Wealth Management Analytics & Strategy Associate

Hills Bank and Trust Company; North Liberty (IA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits package

Career development opportunities

Participation in community events

Job summary

Hills Bank and Trust Company in North Liberty is seeking a full-time Wealth Management Analyst. This role involves leading analytical initiatives, managing performance data, and reporting on key metrics to support the Wealth Management department.

The ideal candidate will have a bachelor’s degree in business and experience in banking or finance. You will also develop profitable client models and monitor department performance metrics while contributing to overall banking activities.

Qualifications

• Bachelor's degree and 3-4 years of relevant experience in banking or finance.
• Ability to create complex financial scorecards and reports.
• Proficient in typical office software and equipment.

Responsibilities

• Lead and support analytical initiatives in Wealth Management.
• Develop and maintain performance dashboards for the team.
• Manage confidential production and revenue data.

Skills

Analytical skills

Project management

Communication skills

Financial analysis

Education

Bachelor's degree in business-related field

Tools

Office software

Financial reporting tools

Job description

Hills Bank and Trust Company in North Liberty is seeking a full-time Wealth Management Analyst. This role involves leading analytical initiatives, managing performance data, and reporting on key metrics to support the Wealth Management department.

The ideal candidate will have a bachelor’s degree in business and experience in banking or finance. You will also develop profitable client models and monitor department performance metrics while contributing to overall banking activities.