Advisory Analyst Job Description
Advisory analyst
provides additional support as needed including developing presentation material using Word, PowerBI/analytics tools, Excel, PowerPoint.
Advisory Analyst Duties & Responsibilities
To write an effective advisory analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included advisory analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Using tools such as Excel, Crystal Reports, and VersionOne, Clarity and Business Objects tools create reports from existing data sources
Interacts with advisors, business partners and various internal departments senior levels of management performing ongoing supervision and oversight of retirement programs
Track and update global pipeline of deals in order to project firm’s revenue
Interact with bankers within the firm on a frequent basis for pipeline updates
Attend sector meetings for additional color on transactions in pipeline
Coordinate with finance / accounting group on a regular basis
Provide pipeline data to the Management Committee on a weekly basis
Prepare analyses and reports in various forms
Assist with planning and preparation of materials for firm-wide calls and presentations
Report to COO of Advisory
Advisory Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Advisory Analyst
List any licenses or certifications required by the position: CISSP, CISA, CISM, CRISC, CPA, CCNP, CFA, CCIE, ISO, SANS
Education for Advisory Analyst
Typically a job would require a certain level of education.
Employers hiring for the advisory analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Computer Science, Finance, Business, Accounting, Engineering, Economics, Education, Real Estate, Mathematics, Business/Administration
Skills for Advisory Analyst
Desired skills for advisory analyst include:
Excel
Outlook
Word
Microsoft Word
PowerPoint
Syndicated data
Customary investment banking databases
Various JPMorgan systems
Compliance Administration
Fraud Prevention
Desired experience for advisory analyst includes:
Bachelor's Degree with a minimum of 2 years of financial services industry experience
Compliance experience and knowledge of RIA market or Hybrid RIAs preferred
Series 7 registration is required
Masters in Accounting, Economics, Business, Finance or related fields preferred
B.E/ B.Tech (Preferred Not Mandatory)
Must have strong SQL knowledge
Advisory Analyst Examples
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Advisory Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for an advisory analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory analyst
- Maintenance and development of firm marketing materials
- Tracking of firm wide statistics and other relevant information required for RFPs and client requests
- Collecting, organizing and tracking prospective client information
- Supporting global offices with their marketing initiatives
- Coordination and planning of marketing-related manager and client events
- Creation of monthly COS reports for operations review and other purposes
- Creation of client/prospect specific transaction reports in preparation for client and prospect meetings
- Works with Finance to verify that networks and processors are applying rates (and other charges) as planned
- Coordination of merchant on-boarding process amongst sales, sales ops, account management, treasury, business management and implementation
- Manage data and priorities within the Clarity and VersionOne
Qualifications for advisory analyst
- Minimum of a BA/BS or equivalent
- References and prior relevant experience preferred
- Data Analysis to support business decisions
- Working knowledge on Oracle/ SQL Server/ MS Access
- Reporting Tools (BO, SSRS) (Preferred Not Mandatory)
- Ability to lead work streams relatively independently
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Advisory Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of advisory analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory analyst
- Prepares reports and gathers data to support various BD and RIA regulatory filings/responsibilities
- Troubleshoots and advises on more complex Advisory Services technical issues including feed and platform questions
- Ensures independent RIAs documentation is compliant with firm policies and procedures
- Analyzes and communicates applicable changes in the securities and advisory laws and regulations to the affected business areas
- Consults and collaborates with key internal and/or external stakeholders to elicit more complex business issues, determine root cause(s), and capture Advisory Services business needs
- Provide advisory support to other global Compliance teams, including, for example, guidance on FCA COBS and EU MiFID requirements and application of compliance policies
- Analytical, due diligence and transactional support, partnering with Investment Banking industry coverage teams, corporate banking, equity capital markets and debt capital markets colleagues
- Developing financial models, conducting research and analyzing data to assist team members to advise current or prospective corporate and institutional clients on actual or prospective capital raising transactions
- Work with team members in the development of pitch books, capital structuring intelligence and related client materials to assist in winning new business
- Work with the team to ensure that transactions are executed at the highest levels, providing a superior level of client service
Qualifications for advisory analyst
- Ability to function independently cooperatively, and build consensus on compliance issues among managers, employees and representatives
- Ability to work with employees and other team members on complex issues
- Retirement program experience
- Extensive knowledge of investment products (stocks, bonds, mutual funds, options, ) a plus
- Demonstrated skills in negotiating, conflict management, and decision making
- At least 3 years experience in an accounting/finance related field
