Portfolio Solutions Business Analyst
About The Position
We are seeking a Business Analyst to join our Portfolio Solutions team. In this entry-level role, you will support the ongoing growth and evolution of WisdomTree’s Portfolio Solutions platform by driving business analytics, cross-functional project execution, and process improvements across our business. The ideal candidate will bring a strong understanding of financial services and investment products as well as experience collaborating across teams. This individual will be a proactive problem-solver with strong analytical and communication skills. They should be curious, analytical, and eager to identify industry trends while contributing to the continued innovation and growth of an established, fast-evolving business unit.
Requirements
- Entry-level BS/BA degree required, along with strong academic background
- Strong analytical, organizational, and communication skills (written and verbal)
- Highly developed critical thinking and interpersonal skills
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
Nice To Haves
- Strong understanding of financial services and investment products
- Experience collaborating across teams
- Proactive problem-solver
- Curious, analytical, and eager to identify industry trends
Responsibilities
- Supporting cross-functional initiatives that help scale the Portfolio Solutions platform
- Maintaining and enhancing dashboards, business reports, and usage analytics to track KPIs and identify growth opportunities
- Driving process improvements related to platform delivery, CRM automation, model update workflows, and advisor experience
- Supporting the creation and refinement of marketing content, tools, and reporting that help advisors and distribution teams engage more effectively
- Participating in ad-hoc projects as needed
Benefits
- medical, dental and vision coverage with multiple plan options
- health savings and flexible spending accounts
- employer-paid life, disability and business travel insurance
- 401(k) plan with company match
- flexible paid time off
- educational reimbursement programs
- wellness and fitness activities
- paid parental leave
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
