Senior Analyst: Wealth Management
Boston MA

 

THE COMPANY:

Our client is an independent research and advisory firm focused on business, technology, and regulatory issues and their impact on the financial services industry. With expertise in banking, payments, wealth management, capital markets, and insurance, the firm’s analysts deliver comprehensive, actionable advice to key market participants in financial services. Headquartered in Boston with a presence in Chicago, New York, San Francisco, London, and Milan, this organization works with its clients as a partner, advisor, and catalyst, challenging their basic assumptions and ensuring they remain at the forefront of industry trends

THE JOB:

As a Senior Analyst within our Wealth Management practice, you will strive to become a thought leader and a trusted advisor to financial institutions and technology vendors. You will focus on providing actionable recommendations to our customers by producing research papers, interacting with clients, and leading consulting engagements.

 

Senior Analysts are expected to excel in the following areas:

  • Producing high-quality research papers on a monthly basis
  • Providing ongoing support to the financial institutions and technology vendors that subscribe to our research practice
  • Supporting the sales team in expanding our client base for our research and consulting practices
  • Securing speaking engagements on a regular basis at industry and client conferences and events
  • Becoming a source of reference for the trade and top-tier press in their domain of expertise

 

WHAT IT TAKES:

The selected candidate will have:

 The ideal candidate brings a solid industry expertise (10+ years experience at a introducing broker/dealer firm or a service provider to this wealth management industry segment, e.g., correspondent clearing firm, asset management firm, management consulting firm, or leading technology vendor); proficiency in technology and business strategies; proven written and oral communication skills; an ability to formulate original analyses and actionable recommendations; and proven quantitative analysis skills.

Candidates must be fluent in English. Fluency in another language, such as Chinese, Japanese, French, German, or Spanish is a plus. A bachelor’s degree from an accredited college or university is required. An MBA is a plus.

 

WHY APPLY:

Our client believes their success depends on the human and professional qualities of its employees. They seek well-rounded, personable individuals that can work independently with minimal supervision and also excel in a team-oriented environment. The company welcomes inquiring minds and provocative thinkers who, in addition to closely following their own sector, keep current with domestic and global social, economic and political trends and issues.

This organization has high expectations for the individuals they attract, and is committed to offering these individuals a professional and rewarding environment. Compensation consists of a base salary along with a bonus, which is based on performance.

 

Applicants should contact our search firm:

Wallace Associates

positions@wallaceassoc.com