Description

You will analyze business data within a Wealth Management context.

Responsibilities

• Perform business data analysis specifically within Wealth Management.
• Manage and execute queries using SQL.
• Develop scripts and processes using Python for data manipulation.
• Apply domain knowledge across prime broker-dealer, alternative investments, retirement funds, and portfolio management.
• Support client portfolio construction and rebalancing activities.

Required Skills

• 10+ years of experience in Business Data Analysis within Wealth Management.
• Expert proficiency in SQL for complex querying.
• Strong command of Python for data processing.
• Hands-on experience with AWS services.
• Domain knowledge of prime broker-dealer operations.
• Familiarity with trade placing and client execution tools.
• Experience managing client portfolio construction.

Key Skills

Education

Any Gradute