Analyst - Client Advisor Solutions
2 months ago
Bessemer Trust is seeking a dynamic and analytical individual to join our team as an Analyst for the Head of Client Advisor Solutions. The ideal candidate will possess strong presentation skills, adeptness in working with and manipulating data sets, and a proactive, self-starting attitude.
Primary Responsibilities:
* Data Analysis and Manipulation: Collect, analyze, and interpret data to provide actionable insights and support decision-making for client advisory initiatives.
* Presentation Development: Create compelling presentations and reports to effectively communicate findings, recommendations, and insights to internal stakeholders.
* Client Advisory Support: Assist in providing strategic guidance and support to advisors, leveraging data-driven insights and analysis.
* Project Management: Manage projects and initiatives related to client advisory solutions, ensuring timely delivery and high-quality outcomes.
* Collaboration: Collaborate with cross-functional teams to drive innovative solutions and address needs effectively.
* Continuous Improvement: Identify opportunities for process improvement and optimization.
* Market Research: Stay informed about industry trends, competitor activities, and market dynamics to provide informed recommendations and insights relative to Bessemer's objectives.
Qualifications:
* Bachelor's degree in business, economics, finance, or related field.
* Minimum of 2 years of relevant work experience, with a top consulting firm or financial services organization.
* Knowledge of investment products, financial markets, and wealth management concepts.
* Strong analytical skills and proficiency in data analysis tools and techniques.
* Comfortable with technology and collaborating with technologists.
* Excellent presentation skills with the ability to convey complex information in a clear and concise manner.
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