Experience Team Analyst I (new York Or St. Petersburg)

Willenborg Wealth Management

New York, US
Base: $70,000.00-$105,000.00; bonus/equity: + comp...
Cross-functional initiative execution
Strategic presentation development
Qualitative and quantitative analysis
The role supports strategic, operational, and experience-focused initiatives across the Investment Bank as part of an internal consulting team

Job Summary

  • The role supports strategic, operational, and experience-focused initiatives across the Investment Bank as part of an internal consulting team.
  • Key responsibilities include analyzing business processes, supporting technology enablement and AI adoption efforts, and managing reporting dashboards.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

The role supports strategic, operational, and experience-focused initiatives across the Investment Bank as part of an internal consulting team.

Salary

Base: $70,000.00-$105,000.00; Bonus/Equity: Additional compensation may include cash or equity; Benefits: Medical, dental, vision, life insurance, disability, retirement, PTO, parental leave

Skills & Requirements

Must-have

  • Cross-functional initiative execution
  • Strategic presentation development
  • Qualitative and quantitative analysis
  • Process improvement frameworks
  • Data visualization proficiency

Nice-to-have

  • AI tool adoption experience
  • Internal consulting background
  • Strong independent problem solving
  • Fast-paced matrix organization fit
  • Investment banking domain knowledge

Key Requirements

  • Bachelor's degree in Finance, Accounting, or Business
  • 2 to 3 years of professional experience
  • Experience in management or technology consulting
  • Proficiency in data tools like Tableau or SQL

Work Rights

Not specified

Tailored Resume

Cover Letter