Business Analyst – Portfolio Solutions Position Available In New York, New York

Business Analyst – Portfolio Solutions WisdomTree – 4.0 New York, NY Job Details Full-time $65,000 – $75,000 a year 12 hours ago Qualifications Bachelor of Science Analysis skills Bachelor’s degree Financial services Communication skills Marketing Entry level Full Job Description We are seeking a Business Analyst to join our Portfolio Solutions team. In this entry-level role , you will support the ongoing growth and evolution of WisdomTree’s Portfolio Solutions platform by driving business analytics, cross-functional project execution, and process improvements across our business. The ideal candidate will bring a strong understanding of financial services and investment products as well as experience collaborating across teams. This individual will be a proactive problem-solver with strong analytical and communication skills. They should be curious, analytical, and eager to identify industry trends while contributing to the continued innovation and growth of an established, fast-evolving business unit. ! Success in this role would be achieved by: Supporting cross-functional initiatives that help scale the Portfolio Solutions platform Maintaining and enhancing dashboards, business reports, and usage analytics to track KPIs and identify growth opportunities Driving process improvements related to platform delivery, CRM automation, model update workflows, and advisor experience Supporting the creation and refinement of marketing content, tools, and reporting that help advisors and distribution teams engage more effectively Participating in ad-hoc projects as needed Experience and required skill set: BS/BA degree required, along with strong academic background Strong attention to detail and ability to manage multiple priorities in a fast-paced environment Strong analytical, organizational, and communication skills Ability to work independently in a hybrid environment as needed $65,000 – $75,000 a year The base salary range for this position is $65,000 – $75,000. In addition, employees are eligible for an annual discretionary bonus and competitive benefits package. Total compensation may vary based on factors such as location, role, company, department, experience and individual performance.

About Us:

WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. We empower investors and consumers to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime® and institutional platform, WisdomTree Connect™.• The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (

NMLS ID:

2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business.

Visit https:

//www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://wisdomtreeconnect.com for more information.

Work Smart:

Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.

Mission, Vision & Values:

WisdomTree is committed to delivering a better investment and financial experience through the quality of our products and solutions, and finding alignment within our community on our core values: WisdomTree employees strive for Excellence & Innovation , work with Transparency & Accountability , and show each other Fairness & Respect. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment. Learn more at www.wisdomtree.com WisdomTree is proud to be an Equal Opportunity Employer, committed to diversity and consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.