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About the Role
The Analyst plays a key role in supporting organizational effectiveness by providing analytical, operational, and administrative support across the business. This position partners with leadership and cross-functional teams to improve processes, support strategic initiatives, and ensure the efficient execution of day-to-day operations.
Responsibilities
- Provide analytical and administrative support to leadership and corporate functions, including research, reporting, documentation, and coordination of organizational initiatives.
- Collect, analyze, and maintain operational, administrative, and organizational data to support informed decision-making.
- Prepare reports, presentations, summaries, dashboards, and other management materials as required.
- Monitor administrative processes, workflows, and procedures and identify opportunities for improvement, standardization, and increased efficiency.
- Support the development, implementation, and maintenance of organizational policies, procedures, and operating practices.
- Coordinate cross-functional projects, meetings, initiatives, and administrative activities to ensure timely completion and effective communication.
- Conduct research and provide analysis to support organizational planning, policy development, and management decision-making.
- Support compliance with applicable company policies, procedures, regulatory requirements, and internal controls.
- Develop and maintain process documentation, standard operating procedures, and administrative guidelines.
- Serve as a resource to employees and internal stakeholders by responding to administrative inquiries and facilitating timely resolution of issues.
- Support special projects and other organizational initiatives as assigned by leadership.
Requirements
- Bachelor’s degree in Business Administration, Public Administration, Management, Human Resources, or a related field preferred.
- Some professional experience in administrative analysis, business operations, project coordination, or a related field preferred.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Strong attention to detail and ability to manage multiple priorities and deadlines.
- Proficiency with Microsoft Office Suite, including Excel, Word, and PowerPoint.
- Ability to analyze information, prepare clear reports, and communicate findings effectively.
- Ability to handle confidential and sensitive information with professionalism and discretion.
- Demonstrated ability to work collaboratively across departments and with employees at various levels of the organization.
Skills
- Microsoft Office Suite
- Excel
- Word
- PowerPoint
- Analytical skills
- Organizational skills
- Problem-solving skills
- Written communication skills
- Verbal communication skills
- Attention to detail
- Ability to manage multiple priorities and deadlines
- Ability to analyze information
- Ability to prepare clear reports
- Ability to communicate findings effectively
- Ability to handle confidential and sensitive information
- Ability to work collaboratively
Experience Level
- Some professional experience
Education Level
- Bachelor’s degree in Business Administration, Public Administration, Management, Human Resources, or a related field preferred
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
About the Company
- Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
- We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
- With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise.
- Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.
- Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
- For more information, visit www.wealthspire.com.
- Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Equal Opportunity
- Wealthspire is an inclusive Equal Employment Opportunity employer.