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Wealth Management Analyst

Myriad

Job Location:

Scottsdale, AZ - USA

Yearly Salary: USD 70000 - 100000

Posted: 5 September 2026 (21 hours ago)

Application Deadline: 3 December 2026

Vacancies: 1 Vacancy

Job Summary

About the Role

We are seeking a detail-oriented Wealth Management Analyst to support portfolio analysis investment reporting risk monitoring and advisor support through the use of Aladdin BlackRocks investment management and risk platform. This role is ideal for someone who enjoys working with investment data financial technology and cross-functional teams to deliver accurate insights that support sound investment decision-making.

In this position you will work closely with portfolio managers wealth advisors operations compliance and technology partners to help monitor portfolios validate data prepare reporting and identify opportunities to improve investment processes.

What Youll Do

Monitor and analyze investment portfolios asset allocation performance exposures and risk using Aladdin and related reporting tools.
Prepare portfolio investment and management reports for internal stakeholders and client-facing materials.
Review portfolio holdings transactions cash positions valuations benchmarks and investment activity for accuracy and completeness.
Perform performance attribution risk and exposure analysis to support portfolio reviews and investment decision-making.
Identify data discrepancies reconciliation issues and operational exceptions and coordinate timely resolution with internal teams.
Support portfolio rebalancing investment implementation and ongoing monitoring of investment strategies.
Research securities asset classes market trends and economic conditions to support investment analysis.
Partner with portfolio management wealth advisory trading operations compliance accounting and technology teams.
Support audits regulatory reporting internal controls and adherence to established investment and operational procedures.
Recommend improvements to reporting data quality workflows and use of investment technology.

Required Qualifications

Bachelors degree in Finance Accounting Economics Business or a related field.
Experience in wealth management investment management portfolio analytics investment operations or a related financial services environment.
Experience working with Aladdin or a comparable investment management portfolio accounting risk or reporting platform.
Strong understanding of investment concepts financial markets asset classes and portfolio management.
Advanced Microsoft Excel skills including formulas pivot tables lookups and data analysis.
Strong analytical problem-solving communication and organizational skills.
High attention to detail and accuracy with the ability to manage multiple priorities and meet deadlines.

Preferred Qualifications

Direct experience with BlackRock Aladdin.
25 years of relevant experience in wealth management investment operations portfolio analytics or financial services.
CFA CFP or progress toward a relevant professional designation.
Knowledge of fixed income equities alternatives ETFs mutual funds and other investment products.
Experience with investment performance attribution risk measurement reconciliation or financial reporting systems.
Familiarity with SQL Power BI Tableau Python or other data analytics tools.

What Were Looking For

A strong analytical mindset and comfort working with investment data.
The ability to communicate complex information clearly to advisors portfolio managers and internal partners.
A proactive approach to identifying issues improving processes and maintaining accurate reporting.
Professionalism discretion and sound judgment when working with confidential financial and client information.
A collaborative working style and interest in using technology to support investment and wealth management objectives.

Location and Work Arrangement

This position is based in Scottsdale; AZ. Work arrangement and schedule will be discussed during the interview process based on business needs and the requirements of the role.

Compensation and Benefits

The expected compensation range for this position is $70000 to $100000 annually based on experience qualifications and business needs. This position is also eligible for benefits and bonus compensation.

How to Apply

Interested candidates are encouraged to apply directly through this job posting. Please submit a current resume for consideration. Qualified candidates will be contacted regarding next steps in the interview process.

We are an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees without regard to race color religion sex national origin age disability genetic information veteran status or any other protected status under applicable federal state or local law.

Required Experience:

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