Associate Wealth Analyst Associate Wealth Analyst …

BNY Mellon
in New York, NY
Permanent, Full time
Last application, 05 May 21
Competitive
BNY Mellon
in New York, NY
Permanent, Full time
Last application, 05 May 21
Competitive
Associate Wealth Analyst
Supports the Sales team developing Statement Analysis / Risk Audits. Provides analysis and compiles analytics on moderately complex portfolio investment strategies and wealth strategies. Incumbent communicates and reports information both internally and externally using analysis, planning and forecasting tools and develops essential business presentations for internal and external audience. Ability to identify new business opportunities. Primary focus of his/her role will be on clients and prospects with $5-10MM in assets. This position also entails project work on the development/education of analytical tools.

Qualifications

BA/BS Degree. BA/BS Degree in Business/Financeor equivalent work experience preferred. 3-5 Plus Years progressive business experience in financial services or related field preferred. Advanced knowledge of Microsoft Office, Morningstar Principia, Bloomberg and Baseline preferred. Strong analytical and communications skills.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-New York-
Internal Jobcode: 32442
Job: Wealth Management
Organization: Advice Planning and Fiduciary-HR16024
Requisition Number: 2106961
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