Lead as a Wealth Insights Manager at PriceMetrix, part of Coalition Greenwich. Focus on delivering analytical insights and strategic support for wealth management firms across North America.
In your role, you will manage the operation and analysis of our Wealth Management performance diagnostics. You'll engage with external clients to collect and assess performance data while presenting actionable insights to key executives. This position requires solid project management abilities and expertise in handling complex datasets to drive impactful solutions for clients.
Key Responsibilities:
• Oversee data management and analytical operations
• Collect data and confirm client participation
• Analyze performance metrics with industry benchmarks
• Present insights to executive-level clients
• Collaborate with and mentor junior analysts
Requirements:
• 5-7 years of data analysis experience
• Proficient in Excel and PowerPoint
• Ability to effectively communicate complex ideas
• Experience with banking and wealth management
• Relevant University Degree
Drive impactful strategies in wealth management analytics at PriceMetrix while enhancing client offerings.
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