Are you detail-oriented and passionate about financial performance reporting? We’re looking for a Wealth Management Performance Analyst to ensure the accurate and timely reporting of client performance returns for the Private Bank network. In this role, you’ll validate performance data, support Private Bank inquiries, and collaborate with Portfolio Managers and financial professionals to maintain high-quality reporting. You’ll work with i
Are you detail-oriented and passionate about financial performance reporting? We’re looking for a Wealth Management Performance Analyst to ensure the accurate and timely reporting of client performance returns for the Private Bank network. In this role, you’ll validate performance data, support Private Bank inquiries, and collaborate with Portfolio Managers and financial professionals to maintain high-quality reporting. You’ll work with i
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