Business Analyst role supporting agile projects in banking and finance. Collaboration with clients on process analysis and improvement in a remote setup with occasional office presence.
About the role
- Business Analyst supporting advanced financial planning strategies for high-net-worth clients. Collaborating with strategists to deliver high-quality financial planning outputs.
Responsibilities
- Support advanced financial planning strategies for high-net-worth clients.
- Deliver accurate financial planning deliverables and collaborate closely with AWPC strategists (estate attorneys, tax attorneys, CFPs, CFAs).
- Involve in data validation, analysis, and coordination of baseline meetings with strategists and advisors.
- Ensure timely and high-quality outputs.
Requirements
- Bachelor's Degree or equivalent experience.
- 5+ years of experience in Financial Planning.
- Proficiency in Financial Planning tool suite including Naviplan, MoneyGuide, Wealth Studios, Morningstar Workstation, eMeeting, etc.
- Strong attention to detail and accuracy.
- Ability to meet strict timelines per agreed SLAs.
- Excellent interpersonal skills and ability to work in a team structure.
- Willingness to pursue licensing certifications (Series 7, State Securities, State IAR, State Insurance).
- Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.
- Ability to take direction and work independently with minimal supervision.
Benefits
- Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work.
- Plenty of opportunities to make your mark at the office and a difference in your community.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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