The Role
As a Business Analyst in the Portfolio Solutions team, you will support business analytics, project execution, and process improvements, contributing to the growth of WisdomTree's platform.
Summary Generated by Built In
We are seeking a Business Analyst to join our Portfolio Solutions team. In this entry-level role, you will support the ongoing growth and evolution of WisdomTree’s Portfolio Solutions platform by driving business analytics, cross-functional project execution, and process improvements across our business.
The ideal candidate will bring a strong understanding of financial services and investment products as well as experience collaborating across teams. This individual will be a proactive problem-solver with strong analytical and communication skills. They should be curious, analytical, and eager to identify industry trends while contributing to the continued innovation and growth of an established, fast-evolving business unit.Success in this role would be achieved by:
- Supporting cross-functional initiatives that help scale the Portfolio Solutions platform
- Maintaining and enhancing dashboards, business reports, and usage analytics to track KPIs and identify growth opportunities
- Driving process improvements related to platform delivery, CRM automation, model update workflows, and advisor experience
- Supporting the creation and refinement of marketing content, tools, and reporting that help advisors and distribution teams engage more effectively
- Participating in ad-hoc projects as needed
Experience and Required Skill Set:
- Entry-level
- BS/BA degree required, along with strong academic background
- Strong analytical, organizational, and communication skills (written and verbal)
- Highly developed critical thinking and interpersonal skills
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
Benefits for this Role:
WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:
· medical, dental and vision coverage with multiple plan options;
· health savings and flexible spending accounts;
· employer-paid life, disability and business travel insurance;
· 401(k) plan with company match;
· flexible paid time off;
· educational reimbursement programs;
· wellness and fitness activities;
· paid parental leave; and
· volunteer time off
All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies.
About Us:
WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.
*The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://www.wisdomtreeconnect.com for more information.
Work Smart:
Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.
Mission, Vision & Values:
WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.
Learn more at https://www.wisdomtree.com
WisdomTree is proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.
Skills Required
- BS/BA degree
- Strong analytical, organizational, and communication skills
- Highly developed critical thinking and interpersonal skills
- Strong attention to detail
- Ability to manage multiple priorities in a fast-paced environment
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The Company
What We Do
WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions. We empower investors to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing next-generation digital products and structures, including digital funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™. For more information about WisdomTree and WisdomTree Prime™, visit: https://www.wisdomtreeprime.com. Please visit us on Twitter at @WisdomTreeNews. WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.
