Senior analyst, wealth management

As a senior analyst within our Wealth Management practice, you will strive to become a thought leader and trusted advisor to financial institutions and technology vendors. You will focus on providing actionable recommendations to our customers by producing research papers, interacting with clients, and leading consulting engagements.

The ideal candidate brings solid industry expertise (10+ years of experience at an introducing broker-dealer firm or a service provider to the wealth management industry segment—correspondent clearing firm, asset management firm, management consulting firm, or leading technology vendor), proficiency in technology and business strategies, proven written and oral communication skills, an ability to formulate original analyses and actionable recommendations, and proven quantitative analysis skills. Candidates must be fluent in English (fluency in another language, such as Chinese, Japanese, French, German, or Spanish, is always welcome). A bachelor's degree from an accredited college or university is required; an M.B.A. is a plus.

Senior analysts are expected to excel in the following areas:

  • Producing high-quality research reports monthly

  • Providing ongoing support to the financial institutions and technology vendors that subscribe to our research practices

  • Supporting the sales team in expanding our client base for our research and consulting practices

  • Regularly securing speaking engagements at industry and client conferences and events

  • Becoming a source of reference for the trade and top-tier press

Aite Group believes our success depends on the human and professional qualities of our employees. Aite Group seeks personable individuals who can work independently with minimal supervision and collaborate with a team. We welcome inquiring minds and provocative thinkers who, in addition to closely following their own sector, keep current with domestic and global social, economic, and political trends and issues.

Aite Group is headquartered in Boston, and the candidate would ideally be based in Boston or New York City. Aite Group expects much from the people it attracts and is committed to offering these individuals a rewarding professional environment. Compensation consists of a base salary along with a performance-based bonus. Aite Group is an equal opportunity employer.

Interested and qualified? Submit your resume and cover letter to [email protected].

Aite Group will never contact you from any domain other than

Since Aite Group's inception, our founders have remained committed to running a firm that deeply values its people, rewards loyalty and stellar performance, and is dedicated to giving all staff members opportunities to grow personally and professionally.

Interested and qualified candidates should submit a resume to:

[email protected]

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