Analyst, Wealth Solutions jobs in United States
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Macquarie Group · 10 hours ago

Analyst, Wealth Solutions

Macquarie Group is a global financial services group committed to delivering innovative investment solutions. The Analyst in Wealth Solutions will support business operations by assisting with the structuring, launch, and management of alternative investment products, as well as conducting market research and contributing to portfolio analysis and reporting.

BankingFinanceFinancial Services

Responsibilities

Support and contribute to all aspects of the business, working closely with investment, enterprise, and distribution teams
Assist with the structuring, launch, and management of alternative investment products
Contribute to portfolio analysis and reporting
Help with fund operations, finance, tax, and conduct market research to inform new product development

Qualification

Financial servicesAsset managementAnalytical skillsAlternative investmentsWealth managementMarket researchProblem-solving skillsCommunication skillsAttention to detailCollaboration

Required

Undergraduate degree
1–2 years of professional experience in financial services, asset management, consulting, or a related field
Strong analytical, problem-solving, and communication skills, with attention to detail
Ability to manage multiple priorities and collaborate effectively across teams
Familiarity with alternative investments and wealth management

Benefits

1 wellbeing leave day per year and a minimum of 25 days of annual leave
20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers
2 days of paid volunteer leave and donation matching
Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
Recognition and service awards
Hybrid and flexible working arrangements, dependent on role
Reimbursement for work from home equipment

Company

Macquarie Group

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Macquarie Group is a provider of banking, financial, advisory, investment, and funds management services.

Funding

Current Stage
Public Company
Total Funding
$2.14B
Key Investors
Australian Renewable Energy Agency
2023-09-12Post Ipo Debt· $500M
2021-11-08Grant· $1.11M
2018-06-15Post Ipo Equity· $664.15M

Leadership Team

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Shemara Wikramanayake
Managing Director and Chief Executive Officer
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Frank Kwok
Deputy Chief Financial Officer and Group Treasurer at Macquarie Group
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Company data provided by crunchbase