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 Business Analyst, Wealth Management at Choreo
Business Analyst, Wealth Management
@
Choreo

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Posted on: 
March 6, 2024
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Status: 
Expired

Summary of the Business Analyst, Wealth Management job at Choreo

Choreo is hiring a Business Analyst, Wealth Management with 3 - 5 years of experience. Based in United States - Remote and with Remote ways of working. The expected salary range for this role is $70,000 - $90,000
About Choreo

We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.

Business Analyst, Wealth Management - Job Role & Responsibilities

The Wealth Management Business Analyst will be responsible for owning all reporting requests, providing the management and analysis of business data for use in decision making and organizational improvement initiatives. The Business Analyst will be tasked with reviewing firmwide reporting, will review and analyze and variances, and research root causes of change. In addition to reporting analysis, the Business Analyst will also manage Executive and board-level KPIs and dashboard summaries. This role will be aligned to the Finance team and report to the Chief Financial Officer, but will also support and partner with the Technology, Platform Management, Growth, and Wealth Advisory departments.

Primary Responsibilities:

  • Aggregates and performs statistical analysis on financial data
  • Integrates data from multiple sources and functional areas, ensuring data accuracy and integrity, and managing updates and reconciliations when needed.
  • Writes queries and generates reports to provide data for various analytical projects
  • Interprets data to identify business trends and conduct root cause analysis of discrepancies
  • Helps develop KPI calculations for Executive and Board level reporting, and creates effective dashboards to summarize standard metrics
Business Analyst, Wealth Management - Job requirements

Basic Qualifications:

  • Four-year degree from an accredited university
  • 2 to 4 years of experience in Financial Services, preferably in an RIA environment with audit, accounting, or investment performance exposure
  • Strong math and computer skills, especially Excel
  • Experience with Black Diamond and Microsoft Dynamics CRM systems preferred
  • Strong written and oral communication skills; quick to respond
  • Analytical thinking skills with close attention to detail and the ability to spot errors and inconsistencies
  • Team player with the ability to work independently
  • Ability to manage multiple tasks while maintaining quality levels
  • Excellent time management and organizational skills
  • Ability to work independently and productively from home; being available during normal business hours as if working in an office with the team
What we offer at Choreo

Expected annual salary ranges from $70,000 to $90,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications.

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

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Average business analyst salary in the Financial industry is $102,241.
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Choreo

Choreo

is hiring

Business Analyst, Wealth Management

Website:
Posted on: 
July 14, 2024

About Our Company

We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.

Job Description & Responsibilities

The Wealth Management Business Analyst will be responsible for owning all reporting requests, providing the management and analysis of business data for use in decision making and organizational improvement initiatives. The Business Analyst will be tasked with reviewing firmwide reporting, will review and analyze and variances, and research root causes of change. In addition to reporting analysis, the Business Analyst will also manage Executive and board-level KPIs and dashboard summaries. This role will be aligned to the Finance team and report to the Chief Financial Officer, but will also support and partner with the Technology, Platform Management, Growth, and Wealth Advisory departments.

Primary Responsibilities:

  • Aggregates and performs statistical analysis on financial data
  • Integrates data from multiple sources and functional areas, ensuring data accuracy and integrity, and managing updates and reconciliations when needed.
  • Writes queries and generates reports to provide data for various analytical projects
  • Interprets data to identify business trends and conduct root cause analysis of discrepancies
  • Helps develop KPI calculations for Executive and Board level reporting, and creates effective dashboards to summarize standard metrics

Requirements

Basic Qualifications:

  • Four-year degree from an accredited university
  • 2 to 4 years of experience in Financial Services, preferably in an RIA environment with audit, accounting, or investment performance exposure
  • Strong math and computer skills, especially Excel
  • Experience with Black Diamond and Microsoft Dynamics CRM systems preferred
  • Strong written and oral communication skills; quick to respond
  • Analytical thinking skills with close attention to detail and the ability to spot errors and inconsistencies
  • Team player with the ability to work independently
  • Ability to manage multiple tasks while maintaining quality levels
  • Excellent time management and organizational skills
  • Ability to work independently and productively from home; being available during normal business hours as if working in an office with the team

What we offer

Expected annual salary ranges from $70,000 to $90,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications.

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave
Apply now

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