Sales Analyst - Advisory Services
Personal Capital is the pioneer and market leader in digital wealth management, disrupting the traditional $30 trillion U.S. wealth management market. The company is a hybrid of technology driven advice complemented with human advisors, delivered virtually and directly to the consumer. Our free personal finance app is utilized by over a million users helping them track over $500 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $8 billion in personalized investment portfolios for families in the U.S. Personal Capital has raised over $200 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to execute on its vision.
The Advisory Services Business Analyst is responsible for driving, coordinating, and executing data analytics and efficiency initiatives across multiple departments including Advisory, Product, Marketing, Data, and Finance with a core focus Personal Capital’s Advisory Services group.
The Advisory Services Business Analyst should desire to work on multiple projects simultaneously with the ability to change focus quickly. They must love extracting and transforming large amounts of data into actionable business information, making it readily available to stakeholders in an easy to understand format.
Specific duties include, but are not limited to: