officeLocal area$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you... ...responsible for managing customized multi-asset class portfolios and funds in a discretionary manner for...Full timeTemporary workPart time- As part of Wealth Management Solutions, the U.S. Funds Product Development team is responsible for... ...exclusively for JPMorgan discretionary portfolios managed by the Chief Investment Office... ...and PowerPoint); experience leveraging data analytics, AI tools, or programming...Data
- ...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 knowledge...DataWork experience placement
$100k - $160k
Asset & Wealth ManagementAsset & Wealth Management (AWM) is the primary investing area within Goldman Sachs, bringing... ..., analyzing attribution and portfolio activity, and coordinating follow-ups... ...and the ability to turn performance data into useful insights for decision-makers...DataFull timeTemporary workPart timeWork experience placement$115k - $205k
...investment banking, securities, investment management and wealth management services. The Firm's... ...culture.Position SummaryThe Institutional Portfolio & Risk Analytics team at Morgan... ...tools, leveraging technology to enhance data points and visualizations, including automation...DataTemporary workWork experience placementWork at officeWorldwide- Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you... ...responsible for managing customized multi-asset class portfolios and funds in a discretionary manner for...
$102k - $153k
...collaboratively. We are building out a new Portfolio Management function responsible for... ...model design — building the processes, data infrastructure, and governance framework... ...Management, Investment Teams, Treasury, and Ops Own the “single source of truth” for key...DataImmediate startFlexible hours
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