WealthTech Research Analyst

GlobalData Plc; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

GlobalData Plc in New York is seeking a talented Analyst to join our Wealth Management team to research industry trends, write reports, engage with clients, and participate in advisory projects, building a reputation as an industry thought leader in WealthTech.

You will collaborate with senior analysts and contribute to conferences, webinars, and client engagements, embracing opportunities to shape the future of wealth management through research and advisory work.

Qualifications

• Bachelor's degree required; advanced degree is a plus.
• 5–7 years in wealth management, WealthTech, financial services consulting, financial technology, or strategy.
• Strong analytical and research capabilities.
• Excellent writing and presentation skills.

Responsibilities

• Conduct primary and secondary research on WealthTech and wealth management trends.
• Write research reports, market analyses, and industry insights.
• Interview financial institutions, technology vendors, and industry leaders.
• Analyze competitive landscapes and emerging technologies.
• Support advisory engagements and client projects.
• Present research findings to clients through webinars and meetings.
• Contribute to conference presentations and industry events.
• Monitor developments across AI, digital advice, portfolio technology, advisor platforms, and client experience.
• Collaborate with analysts across Celent's global research teams.

Skills

Analytical skills

Research capabilities

Writing & presentation

Industry innovation interest

AI/WealthTech experience

Education

Bachelor's degree

Advanced degree preferred

Job description

GlobalData Plc in New York is seeking a talented Analyst to join our Wealth Management team to research industry trends, write reports, engage with clients, and participate in advisory projects, building a reputation as an industry thought leader in WealthTech.

You will collaborate with senior analysts and contribute to conferences, webinars, and client engagements, embracing opportunities to shape the future of wealth management through research and advisory work.