Wealth Analytics & Projects Analyst I

Truist; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services company is seeking a Wealth Business Analyst I for an in-office position in Charlotte, NC. This role involves providing analytical and administrative support for projects, developing leadership reports, and conducting industry research. Candidates are required to have a Bachelor's degree in accounting or business and a year of experience in an analytical role. Excellent communication and project management skills are also essential. The position offers opportunities for professional development and collaboration within the organization.

Qualifications

• 1+ years experience in an analytical role in financial services or related field.
• Demonstrated project management skills are required.
• Excellent verbal and written communication skills are essential.

Responsibilities

• Provide analytical and administrative support on various projects.
• Develop leadership reports and analyses related to business performance.
• Conduct industry research and focus on process improvement.

Skills

Analytical skills

Project management

Communication

Quantitative analysis

Independent work

Education

Bachelor’s degree in accounting, business, or marketing

Tools

Microsoft Office

SAS or statistical software

Job description

A financial services company is seeking a Wealth Business Analyst I for an in-office position in Charlotte, NC. This role involves providing analytical and administrative support for projects, developing leadership reports, and conducting industry research. Candidates are required to have a Bachelor's degree in accounting or business and a year of experience in an analytical role. Excellent communication and project management skills are also essential. The position offers opportunities for professional development and collaboration within the organization.