Senior Business Analyst, Private Client Endowments - Foundations

Responsibilities Work closely with the Head and COO of the Private Client, Endowments and Foundations Business to support strategic planning, business priorities, and leadership initiatives. Support annual and long-term planning activities, including business reviews, growth priorities, and strategic decision‑making. Conduct business analysis, research, and modelling to support leadership recommendations and strategic initiatives. Help leadership assess opportunities, risks, dependencies, and business considerations across key priorities and initiatives. Support business and office leadership on annual and multi‑year planning, including tactical plans and long‑range business priorities. Lead and coordinate complex, cross‑functional strategic initiatives across the business. Help structure and drive projects from concept through execution, including establishing workplans, coordinating stakeholders, tracking milestones, and maintaining momentum across workstreams. Operate independently in ambiguous environments, proactively identifying next steps, resolving issues, and advancing initiatives with limited oversight. Support strategic initiatives such as business expansion, new offerings, platform development, strategic hires, and other growth priorities. Identify risks, dependencies, and operational considerations across initiatives and proactively support alignment and resolution. Prepare executive presentations, briefing materials, business updates, and communications for leadership meetings, business reviews, board meetings, and other leadership discussions. Strengthen the management information suite so leadership receives strategic, timely, and decision‑useful reporting. Develop clear recommendations, presentations, and materials to support executive discussions and strategic planning activities. Respond to ad hoc requests for information, analysis, and presentations, often under tight timelines and competing priorities. Build and maintain strong working relationships across teams, offices, and functions throughout the firm. Partner closely with Finance, Compliance, Legal, Technology, Operations, Information Security, HR, and business teams to support coordination and execution across strategic initiatives. Facilitate communication, alignment, and follow‑through across complex and cross‑functional priorities. Support the integration of merger/combination activity; help embed effective operating models, governance, and collaboration across combined teams. Demonstrate sound judgment, professionalism, discretion, and a collaborative approach when working with stakeholders across the business. Contribute to the effectiveness and cohesion of the broader business and to a collaborative, high‑performing culture. Requirements 7+ years of experience in management consulting, investment banking, strategic finance, business strategy, business operations, or a similarly analytical and project‑oriented environment, with a minimum of 2‑5 years in management consulting experience required. Bachelor’s degree required, preferably in Business, Finance, Economics, Accounting, Engineering, Mathematics, or a related analytical discipline. MBA or other advanced business degree preferred, but not required. Demonstrated experience leading complex cross‑functional projects or strategic initiatives from planning through execution. Strong project management and organizational skills, with the ability to manage multiple priorities and stakeholders simultaneously. Ability to operate independently with a high degree of ownership, initiative, and accountability. Strong strategic thinking and structured problem‑solving capabilities. Excellent analytical, research, and business modelling skills. Strong executive communication and presentation skills, including development of high‑quality materials for senior leadership and executive forums. Ability to synthesize complex information into clear insights, recommendations, and action plans. Understanding of wealth and asset management business strategy and industry dynamics preferred. Comfortable working in fast‑moving and ambiguous environments. Familiarity and comfort with business technology, data analysis, and AI‑enabled tools. High levels of professionalism, judgment, discretion, and stakeholder management capability. Ability to travel 20‑30% of the month. Ability to work onsite in Washington D.C. or Baltimore office location. #J-18808-Ljbffr Jobtailor