Portfolio Solutions Business Analyst

WisdomTree, Inc.

Business Analyst supporting WisdomTree’s Portfolio Solutions platform with analytics and project execution. Focusing on process improvements and collaboration across teams in financial services.

Posted 5/26/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Support cross-functional initiatives that help scale the Portfolio Solutions platform
Maintain and enhance dashboards, business reports, and usage analytics to track KPIs and identify growth opportunities
Drive process improvements related to platform delivery, CRM automation, model update workflows, and advisor experience
Support the creation and refinement of marketing content, tools, and reporting that help advisors and distribution teams engage more effectively
Participate in ad-hoc projects as needed

Requirements

What you’ll need

Entry-level
BS/BA degree required, along with strong academic background
Strong analytical, organizational, and communication skills (written and verbal)
Highly developed critical thinking and interpersonal skills
Strong attention to detail and ability to manage multiple priorities in a fast-paced environment

Benefits

Comp & perks

medical, dental and vision coverage with multiple plan options;
health savings and flexible spending accounts;
employer-paid life, disability and business travel insurance;
401(k) plan with company match;
flexible paid time off;
educational reimbursement programs;
wellness and fitness activities;
paid parental leave; and
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

analytical skillsorganizational skillscommunication skillscritical thinkinginterpersonal skillsattention to detailability to manage multiple priorities

Certifications

BS degreeBA degree