Business Analyst - Wealth Management
Cloudious LLC
Chicago, IL
Contract
Mid Level
12+ years
Posted 4 weeks ago
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Upload Your ResumeAbout This Role
Drive strategic financial solutions through portfolio management and data analysis, utilizing expertise in Wealth and Asset Management for a rapidly growing IT solutions company.
Responsibilities
- Utilize expertise in Wealth and Asset Management to analyze and optimize client investment portfolios and strategies
- Apply business analysis techniques to interpret financial data, identify trends, and support data-driven decision-making
- Collaborate with cross-functional teams including technology and business units to enhance wealth management solutions
- Ensure compliance with industry regulations and implement risk mitigation strategies
- Support the design and deployment of innovative financial products tailored to client needs
- Monitor market trends and provide actionable insights to refine portfolio and asset management strategies
- Engage stakeholders to gather requirements and translate them into clear business insights and documentation
- Drive continuous improvement initiatives using data analytics within the wealth and asset management domain
- Lead comprehensive analysis of portfolio and asset management processes to identify improvement opportunities
- Develop detailed reports, dashboards, and presentations to communicate findings and recommendations to senior leadership
Requirements
- 12+ years of experience in Wealth and Asset Management
- Strong consulting experience
- BFS - Data Analysis
- Wealth Management (incl. Portfolio Management)
Qualifications
- 12+ years of experience in Wealth and Asset Management
Skills
Data Analysis
*
* Required skills
About Cloudious LLC
One of the fastest emerging IT Solutions and Services company headquartered in San Jose, CA with their global offices in Canada, EMEA & APAC.
Technology
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