Business Analyst Wealth Management Jobs in New York City, NY

Position SummaryVista Equity Partners is seeking a highly organized and detail-oriented Events Coordinator to support the planning execution and management of events for the Private Wealth channel. This individual will coordinate logistics across Vista-hosted events co-hosted programs third-party co...

Job Title: Senior PeopleSoft Financials Business Analyst Location: Remote We are currently seeking candidates who meet the following qualification Qualifications: Hands-on experience designing configuring and administering Oracle Access Management (OAM 12c) in high-availability production enviro...

Job DescriptionManagement Consultant Wealth Management (Client Onboarding & Data Migration) Hybrid (US) WealthTech / Financial Services ConsultingOur client a global financial services transformation consultancy is seeking a Management Consultant to support wealth management onboarding and data m...

We are seeking a strategically minded and analytically driven Manager Business Analyst & Digital Planning to lead forecasting performance analysis and business planning for our direct-to-consumer (DTC) digital channel.In this role you will design forecasting models build dashboards and translate dat...

We are seeking a highly motivated Client Success Management (CSM) Associate Manager to join our growing Best Buy Ads agency this role youll be a key player across client relationships and campaign execution working closely with Sales and Ad Ops to ensure were delivering best-in-class campaign perfo...

As a Senior Tax Associate you will be responsible for preparing and reviewing complex individual tax returns for high-net-worth clients. Your responsibilities will include analyzing financial data to develop actionable recommendations such as estimated tax payment schedules and cash flow planning to...

Client Name: StevenDouglas End Client Name: Mayfair Capital Job Title: Business Analyst (Charles River / Private Credit / Asset Management) Location: Midtown NYC Hybrid (NY/NJ only) Work Type: Onsite/Hybrid (3 days/week) Job Type: Contract (1 year ) Rate: $70/hr on W2 (Rate Flexible) The Ve...

POSITION SUMMARYClient Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Relationship Analyst assists with the development and growth of business by focusing on servicing clients and understanding their invest...

About TitanTitan is an award-winning wealth manager with a mission to increase our generations compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically wealth managers have been accessible to only the ultra-wealthy. With Titan theyre available to every...

Title: IT Business Analyst Location: New York NY 10172 Duration: 12 Months Pay: $70- $75/hr on W2 Job Summary: 1. Excellent problem-solving and analytical skills 2. Should have 8 to 13 years of experience working in Fixed Income products or the domain. 3. Experience working with Clients Imp...

Business Overview:The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational activities required to launch maintain and govern these products partnering cl...

Hi Hope you are doing well I am Kartik from Kanak It Services please revert me on if you are interested with the below role. Title: Utility Business Analyst Location: Hybrid New York NY (Local or Nearby) Duration: 6-12 Months Interview: MUST attend onsite interview Our client a major New York...

Position Overview: NB Private Wealth is Neuberger Bermans direct-to-client wealth and investment management business. Managing $70b in client assets across 40 seasoned wealth and investment teams with access to a deep breadth of customized investment solutions the platform is truly unique in the ind...

Were seeking someone to join our team as a Business Auditor covering the Integrated Firm.The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This...

Position Overview: NB Private Wealth is Neuberger Bermans direct-to-client wealth and investment management business. Managing $70b in client assets across 40 seasoned wealth and investment teams with access to a deep breadth of customized investment solutions the platform is truly unique in the ind...

Job Title: Senior Business Analyst (Child Welfare Health & Human Services Oracle/Cognos 7 Years Exp) Location: New York NY (Hybrid) We are currently seeking candidates who meet the following qualification Qualifications: Developed business process definitions business rules and process decom...

The New York City Department of Investigation (DOI) is one of the oldest law enforcement agencies in the country with a mission of combating municipal corruption. It serves the people of New York City by acting as an independent and nonpartisan watchdog for New York City government City agencies and...

Hours: Full-time 35 HoursWork Location: 30-30 Thomson Avenue LIC NY 11101 The NYC Department of Design and Construction Technology and Innovation Division seeks a Senior IT Project Manager/Business Analyst to lead multiple enterprise level software development projects. The selected candidate will...

Job Title: Senior Business Analyst - ConsultantPrimary Location: Remote Open to US Based CandidatesPosition Type: Contract- 3-4 Months with Possibility of ExtensionOverviewTalentFish is hiring a Senior Business Analyst for a 34 month consulting engagement with potential for extension. This BA will w...

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a client f...