Analyst
Analyst – Wealth Management Firm
Are you passionate about data, spreadsheets, and discovering insights that help drive smart decisions?
Our growing wealth management firm is seeking a Financial Analyst to join our team. This is a great opportunity for an early-career professional who loves Excel, analysis, and technology — and wants to build a meaningful career in financial services.
About the Role
As an Analyst, you’ll play a key role in supporting the firm’s leadership and operations by running reports, analyzing data, and helping translate numbers into actionable insights. You’ll work closely with the Operations Manager and Advisors to improve workflows, create efficiency, and enhance the client experience.
Key Responsibilities
Generate, analyze, and summarize performance, revenue, and client service reports
Maintain and improve Excel-based tracking tools and dashboards
Help optimize firm technology platforms (CRM, portfolio management, and reporting systems)
Assist with operational and compliance reporting
Identify trends, efficiencies, and opportunities through data analysis
Support ad-hoc projects and special initiatives
Qualifications
1–2 years of experience in financial services, operations, or data analysis preferred
Strong proficiency in Excel (pivot tables, formulas, data visualization)
Tech-savvy and eager to learn new software and reporting systems
Analytical mindset with attention to detail and accuracy
Excellent written and verbal communication skills
Bachelor’s degree in Finance, Business, Economics, or a related field
Why Join Us
Great opportunity to grow within a respected wealth management firm
Collaborative team environment that values learning and initiative
Exposure to firm operations, financial data, and leadership decision-making
Competitive pay and benefits
In-office position – enjoy hands-on learning and direct mentorship
If you’re ready to put your analytical skills to work and grow your career in wealth management, we’d love to hear from you!
📩 Apply today to join a team that values precision, initiative, and professional growth.
Recommended Jobs
Front Office Receptionist
Job Description Job Description Position Summary: The Front Office Receptionist is responsible for managing the front desk and providing administrative support to ensure smooth day-to-day op…
Operations Associate
Sephora is seeking a part-time Operations Associate in Newark, United States. This role involves managing inventory, supporting visual merchandising, and ensuring exceptional client experiences. Candi…
Finance Manager
The White Family is looking for a Finance Manager to join the prestigious team at Lexus of Toledo. Here at Lexus of Toledo we truly pride ourselves on providing exceptional customer service. Therefore…
Physical Therapist Assistant / PTA
Physical Therapist Assistant (PTA) / Part Time Position SNF- Skilled Nursing Facility / Mariemont, Ohio 15-25 hours a week / flexible schedule We value our staff and their dedication to our mi…
Outside Sales Representative
Job Description Job Description We are seeking a driven individual with outside sales experience. We are only recruiting one candidate to manage and sell in this territory — selling a niche produ…
Tooling Engineer, Extrusion OOJ - 35303
Job Description A Tooling Engineer specializing in extrusion focuses on designing, developing, and optimizing the tooling used in extrusion processes, ensuring the efficient and accurate productio…
Restaurant General Manager
Here at Burger King, we've created the kind of place where you can be your true self and your best self. It's the kind of place where you can find lots of support and opportunities. Whopping Support …
Transportation supervisor
Company Description Cornerstone Building Brands, headquartered in Cary, North Carolina, is the largest manufacturer of external building products in North America with over $6 billion in annual re…
Caregivers needed Homemaking, HHA, CNA, PCA, Companion care
Join our team and help take care of Elderly and Disabled individuals in the comfort of their own homes! At Guardian Angel Senior Services you will have the opportunity to work as a Companion or as a P…
Journeyman Electrician and Instrumentation
MISSION / SUMMARY: The Position of Journeyman Electrician is to provide skilled trade expertise to the Mill. Starting wage is $34.36 JOB FUNCTIONS: Job functions include, but are not limi…