- Boston, Massachusetts, United States +1 more
- Full-time
- $103K–$135K per year
- 3+ years
Business Analyst supporting Wealth Management through financial analysis, business insights, and data-driven decision support for the MMLIS Advisor Loan Program.
Locations (2)
- Boston, Massachusetts, United States
- Springfield, Massachusetts, United States
Compensation
$102,500-$134,500
Responsibilities
- Support the Head of MMLIS Advisor Loan Programs with analytics, financial modeling, and business insights across the advisor loan programs administered through MMLIS.
- Develop detailed financial assessments for EXP GDC Wealth recruits and Practice Acquisition candidates, including deal economics, loan structures, break-even analysis, profitability, and sensitivity modeling.
- Gather and analyze financial, advisor, practice, and loan data throughout the recruit and acquisition process to support informed and timely deal decisions.
- Translate loan profitability requirements and complex financial results into clear insights for business leaders and governance teams.
- Develop and maintain dashboards and visualizations that provide a clear view of deal activity, program performance, economics, trends, and key measures.
Requirements
- Bachelor's degree or 5+ years of professional business experience
- Nice to have: financial services
- Nice to have: Wealth Management
- Nice to have: lending
- Nice to have: business intelligence platforms
Skills
Benefits
- competitive salaries
- bonus target
- Variable Incentive Compensation
- learning and development
- internal networks