Analyst

Avon, IN - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Analyst Wealth Management Firm - Entry Level

On-site - Avon Ohio

Are you passionate about data spreadsheets and discovering insights that help drive smart decisions

The growing wealth management firm is seeking a Financial Analyst to join the 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 youll play a key role in supporting the firms leadership and operations by running reports analyzing data and helping translate numbers into actionable insights. Youll work closely with the 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
Support ad-hoc projects and special initiatives

Qualifications

1 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
Bachelors 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 youre ready to put your analytical skills to work and grow your career in wealth management wed love to hear from you!

Apply today to join a team that values precision initiative and professional growth.

Required Experience:

Analyst Wealth Management Firm - Entry LevelOn-site - Avon OhioAre you passionate about data spreadsheets and discovering insights that help drive smart decisionsThe growing wealth management firm is seeking a Financial Analyst to join the team. This is a great opportunity for an early-career profe...