About this role
Lead Analyst, Wealth Management Strategy at Integritymarketing. Location: Dallas, Texas, United States. Role: lead governance, conduct analysis, present reports Requirements: 6+ years in wealth management financial analysis; bachelor’s in finance/economics/business; CFA/CFP preferred; expert in financial modeling, data analysis, and reporting tools (Excel, Bloomberg, FactSet). Category: Finance and Accounting Seniority: Mid Level Tools: Excel, Bloomberg, FactSet, Financial modeling Certifications: cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English