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Social Capital Resources Linkedin · Posted 25d ago

Wealth Management Operations Analyst

New York City, New York, United States

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Indexed description

Top-Tier Investment Advisory Firm is Seeking a Wealth Management Operations Analyst!


Responsibilities:


  • Responsible for delivering integrated financial oversight across asset allocation, liquidity management, and broader strategic planning to our clients
  • Coordinate client workflows, including deliverables and requests, and partner with internal teams across reporting, investments, and operations
  • Maintain and actively monitor client wealth systems, including asset allocation, performance, and liquidity, to support accurate, real-time decision-making
  • Own the organization, maintenance, and synthesis of client information and data to support consistent, high-quality portfolio oversight


Qualifications:


  • Bachelor's Degree
  • 1-3 years experience working in wealth management, supporting high net worth clients
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