Business Analyst

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
The Business Analyst is responsible for providing business metric and program analysis, report management, and project support at several different levels. The position requires the incumbent to have diverse administrative expertise and to oversee various policies, programs, and initiatives, to be able to think strategically, as well as perform in a proactive manner with limited supervision. The position also requires the individual to build and maintain relationships with field management, and work closely with other organizations within the LOB.

Merrill Private Wealth Management, International and Institutional is a division of Merrill Lynch Wealth Management that offers a broad array of personalized wealth management products and services. This group provides tailored solutions to meet the sophisticated needs of ultra-high net worth individuals and institutions. The Merrill Private Wealth Management, International & Institutional Business Analyst will work with the Chief Operating Officer of PWM, International and Institutional to provide analytics and reporting in support of the three lines of business. The position requires the individual to build, collaborate and maintain relationships with other members of the COO team and partners across MLWM and the Enterprise.

Responsibilities:

• Manages a portfolio of reports and analytics
• Conducts analysis and assists in identifying trends and opportunities to grow business, manage expenses, and improve operating models
• Provides leadership with timely and appropriate status/progress reports and key metrics relevant to business initiatives
• Recommends improvements for greater efficiencies and productivity
• Carries out all regular assigned tasks as well as ad hoc analysis to support LOB leadership, the COO organization and field leaders
   

Required Qualifications:

• 2+ years financial industry experience
• Strategic mindset with strong analytical skills
• Excellent interpersonal, communication (verbal and written) and relationship building skills
• Ability to prioritize work and deliver projects in a timely manner
• Detail oriented
• Strong organization and follow-through skills
• Proactive team player, cooperative and willing to help in any situation
• Proficiency in Microsoft Windows and Office applications, especially Excel, PowerPoint, and Word
• Strong desire to excel and execute in a dynamic environment

Desired Qualifications:

• Bachelor's degree in related field
• Knowledge and experience in the wealth management industry
• Understanding of MWM reporting platforms and tools like PMAC

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil ​liability.​  

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600), US - NY - New York - 225 LIBERTY ST (NY3002)

Pay and benefits information

Pay range

$70,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.