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Advisory Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for an advisory analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory analyst
- Your technical knowledge will deepen through exam training and your day-to-day work will include the preparation of company and personal tax returns, the preparation of tax disclosures for the financial statements, and drafting notes on areas of technical research
- You will also have client management responsibilities such as providing advice on key filing and payment dates, liaising with HM Revenue & Customs and administrative responsibilities such as producing analyses of time spent on client projects
- As you progress within our team, your commercial understanding and technical knowledge will broaden and you will build your own client responsibilities and ultimately begin to manage clients
- Designs or recommends integrated security system solutions that will ensure proprietary/confidential data and systems are protected
- Works with internal stakeholders such as Product Management, Client Care, clients, to clearly define and document their requests
- Translates business requirements into specific functional solutions, process flows, data flows, message data mapping, User & System Interface designs, Business Rule definitions, Use Case specifications, software and infrastructure component definition
- Help our clients manage regulatory expectations and requirement
- Asset Quality Review and stress testing
- Transforming banks to meet the expectations of the regulators' new Supervisory Review and Capital and Liquidity Adequacy Assessment Processes (ICAAP & ILAAP)
- Transforming banks to meet the criteria of IFRS 9
Qualifications for advisory analyst
- Bachelor's degree (BA) in MIS/CIS or related field
- 3-5 years PCI Audit exposure or experience
- 7-10 years of extensive knowledge of risk or security experience preferably in an enterprise setting
- Experience within the computer software industry preferred
- Analytical and technical understanding of software development life cycle
- Understand financial industry and federal regulations associated with the industry
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Advisory Analyst Job Description
Job Description Example
Our innovative and growing company is looking for an advisory analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisory analyst
- Enterprise Risk Management and risk assessment
- Requirements regime under Basel III and IV
- Assist the team in keeping up-to-date and developing business opportunities from the ever-evolving regulations and guidelines issued by the MFSA, EU, EBA and ECB around banking
- Direct GSO Sales Insights Team communications, including oversight of Intelligence Portal, templates, content deliverables, branding, eCRM Chatter posts
- Lead the quarterly update of WorldMap across a broad taxonomy of topics spanning the banking and credit union markets, including thought leadership on payments, channels, demographics, consumer behavior, risk and fraud trends, international market insights
- Lead the packaging and repurposing of thought leadership for client-facing engagements, either directly or through account and sales teams
- Create presentations based on a variety of data analysis and deliver to internal stakeholders
- Manage time-sensitive, executive-driven projects within the GSO Sales Insights team and ensure that timely deadlines are met
- Proactively develop cross-functional relationships with business units within and outside of supported departments
- Effectively communicate through written and oral reports to all levels of management, clients and sponsors with no supervision
Qualifications for advisory analyst
- High level of self-motivation and ability to work independently
- Ability to influence and work well with all levels within the organization
- Must have an undergraduate education in Computer Science or a technology related discipline
- Bachelor’s Degree in Computer Science or Software Engineering degree required
- Active professional security certifications strongly preferred
- Experience integrating security requirements based upon the OWASP Top 10/ASVS into releases via an Agile S-SDLC
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Advisory Analyst Job Description
Job Description Example
Our growing company is hiring for an advisory analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory analyst
- The Market Intelligence Analyst will be able to make informed decisions and give recommendations based on the data analysis that he/she performs
- Ad hoc reporting/projects to meet the needs of the business
- Drive provisioning and tracking of new hires to the Program Architect team
- Provide mentoring and support to ramping and newly deployed Program Architects
- Drive data quality and analytics to support the management of the Advisory business
- Manage a shadowing and other OTJ training programs to connect ramping employees with those already deployed in the field
- Coordinate the planning and logistics of multiple trainings and provide on-site support during delivery
- Serve as a liaison between Program Architects and other internal communities
- Contribute to a program vision as internal functions are scaled for growth
- Drive the creation of application and process design documents for enablement
Qualifications for advisory analyst
- Bachelor’s Degree in Business, Marketing, Compute Science and/or related fields
- Experience in a software product organization required
- Knowledge of tiered application architectures, web front-ends/server-side apps (IIS, Apache, Node.js), application servers (WebLogic, Tomcat, JBoss, ) relational databases (MS SQL, MySQL, Oracle ODM), thorough understanding of how XML gateways work (Intel ESG, IBM DataPower)
- Knowledge of Single Sign On technologies such as SAML, Kerberos and protocols, such as LDAP
- Experience working in Waterfall and Agile, including design of security / evil actor stories
- Create artifacts, models, strategy presentations