A leading global financial firm is seeking a highly analytical Associate to join its Wealth Management team in New York. This pivotal role involves supporting growth strategies and conducting competitor research to influence business decisions. The ideal candidate has a Bachelor's degree and at least 2 years of experience in financial services, excellent presentation skills, and is proficient in Excel and PowerPoint. This position offers a competitive salary and comprehensive benefits in an inclusive work environment.
Qualifications
2+ years of experience in the financial services industry.
Knowledge/experience in wealth management a plus.
Experience conducting market and competitor research preferred.
Responsibilities
Deliver WM growth strategy and presentation materials to stakeholders.
Conduct competitor research to evaluate positioning.
Facilitate strategic meetings between GSWM Leadership and key stakeholders.
Manage WM key performance indicators and initiatives.
Skills
Analytical skills
Problem solving
Communication
Presentation skills
Project management
Relationship building
Organizational skills
Self-starter
Excel proficiency
PowerPoint proficiency
Education
Bachelor's degree
Job description
A leading global financial firm is seeking a highly analytical Associate to join its Wealth Management team in New York. This pivotal role involves supporting growth strategies and conducting competitor research to influence business decisions. The ideal candidate has a Bachelor's degree and at least 2 years of experience in financial services, excellent presentation skills, and is proficient in Excel and PowerPoint. This position offers a competitive salary and comprehensive benefits in an inclusive work environment.