Analyst - Wealth Management

GlobalData Plc; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

GlobalData Plc in New York is seeking a talented Analyst to join our Wealth Management team to research industry trends, write reports, engage with clients, and participate in advisory projects, building a reputation as an industry thought leader in WealthTech.

You will collaborate with senior analysts and contribute to conferences, webinars, and client engagements, embracing opportunities to shape the future of wealth management through research and advisory work.

Qualifications

• Bachelor's degree required; advanced degree is a plus.
• 5–7 years in wealth management, WealthTech, financial services consulting, financial technology, or strategy.
• Strong analytical and research capabilities.
• Excellent writing and presentation skills.

Responsibilities

• Conduct primary and secondary research on WealthTech and wealth management trends.
• Write research reports, market analyses, and industry insights.
• Interview financial institutions, technology vendors, and industry leaders.
• Analyze competitive landscapes and emerging technologies.
• Support advisory engagements and client projects.
• Present research findings to clients through webinars and meetings.
• Contribute to conference presentations and industry events.
• Monitor developments across AI, digital advice, portfolio technology, advisor platforms, and client experience.
• Collaborate with analysts across Celent's global research teams.

Skills

Analytical skills

Research capabilities

Writing & presentation

Industry innovation interest

AI/WealthTech experience

Education

Bachelor's degree

Advanced degree preferred

Job description

Who we are…

GlobalData is a specialist information services company that helps organizations make better decisions through trusted data, expert analysis, and innovative solutions. With more than 3,500 colleagues across 20+ industries, we support over 5,000 customers worldwide through one integrated intelligence platform.

Celent, part of GlobalData, provides technology research and consulting services to financial institutions. Its offerings include retained advisory support, primary research, the VendorMatch digital platform, and focused strategy consulting designed to help clients evaluate and apply technology effectively.

Why join GlobalData?

GlobalData is at a pivotal point in its growth journey. Following multiple acquisitions and having recently received transformational investment we need curious, ambitious, courageous people to support us in achieving our vision of becoming the world’s trusted source of strategic industry intelligence.

Our big ambitions mean that life at GlobalData is fast paced, entrepreneurial and rewarding. We recognize the collective power of our people, and it’s the collaboration of our teams that have shaped our success and will continue to do so in the future.

The role...

Celent is looking for a talented Analyst to join our Wealth Management team in New York.

This role is ideal for someone approximately five to seven years into their career who has developed expertise in wealth management, financial technology, consulting, and/or market research, and is ready to build a reputation as an industry thought leader.

Working alongside senior analysts, you will research industry trends, write reports, engage with clients, and participate in advisory projects. You'll have the opportunity to become a recognized expert on the technologies shaping the future of wealth management.

What you'll be doing…

• Conduct primary and secondary research on WealthTech and wealth management trends.
• Write research reports, market analyses, and industry insights.
• Interview financial institutions, technology vendors, and industry leaders.
• Analyze competitive landscapes and emerging technologies.
• Support advisory engagements and client projects.
• Present research findings to clients through webinars and meetings.
• Contribute to conference presentations and industry events.
• Monitor developments across AI, digital advice, portfolio technology, advisor platforms, and client experience.
• Collaborate with analysts across Celent's global research teams.

What we're looking for…

• Bachelor's degree required; advanced degree is a plus.
• Approximately 5-7 years of relevant experience in:
  • Wealth management
  • WealthTech
  • Financial services consulting
  • Financial technology
  • Strategy
• Strong analytical and research capabilities.
• Excellent writing and presentation skills.
• Ability to synthesize complex industry developments into actionable insights.
• Intellectual curiosity and a passion for financial services innovation.
• Experience with AI, digital wealth platforms, advisor technology, or investment technology is highly desirable.
• Comfortable presenting to clients and industry audiences.

What you'll gain...

You'll work alongside some of the industry's leading analysts while building your own profile through published research, conference speaking, client interaction, and advisory work. This role provides a clear path toward becoming a recognized thought leader in the rapidly evolving WealthTech market.

In addition to a rewarding career, we support our GlobalData colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit careers.globaldata.com

GlobalData believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData is determined to ensure that no applicant or employee receives less favorable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.