Wealth Management Business Data Analyst
📋 Role Overview & Responsibilities
Job Title: BUSINESS DATA ANALYST Location: Austin, TX, or Charlotte, NC - (Hybrid 3 days onsite)
W2 POSITION
Technical skills requirements: • Business Data Analysis with Wealth Management experience (10+ years). • Strong in AWS and SQL queries and Python.
Wealth Management Domain knowledge required: • Prime broker-dealer business, alternative investments, retirement funds, portfolio management • Experience working with ledger book tools like Beta, and Fund Master would be a plus. • Trade placing and execution on behalf of clients. Tools like Client worksheet balance, which advisors use to execute trades on behalf of the clients • Client portfolio construction, Client portfolio rebalancing as per market conditions, etc.
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This position is located in Charlotte, NC with potential relocation and sponsorship assistance depending on candidate qualifications.
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