CW Analyst_USA_USD
About The Position
The Products & Pricing team in Private Wealth Management Operations partners with the PWM business, Compliance, Engineering, and global Operations teams to maintain firm-wide relationships and safeguard the integrity of product data in PWM systems. The role involves reviewing new product offerings, executing pricing requests, resolving breaks, and supporting product classifications, investment-strategy benchmark tracking, and pricing and valuation flows. The Analyst is expected to work independently with little or no supervision, contribute to high-visibility projects, and collaborate with business partners to advance organizational objectives. Success requires prioritizing work, meeting deadlines, communicating across organizational levels, and adapting to changing demands. The position is based in Salt Lake City, Utah, and is offered for a six-month contract.
Requirements
- Bachelor’s degree or higher.
- Proficiency with MS Office, including Excel, PowerPoint, Word, and Outlook.
- Strong organizational skills, attention to detail, and follow-through.
- Ability to manage multiple projects with competing deadlines.
- Team-oriented approach, positive attitude, and strong work ethic.
- Strong written and verbal communication skills.
- Ability to work in a fast-paced environment and adapt quickly to changing demands.
- Ability to self-direct, analyze information, and form recommendations.
- Ability to interact effectively and build relationships with stakeholders.
- Integrity, ethical standards, and sound judgment.
Nice To Haves
- Willingness to adopt and use new tools and technology.
- Ability to manage competing workloads with little supervision.
- Adaptability to a changing product landscape.
- Self-motivation and ability to work with little supervision.
Responsibilities
- Participate in reviews of new product offerings.
- Execute pricing requests.
- Review and resolve breaks.
- Collaborate on projects.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
