Senior Wealth Investment Solutions Analyst

• Support the Investment Strategists in performing economic and market evaluation
• Develop strategies that entail the evaluation of investment positioning and risk scenarios
• Forecast market changes and other models or quantitative examination to support investment positioning
• Lead the development of strategies for use across lines of business
• Partner with investment strategists to present written evaluation and charts including client approved publications

• 4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through work experience, training, military experience, or education
• Experienced in chart creation and data visualization
• Ability to convey complex market and economic concepts in an easy to digest format
• Detail-oriented with the ability to review pre-publication materials for accuracy and clarity of message
• Experience in preparation, delivery and execution of strategy concepts, proposals and feedback
• Knowledge and understanding of investment research, portfolio analysis or quantitative finance
• Ability to work effectively, as well as independently, in a team environment
• Excellent verbal, written, and interpersonal communication skills
• Relationship Management Expertise
• Knowledge and understanding of Investment tools such as Bloomberg, Morningstar or Factset applications
• Advanced Microsoft Excel skills
• A BS/BA degree or higher in business, finance, statistics or economics
• CFA or demonstrated progress towards CFA

Knowledge of R, Python and Tableau

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement