Wealth Management Financial Analyst

Primary Responsibilities:

• Collaborate with a diverse group of colleagues in Finance and across the Firm to support business and financial initiatives.

• Lead aspects of individual and team deliverables, leveraging in-depth knowledge of Finance functions, products, and/or client segments.

• Adhere to the Firm’s risk and regulatory standards, policies, and controls; proactively identify opportunities to reduce risk in daily work.

• Serve as a culture carrier by embodying the Firm’s values and holding yourself and others accountable to high performance standards.

• Produce, maintain, and automate detailed analyses on key financial metrics relevant to Wealth Management (WM) and Firm initiatives.

• Contribute to reporting and budgeting processes for publicly reported metrics such as Consulting Group Flows.

• Collaborate cross-functionally with teams such as Business Management, Product, Accounting, Banking, Strategy, Data, and offshore partners to gain business insights.

• Execute enhanced analyses through collaboration to drive transparency, evaluate business performance, and support strategic decision-making.

• Perform additional ad-hoc analyses and recurring reporting as required to support Finance leadership.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field preferred.

• 2–3 years of relevant business experience, ideally in finance or accounting.

• Formal accounting and/or auditing experience strongly preferred.

• Advanced Excel skills (including pivot tables, VLOOKUPs, and data automation).

• Excellent analytical and problem-solving abilities with strong attention to detail.

• Effective verbal and written communication skills; strong organizational and multitasking abilities.

• Proven ability to work independently to deliver accurate results under tight deadlines.

• Capable of prioritizing conflicting demands while maintaining clear communication on deliverables.

• Ability to communicate effectively and persuasively with senior management and other internal stakeholders.