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18 wealth management analyst jobs at 7 companies in Euless, TX

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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
Bachelor's degree required; 1-3 years preferred in client service or financial industry; strong communication and organizational skills; must obtain SIE, Series 7 and 63 within three months; ability to work under pressure.
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3d
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Boston or Dallas or Austin or Irvine
$60k-$101k/yr OnsiteFull Time
State Street
State StreetNYSE: STT: Provides investment management and custody services to institutional investors.
2+ YOEUndergraduate degree required (graduate preferred); 2+ years related experience in product, strategy, consulting, or finance; product lifecycle, stakeholder management, and presentation skills; familiarity with custody, clearing, trading, and integrations.
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3d
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Dallas, Texas, United States
$60k-$101k/yr OnsiteFull Time
State Street
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
2+ YOEUndergraduate degree required; graduate degree preferred. Requires 2–5+ years of related experience in product management, investment banking, consulting, corporate development, business analysis, or strategy.
AI, advanced analytics
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
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2mo
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New York
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$75k-$125k/yr OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
1+ YOEBachelor's degree required, 1-3 years client service or financial industry experience preferred, SIE/Series 7/Series 63 required, strong communication, client service, and organizational skills; ability to work under pressure.
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2w
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Asset & Wealth Management, PWM, Center of Excellence – NPWA Client Implementation, Wealth Management Professional  - Analyst
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
Knowledge of financial services, strong communication, organizational and client-service skills; SIE, Series 7 and 63 must be obtained within three months.
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2mo
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Wealth Performance & Analytics Analyst
Charlotte or Dallas
$75k-$120k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOEBachelor's degree or equivalent; 3+ years data analytics experience; SQL, Tableau or Power BI, Excel modeling and relational databases; wealth management experience preferred.
SQL, Tableau, Power BI, Microsoft Excel
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2d
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Wealth Performance & Analytics Analyst
Charlotte or Frisco
$71k-$112k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOEBachelor's degree or equivalent experience, 3+ years of data analytics experience, and strong statistical modeling skills. SQL, data visualization, Excel modeling, relational databases, and wealth management experience are preferred.
SQL, Tableau, Power BI, Microsoft Excel
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4w
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Sr Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo
Cleveland or Columbus or Buffalo or Dallas
$43k-$152k/yr OnsiteFull Time, Contract
Photon: A financial services employer modernizing its wealth management platform through a multi-phase transformation.
Proven BA skills in gap analysis and requirements documentation, wealth management domain knowledge, Agile experience, Jira, strong communication; SQL and Big Query proficiency preferred.
Jira, SQL, Big Query, Miro, Draw.io, Confluence, Envestnet, Pershing, FIS, MoneyGuidePro, eMoney
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1mo
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Asset & Wealth Management, Platform Management, Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
1+ YOE1-4 years in financial services, strong analytical skills, Excel and PowerPoint proficiency, financial acumen for cash flows and performance metrics, excellent communication and problem-solving.
Microsoft Excel, Microsoft PowerPoint
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Asset & Wealth Management, Product Management, Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
2+ YOEBachelor's in quantitative field, 2+ years analyzing online/mobile customer data, expertise with Adobe Analytics, SQL/R/Python, Tableau or Qlik, strong communication and problem-solving skills.
Adobe Analytics, Tableau, Qlik, SQL, R, Python
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3w
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Asset-Wealth & Capital Management BA
Boston or Charlotte or Dallas or Jersey City or Los Angeles or New York or Tampa
$79k-$137k/yr OnsiteFull Time
Infosys
InfosysNYSE: INFY: Provides IT consulting, software development, and business outsourcing services.
Experience in asset/wealth/capital markets, Scrum Master knowledge, data analytics and SQL experience, bachelor's degree or equivalent, strong communication and documentation skills, US work authorization without sponsorship.
SQL Server - Analytics, Agile Management Tools
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2w
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Asset & Wealth Management, Operational Risk, Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
2+ YOEBachelor's in risk management/business/finance,2+ years financial services experience with operational risk or audit exposure,strong analytical,communication,and reporting skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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1mo
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Recruitment Sourcing/Research Analyst - Asset & Wealth Management
Plano or Chicago or New York
$51k-$92k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year full lifecycle recruiting experience in corporate or agency environments; strong sourcing, interviewing, project management, and relationship-building skills; comfortable with confidential information and virtual candidate engagement.
Zoom
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Asset & Wealth Management, Communications Operations, Analyst - Richardson, TX
Richardson, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
1+ YOE1+ years experience; strong SQL; experience with communication automation/CRM (Braze, Adobe Campaign) and tools (Alteryx, Microsoft Excel, HTML, Jira, GitLab); bachelor’s degree required; strong project, communication, and analytical skills.
SQL, Braze, Adobe Campaign, Alteryx, Microsoft Excel, HTML, Jira, GitLab
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Asset & Wealth Management, Real Estate Debt Capital Markets, Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
1+ YOEMinimum 1 year real estate finance or loan origination experience; strong Microsoft Excel and Office skills; excellent written/verbal communication, organization, and ability to work in fast-paced environment.
Microsoft Excel, Microsoft Office
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1mo
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
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1mo
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Wealth and Investment Portfolio Manager III
Dallas, Texas, United States
OnsiteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
5+ YOEBachelor's degree and 5+ years of investments/analyst experience; monitors investment performance, makes strategy recommendations, and may supervise junior staff.
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