Wealth Analytics & M&A Business Analyst
OnePoint BFG Wealth Partners
OnePoint BFG Wealth Partners in Parsippany, New Jersey, is seeking a Business Analyst to join their dynamic team. The role involves analyzing asset performance, supporting client billing processes, and conducting financial modeling for M&A activities. The ideal candidate will have at least 3-4 years of experience in business analytics related to wealth management, alongside a relevant bachelor's degree. The firm offers an award-winning culture and competitive rewards for impactful contributions. #J-18808-Ljbffr
$85k - $160k
...A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...consumption. Design dimensional and analytical data models (star/snowflake schemas, data... ...support the firm's analytical and strategic business needs. Generate, distribute, and...SuggestedFull timeTemporary workPart time$100k - $160k
...Group is seeking a motivated Analyst / Associate for its Asset & Wealth Management Corporate Development... ...York. This role focuses on M&A, partnerships, and business strategy, providing a unique chance... ...experience, along with strong analytical and communication skills. The...Suggested- ...Asset & Wealth Management (AWM) AwM invests in private equity, credit... ...Portfolio Management teams. Analysts on the CFM team will support... ...be based on the needs of the business and the candidate’s specific... ...experience preferred Strong analytical skills and detail orientation...Suggested
$150k - $225k
...Asset & Wealth Management, Urban Investment Group, Acquisitions Associate - New York New... ...Million Black Women and 10,000 Small Businesses initiatives. Real estate investments range... ...transactions, and deal structures Demonstrated analytical skills and mastery of Microsoft Excel,...SuggestedFull timeWork experience placementWork at office$145k - $165k
...A global financial services group is seeking a Portfolio Performance Monitoring Business Analyst based in New York. The role involves driving portfolio analytics, collaborating with investment teams, and leveraging data for performance optimization. Candidates should have...Suggested$110k - $130k
...Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long‑term... ...Blue Owl is seeking an Associate to join the Private Wealth Distribution Strategy and Analytics team to focus on sales analytics, reporting, and data...Permanent employmentWork at officeMonday to Friday$104.9k - $137.7k
...Credit Process And Analytics Analyst Enterprise Risk Management Team Full-Time Boston, MA, Springfield, MA or New York, NY The Opportunity As a Credit Process and Analytics Analyst, you'll support the credit risk analytics and allowance workflow supporting the firm's Allowance...Full time$120k
...Lazard is seeking a detail-oriented Analyst in New York to develop quantitative models and advise on shareholder activism. Candidates should have strong analytical and communication skills, along with a passion for learning in a collaborative environment. This role offers...- ...BNY Mellon is seeking a Senior Associate, IWM Portfolio Analyst to join their Wealth Management team in New York. In this role, you will directly... ...’s degree with relevant financial experience, strong analytical skills, and the ability to prepare impactful reports. BNY...
$58k - $120k
...Senior Associate, IWM Portfolio Analyst At BNY, our culture allows us... ...Analyst to join our Wealth Management team. This role is... ...including researching potential business profitability. Calculate the... ...Provide investment reporting and analytics for assigned investment teams...Temporary workWorldwide$58k - $115k
...Wealth Management Strategic Solutions Product Owner/Business Analyst -Associate Wealth Management Platforms Location: Purchase We are looking for a... ...relationships across teams. ~ Exhibits strong analytical and adept at managing ambiguity, synthesizing...Temporary workWork at officeWorldwideShift work$85k - $110k
Asset & Wealth Management, Fixed Income - Municipal Client Portfolio... ...Role Overview As an Analyst on our Client Portfolio Management... ...oriented team player with strong analytical skills and a genuine passion... ...an established, high-growth business by ensuring our investment...Full timeTemporary workPart time- ...Alternatives Capital Formation, Analyst (Co-Investment Team)... ...for pension plans, sovereign wealth funds, insurance companies, endowments... ...access to a wide range of businesses, industries, investment structures... ...(written and oral), analytical and interpersonal skills Strong...
