Wealth Management Analysts

Aspiring wealth management analysts should complete an internship or a summer analyst program at a wealth management firm, investment bank, or other financial employer. 

Analysts need excellent communication skills because they frequently write reports that summarize their findings, prepare and explain PowerPoint presentations, participate in meetings with colleagues, and convey financial information to investors in user-friendly language. They also need the ability to analyze and interpret financial data and an understanding of financial statements. Other important traits include strong organizational and time-management skills, curiosity, the ability to work both independently and as a member of a team, confidence, the ability to work well under pressure, and strong ethics. Proficiency in the use of PowerPoint, Microsoft Excel, and Word, as well as financial modeling software, is also required.