Retirement & Wealth Insights Analyst — Strategy & Delivery

Deloitte France; Charlotte (NC); On-site; USD 65,000 - 128,000; Full time

Job summary

Deloitte's Retirement and Wealth Provider Solutions Analysts work within the Insights, Innovation & Operate team to analyze client needs, manage projects, and deliver findings. You will conduct market research, prepare initial white papers, develop presentation material, and create client deliverables reviewed with practice and project leaders.

A Bachelor's degree and 1+ year in financial services are required; travel up to 50% may be needed depending on client engagements.

Qualifications

• Bachelor's degree required.
• 1+ years of professional experience in financial services.
• Ability to travel 0-50%, based on work and clients served.
• Must be legally authorized to work in the United States without employer sponsorship.

Responsibilities

• Support client project teams with analysis, project management, deliverable creation and meeting facilitation in various areas such as operations, distribution, product, and technology.
• Support broader practice with internal business development through conducting market research, preparing initial content for white papers, and developing presentation material.
• Create client deliverables that communicate findings, recommendations, and next steps to be reviewed and iterated on with practice and project leaders.

Skills

Team collaboration

Written communication

Attention to detail

Relationship building

Project leadership

Task prioritization

Interpersonal skills

Deadline-driven

Education

Bachelor's degree

Job description

Deloitte's Retirement and Wealth Provider Solutions Analysts work within the Insights, Innovation & Operate team to analyze client needs, manage projects, and deliver findings. You will conduct market research, prepare initial white papers, develop presentation material, and create client deliverables reviewed with practice and project leaders.

A Bachelor's degree and 1+ year in financial services are required; travel up to 50% may be needed depending on client engagements.