Description

Analyze business data for Wealth Management operations, supporting portfolio construction and client execution.

This role is on-site.

Responsibilities

• Perform business data analysis within Wealth Management.
• Manage and execute complex queries using SQL.
• Develop Python scripts for data manipulation and processing.
• Apply domain knowledge to prime broker-dealer, alternative investments, and retirement funds.
• 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.

Preferred Skills

• Experience managing client portfolio construction.

Key Skills

Education

Any Gradute