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Weingart Foundation

Los Angeles (Hybrid), California

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Washington State Investment Board

Olympia, Washington

Office of the Wyoming State Treasurer, Investments Division

Cheyenne, Wyoming

Office of the Connecticut State Treasurer, Pension Fund Management Division

Hartford, Connecticut

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Investor Strides

New York City, New York

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LACERA

Pasadena, California

Cercano Management LLC

Bellevue, Washington

State Street Corporation

Sydney, New South Wales, Australia

S&P Global

Singapore, Singapore

Deutsche Bank

London, United Kingdom

State Street Corporation

London, United Kingdom

BNY Mellon

Manchester, United Kingdom

S&P Global

London, United Kingdom

Bank Of China (Hong Kong) Limited

Hong Kong,

Goodman Masson

Tonbridge, United Kingdom

Citi

Belfast, United Kingdom

S&P Global

London, United Kingdom

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Wealth Management Analyst**
POSITION SUMMARY: The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and pla


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