Private Wealth, Strategy Analyst

Responsibilities

• Conduct research and analysis to support strategic initiatives, market expansion, and product development.
• Prepare presentation materials, reports, and status updates for senior leadership.
• Affiliate in project management by tracking deliverables, maintaining timelines, and coordinating cross-functionally across the business.
• Monitor industry trends, competitor activity, and client needs to inform strategy discussions.
• Support the execution of partnership opportunities, new business pitches, and internal process improvements.
• Contribute ideas to enhance the division’s offerings and client solutions.
• Provide administrative and logistical support for meetings, workshops, and ad hoc projects as needed.

Qualifications

• Bachelor’s degree in finance, economics, business administration, or a related field.
• 1-3 years of relevant experience in financial services, asset management, consulting, or related fields.
• Knowledge of alternative investments/private markets is a plus.
• Highly proficient in Microsoft Office (especially PowerPoint and Excel).
• Strong analytical and quantitative abilities; comfortable working with data and financial models.
• Effective communicator with strong writing and interpersonal skills.
• Organized, detail-oriented, and able to manage multiple priorities under tight deadlines.
• Solid understanding of financial markets and investment products.
• Collaborative, proactive, and eager to learn.
• Resourceful and self-motivated.
• Eager to take initiative and adapt in a fast-paced environment.

Pay

The base annual salary range for this New York City-based position will be $85,000 to $95,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role.

Schedule

The Role is in office Monday to Friday.