Wealth Management Analysts

Wealth Management Analyst on Phone

Wealth management analysts are entry-level professionals who assist associates and partners by conducting financial research, performing basic financial modeling, and handling a variety of administrative and support duties (i.e., creating PowerPoint presentations, organizing presentation materials, fetching lunch, making photocopies, etc.). 

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Quick Facts
Alternate Title(s) None
Duties Conduct research, perform basic financial modeling, and provide administrative support to wealth managers
Salary Range $25,000 to $100,000+
Work Environment Primarily Indoors
Best Geographical Location(s) Opportunities are best in areas where a large number of high-net-worth individuals reside
Minimum Education Level
  • Bachelor's Degree
School Subjects
  • Business
  • Economics
  • Mathematics
Experience An internship or a summer analyst program at a wealth management firm, investment bank, or other financial employer
Personality Traits
  • Enterprising
  • Hands On
  • Organized
Skills
  • Financial
  • Math
  • Research
Certification or Licensing Recommended
Special Requirements None
Employment Prospects Good
Advancement Prospects Good
Outlook Faster than the Average
Career Ladder
  • Managing Director
  • Partner
  • Chief Investment Officer/Lead Portfolio Manager
  • Associate
  • Analyst

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