Analyst, Business Management & Strategy

• Support strategy development including research analysis and compelling strategic recommendations that solve business problems.
• Gather data and perform financial analyses to identify opportunities and diagnose issues
• Oversees the consolidation of business performance data and delivers actionable insights to guide management decisions including board-level reporting.
• Create financial models to assess future state financial benefits / costs. Contribute in problem solving sessions workshops and interviews with cross-functional and business line working team members and subject matter experts.
• Collaborate with key internal and external stakeholders to support the achievement of deliverables and overall objectives

• Provide key market customer and competitive assessments for the overall Wealth and Financial Services industry as well as for specific project needs including:
  • Key industry trends impacting Wealth and Financial Services industry including regulatory customer geographical innovation etc. leveraging external industry and analyst reports as well as through monthly internal discussions.
  • Key competitive insights (financial market innovation etc.) including robust benchmarking of key performance metrics that would help surface gaps / opportunities.
• Review and generate insights using other internal reports.
• Champion a client focused culture to deepen client relationships and leverage broader relationships systems and knowledge.

• Lead the end-to-end completion of the Quarterly Board Book for Management Committee and Partners including coordinating content inputs from internal teams and key stakeholders.
• Consolidate review and synthesize strategic financial and performance materials into a clear cohesive executive-level narrative.
• Manage timelines version control and quality assurance to ensureaccurate consistent andtimelydelivery of Board materials.

• Act as the primary liaison between referral partners and PCMfacilitatingongoing communication and addressing any concerns or inquiriesregardingthe referral models or referral parties.
• Facilitate changes in referral relationships including:
  • onboarding new advisors
  • revising disclosures and agreements for advisors moving firms
  • adjusting fee structures when needed
  • managing terminations or transitions in partnership status.
• Maintain relationships with existing referral partners to foster collaboration andoptimizeexisting relationships.
• Co-lead the annual certification process with Compliance coordinating content external communications andtimelycompletion of required signatures.

• An undergraduate degree in Business Finance or a related field.
• 2 4 years of experience in business development strategy consulting or similar role within wealth management or financial services.
• Ability to deliver results in a fast-paced challenging and dynamic business environment.
• Strong interpersonal skills leadership and influential capabilities.
• Strong planning and analytical skills ability to discern research information / data and focus on the critical business issues.
• Experience working independently as well as in partnership with other team members
• Strong presentation and written communication skills.
• Proficiency in MS Excel.
• Strong knowledge with other MS Office products including Word and PowerPoint

Required Experience:

IC