Wealth Management Analytics & Performance Associate

Hills Bank and Trust Company

Coralville (IA)

On-site

USD 60,000 - 80,000

Full time

14 days+
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Benefits offered by this job

Comprehensive benefits package
Opportunities for community involvement

Job summary

Hills Bank and Trust Company is seeking a full-time position focused on developing and managing various wealth management projects. This role works directly with department leadership to ensure strategic goals are met and requires strong analytical skills and a Bachelor's degree in business or a related field.

The successful candidate will enhance department performance metrics, manage confidential data, and collaborate with leadership to improve processes. Join us and be part of a team that values its employees as key assets.

Qualifications

  • Bachelor's degree (B.A.) in business with courses in accounting, finance, and economics.
  • 3-4 years of banking experience or equivalent education and experience.
  • Ability to read and create complex financial reports.

Responsibilities

  • Develop and oversee wealth management project initiatives.
  • Manage analytical and project-based initiatives for the department.
  • Create and maintain performance dashboards and scorecards.

Skills

Analytical skills
Project management
Communication skills
Financial analysis
Report creation

Education

Bachelor's degree in Business or related field

Tools

Office software

Job description

Hills Bank and Trust Company is seeking a full-time position focused on developing and managing various wealth management projects. This role works directly with department leadership to ensure strategic goals are met and requires strong analytical skills and a Bachelor's degree in business or a related field.

The successful candidate will enhance department performance metrics, manage confidential data, and collaborate with leadership to improve processes. Join us and be part of a team that values its employees as key assets.

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