- ...Sr. Technical Business Analyst with Capital Markets and Wealth Management Direct message the job poster from Centraprise Job Title: Sr. Technical Business... ...of Alladin / Eagle Pace is plus. Has worked on Analytics / reporting products is required. Experience with ETL...Full time
$60 - $90 per hour
...Business Analyst (Contract) - Advanced Data Analytics Location: New York, NY (hybrid/in-office at least 3 days per week) Our client is a leading independent... ...also provides capital-raising, equity services, and wealth management through a global office network. Must...Hourly payContract workWork at office3 days per week- ...completeness, and effectively communicating with business partners and stakeholders. The position... ...financial products/markets. Strong analytical, problem-solving, communication, and... ...clients, such as Trading Desk and Wealth Management Advisors. Bachelor's degree...
$60k - $70k
...are looking for a Financial Planning Analyst to join the Wealth Planning Department and support the scaling... ...advisors. We're looking for someone analytical, solutions-oriented, and comfortable... ..., seniority, geographic location, business sector, performance, shift, travel...Work experience placementInternshipLocal areaShift work- ...resource planning systems and maintain relationships across R&D. The ideal applicant will have a quantitative degree and experience in analytical modeling. Responsibilities include providing timely support for resource allocation, managing communications, and partnering with...
- Position Overview The candidate will join the Wealth Management Products & Solutions team,... ...-paced environment, possessing superior analytical skills, and being an effective... ...Bachelor’s degree or higher, preferably in Business Administration, Finance, Economics 7+ years...Shift work
- Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...at least one firm‑approved designation. Strong communication, analytical, and portfolio management skills. Deep understanding of investment...Work from homeShift workDay shift
$125k - $290k
...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an... ...sits within the Asset & Wealth Management business at Goldman Sachs. MAS is responsible for... ...management, and portfolio reporting and analytics. The team has been managing customized multi...Full timeTemporary workPart time- Goldman Sachs is seeking an analyst for its Asset & Wealth Management Credit Facility Management team. The role involves managing credit facilities... ...'s degree in Finance or Accounting and possesses strong analytical, interpersonal, and organizational skills. Proficiency in...
$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and Liquidity Solutions, within Public... ...join an established, high‑growth business. Responsibilities Subject... ...fast‑paced environment. Strong analytical and problem‑solving skills....Full timeTemporary workPart time$125k - $250k
...advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,... ...of growing the QIS Liquid Alternatives Business as a product expert with specific... ...new quantitative strategies and for data analytics / visualization). The ideal candidate is...Full timeTemporary workPart timeWork at office- ...Summary As an Equity Quantitative Investment Analyst / VP, you will join a growing and... ...Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team... ...managers to apply quantitative models and analytics to improve portfolio construction,...Bank staff
$60k - $70k
...client data into eMoney financial planning software and support wealth advisors. Responsibilities include managing administrative... ...applicant holds a Bachelor's in Finance or Accounting, has strong analytical skills, and is proficient in Excel. The salary range is $60,000...- ...Amar Bank, based in Idaho, is seeking a Business Analyst to improve business processes and support treasury and loan analyses. The role... ...Ideal candidates will possess a Bachelor's degree and strong analytical skills. Responsibilities include data analysis, coordination...
- Corient Private Wealth LLC. is seeking a Wealth Analyst in New York City. This role involves analyzing client financial information, preparing investment... ...field. Candidates should be proactive and have strong analytical skills. Benefits include a generous health plan and a...
$65k - $85k
...its employees. Role Description This position provides support to senior management and other business stakeholders for the U.S FP&A (“Financial Planning and Analytics”) Team in Finance & Strategic Planning Department, Americas Division (“FSPDAD)”. U.S. FP&A reports...Work experience placementWork at officeLocal areaWork from homeWorldwide- ...Global High Yield Credit / Research Analyst A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...successful. Responsibilities: Establishing analytical frameworks to review sectors/industries...
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