Job Description

Lensa is the leading career site for job seekers at every stage of their career. Our client, PrincePerelson & Associates, is seeking professionals in Salt Lake City, UT. Apply via Lensa today!

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.

Job Tags

Local area, Relocation package, Monday to Friday,

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