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41 wealth management analyst jobs at 6 companies in Richardson, TX

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Wealth Portfolio Management Analyst I
Dallas, Texas, United States
OnsiteFull Time
Frost Bank
Frost BankNYSE: CFR: Provides personal and commercial banking, investment, and insurance services.
Bachelor’s degree in finance or related field; knowledge of macroeconomics, financial markets, and securities; strong communication, analytical, and organizational skills; Microsoft applications proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, FactSet, Bloomberg
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2w
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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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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
1+ YOEBachelor's degree required; 1–3 years of preferred client service or financial industry experience. Requires strong communication, organization, integrity, and client-service skills. SIE, Series 7, and Series 63 required within three months.
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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: Global investment banking, securities, and investment management firm.
1+ YOEBachelor's degree and 1–3 years of preferred client service or financial industry experience. Requires strong communication, organization, interpersonal skills, integrity, and SIE, Series 7, and 63 credentials within three months.
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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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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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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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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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4d
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Senior Manager, Alternative Investment Analyst
Southlake, Texas, United States
$110k-$150k/yr HybridFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOERequires 3+ years in alternative investment analysis, credit underwriting, risk management, wealth management, private banking, or HNW lending; experience reviewing alternative investment structures and documentation; strong credit analysis skills.
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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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