Onsite Wealth Business Analyst I

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About the role

  • Wealth Business Analyst responsible for analytical and administrative support in executing divisional projects. In-office in Charlotte, Richmond, or Atlanta with focus on performance, reporting, and training.

Responsibilities

  • Provide analytical and administrative support on execution of divisional, group and team projects
  • Perform reporting, analytics, insights and process reviews
  • Serve as a subject-matter expert for various bank and Wealth systems, products, services and processes
  • Participate in project management activities
  • Develop and maintain periodic leadership reports and analyses related to business performance
  • Assist and collaborate in the various stages and phases of strategic planning and project management
  • Conduct industry research and competitive analysis
  • Focus on process improvement
  • Perform various administrative tasks such as creating presentations, organizing meetings/events, arranging travel
  • Assist with training staff on new processes, systems, programs

Requirements

  • Bachelor’s degree in accounting, business or marketing, or equivalent education and related training
  • At least one year of experience in analytical role within financial services industry or other related business
  • Demonstrated project management and coordination skills in a professional or financial services environment
  • Strong quantitative analysis skills
  • Excellent verbal and written communication skills
  • Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization
  • Ability to work independently with minimal supervision
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation during first year of employment
  • 10 sick days
  • paid holidays

Job title

Wealth Business Analyst I

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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