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
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