Associate – Wealth Management Investment Solutions

Join our Wealth Management team and be part of a global leader in financial services!

As an Associate within the Advisor and Investor Engagement Analytics team, you will leverage technical skills, interpersonal abilities, and financial market knowledge to autonomously drive projects forward. You will collaborate with sales, investments, and controls partners to create business insights and develop tools for Advisors and Investors. Your role involves managing complex business challenges, tight deadlines, and engaging with senior management.

Job Responsibilities:

• Collaborate effectively as a team player with an entrepreneurial mindset and strong interpersonal skills to engage with colleagues across the firm.
• Navigate complex tasks and manage priorities in a dynamic professional environment.
• Demonstrate initiative, energy, and confidence in completing assignments with minimal supervision.
• Maintain attention to detail in data and project tasks.
• Exhibit excellent communication and relationship management skills.
• Utilize business and market knowledge, along with data expertise, to provide valuable insights to business leaders.
• Partner with key stakeholders to identify optimal solutions, define roadmaps, and execute them using SQL, Alteryx, Python, and/or Tableau.
• Conduct in-depth data analysis using Alteryx/Python.
• Develop dynamic dashboards for senior management using Tableau.

Required qualifications, capabilities, and skills:

• Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs).
• BE/BTech in Comp Science, Information Technology, Data Science, Electronics, Electronics and Telecommunication OR Masters in Data Science, Business Intelligence, Data Analytics.
• 4+ years of relevant experience in data & analytics.
• Demonstrated experience in Alteryx /SQL/Python (Numpy, Pandas, Matplotlib, Seaborn).
• Demonstrated experience in Tableau/PowerBI/Qliksense.
• Automation skills with demonstrated experience in LLM based automation, AI frameworks like PyTorch etc.
• Possess hard programming and data modeling skills combined with the softer communication, analytical thinking and problem-solving skills needed to scope, develop, and deliver elegant solutions to complex problems.

Preferred qualifications, capabilities, and skills:

• MBA or CFA designation is a plus.
• Experience in equity, fixed income, foreign exchange trading, or analytics roles is advantageous.