Wealth Management Analyst - Entry Level Job at PrincePerelson & Associates, Salt Lake City, UT

UXZHSGNXdEtXUjlRdVc3b09NMnc2bUwzdWc9PQ==
  • PrincePerelson & Associates
  • Salt Lake City, UT

Job Description

Wealth Management Analyst - Entry Level SLC, UT (In-Office) – Relocation required without relocation assistance $47-56K/year Are you a recent graduate looking for an opportunity in financial services? Start your career with the Wealth Management Operations team working for a prestigious investment bank in Salt Lake City and help deliver investment solutions to clients around the world. As a Wealth Management Analyst Intern, you’ll work closely with global partners across Compliance, Technology, and Private Wealth Management to ensure the accuracy and integrity of product data. This is a great opportunity to build a strong foundation in financial operations, risk management, and investment data. Wealth Management Analyst Responsibilities: Build a strong foundation in finance by learning how product data flows through Wealth Management systems. Use your analytical thinking to investigate and resolve product and pricing issues, helping ensure data accuracy. Collaborate with internal teams to support client reporting needs and uphold the firm’s fiduciary responsibilities. Work cross-functionally with Compliance, Technology, and Operations teams to ensure product and pricing information is accurately reflected across client platforms and statements. Develop your risk awareness by following established controls and contributing ideas for process improvements. Wealth Management Analyst Requirements: Bachelor’s degree required Previous Operations experience (preferred) Strong communication and interpersonal skills Proven analytical and problem-solving ability Ability to multi-task and prioritize accordingly MS Office (Excel/Word/PowerPoint) proficiency Ability to work effectively in a team environment Strong control focus and attention to detail Why you want to work here: Gain experience with a Leading Global Financial Firm Medical benefits PTO Monday to Friday Schedules Collaborative and diverse working environment PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States. PrincePerelson & Associates

Job Tags

Internship, Local area, Relocation package, Monday to Friday,

Similar Jobs

PrismHR

Barber Job at PrismHR

What You'll Do: Maintain Licensure: Hold and actively maintain a current Nebraska Barber license in good standing throughout employment. Deliver Quality Services: Consistently perform high-quality grooming services (including cuts, fades, shaves, and beard work) ...

Vibra Travels

Chief Clinical Officer Job at Vibra Travels

Chief Clinical Officer Vibra Specialty Hospital of Portland 10300 NE Hancock Street, Portland, OR COME BUILD YOUR CAREER WITH VIBRA HEALTHCARE! We are seeking a Chief Clinical Officer to join our team!*Bachelor of Science Degree in Nursing required ...

Aspire 2 Inspire Now Pty Ltd

Scrum Master Job at Aspire 2 Inspire Now Pty Ltd

Work From Anywhere | Agile & Scrum Methodologies | Digital StrategyAre you a passionate...  ...next level? Do you thrive in fast-paced, remote environments and love driving innovation...  ...Candidate: Experienced Agile Coach, Scrum Master, or Project Manager with expertise in... 

The Fountain Group

Aircraft Technician Job at The Fountain Group

 ...VARIOUS LOCATIONS!! The Fountain Group is currently seeking Aircraft Technicians for a prominent client of ours. There are multiple positions open in the following locations: North Charleston, SC ($25 - $37/hr - $5k Relocation Package!!!) Maxwell AFB, AL - $... 

Ascendion

Estate Planning Attorney Job at Ascendion

 ...office Key Responsibilities: Provide sophisticated estate and tax planning for high-net-worth clients, including individuals, families...  ...in estate planning is highly valued, but not essential. Attorneys with corporate transactional or tax-focused backgrounds from...