FBM Analytics & Operations - Client Segments - Analyst - Wealth Management

Execute preexisting processes related to key Field Home Office functions Point person with various corporate partners to conduct research and analysis, specifically with Human Resources, Finance and Technology Collaborate with teams in Mumbai, NY, and Budapest to distribute a suite of management reporting and trend analysis produced on monthly and quarterly basis Understand Wealth Management Home Office initiatives as a basis to perform analysis Develop, implement and present policy specifications, key data and metrics to management Leverage different data sources and methodologies to verify accuracy of outputs Identify key issues, gather data to investigate those issues and develop actionable recommendations Perform other duties and special projects as assigned Minimum of 1-2 years of Wealth Management or Industry experience Bachelor's degree required Strong organizational, project management and analytical skills Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail Possess a strong sense of accountability/ownership Self-motivated and able to work on a strong team and high activity environment Flexible in work style and able to work collaboratively with others on the team Demonstrated effectiveness with both oral and written communication Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.