Description

Perform business data analysis within the Wealth Management domain.

Responsibilities

• Analyze business data specific to Wealth Management operations.
• Handle trade placing and execution on behalf of clients.
• Manage client portfolio construction and rebalancing based on market conditions.

Required Skills

• 10+ years of experience in Business Data Analysis with Wealth Management.
• Expert proficiency in SQL querying.
• Proficiency in Python for data analysis.
• Working knowledge of AWS services.
• Domain expertise in Prime broker-dealer business.
• Familiarity with alternative investments and retirement funds.
• Experience with portfolio management concepts.

Key Skills

Education

Any Gradute