Retirement & Wealth Solutions Analyst - Insights & Operate

Deloitte France; Los Angeles (CA); On-site; USD 65,000 - 128,000; Full time

Job summary

Deloitte is seeking a Retirement and Wealth Provider Solutions Analyst to support client project teams with analysis, project management, deliverable creation, and meeting facilitation across operations, distribution, product, and technology.

The role involves developing internal business materials, market research, and client-ready deliverables, with emphasis on clear communication, meticulous work, and strong collaboration. Travel up to 50% may be required for client engagements.

Qualifications

• Bachelor's degree required.
• 1+ years of professional experience in financial services.
• Ability to travel 0-50%, depending on client work.
• U.S. work authorization without sponsorship.

Responsibilities

• Support client project teams with analysis, project management, deliverable creation, and meeting facilitation across operations, distribution, product, and technology.
• Support internal business development with market research, initial white paper content, and presentation material.
• Create client deliverables communicating findings, recommendations, and next steps for review with practice and project leaders.

Skills

Independent work

Written & verbal comms

Attention to detail

Relationship building

Project leadership

multitasking in fast-paced env

Interpersonal skills

Meet deadlines

Provide guidance to others

Education

Bachelor's degree

Job description

Deloitte is seeking a Retirement and Wealth Provider Solutions Analyst to support client project teams with analysis, project management, deliverable creation, and meeting facilitation across operations, distribution, product, and technology.

The role involves developing internal business materials, market research, and client-ready deliverables, with emphasis on clear communication, meticulous work, and strong collaboration. Travel up to 50% may be required for client engagements.