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Wealth Portfolio Solutions Analyst

Description

  • Reporting to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to develop an understanding the current challenges and opportunities facing these key investment platforms.
  • Support the development of wealth products based on a deep understanding of business drivers, competition, and stakeholder needs.
  • Help drive Wealth Management marketing and brand strategy in alignment with business strategy.
  • Identify business challenges and opportunities for improvement using data analytics, as well as customer/colleague feedback and pain points.
  • Understand complex processes and systems in-depth for those transactions/experiences related to the alternative investment and separate account platforms.
  • Participate in cross functional teams, across business, design, technology towards a common goal.
  • Improve speed to market for those features that will drive the most value to the company.
  • Work with external vendors when appropriate.
  • Partner with implementation teams to roll out initiatives flawlessly for customers and colleagues.
  • Perform other duties as assigned.

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Basic Qualifications:

  • 5+ years of product management, alternative investment or separately managed account experience
  • Bachelor's Degree

Preferred Qualifications:

  • Ability to influence cross-functional teams, from presenting conceptual ideas to execution.
  • Excellent written and verbal communication skills, including the ability to create and deliver presentations and communicate within and outside the organization.
  • Ability to work and deliver results independently, a self-starter with an ability to get into the details where necessary.
  • Ability to partner and drive results with third party vendors.
  • Solving business solutions at scale with technology.
     


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Remote

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Average salary estimate

$85000 / YEARLY (est.)
min
max
$75000K
$95000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Wealth Portfolio Solutions Analyst, Huntington

If you’re passionate about finance and have a knack for analytics, consider joining Huntington as a Wealth Portfolio Solutions Analyst in Columbus, OH! In this pivotal role, you’ll report directly to the Director of Portfolio Solutions and collaborate with the Wealth Management Leadership team to navigate the ever-evolving landscape of investment platforms. Your mission? To understand the challenges and opportunities within wealth products and help shape a robust marketing and brand strategy that resonates with our stakeholders. You’ll leverage data analytics to identify business challenges while bringing insights from customer and colleague feedback to the forefront. Plus, your work will involve diving deep into complex processes, particularly those linked to alternative investments and managed accounts. Throughout your journey, you’ll engage with cross-functional teams to expedite the delivery of high-value features, ensuring a seamless rollout for our clients and partners. Huntington values your expertise and offers a flexible work arrangement to foster a balance between collaboration and productivity. Whether you’re coordinating with external vendors or partnering with implementation teams, every day will present new opportunities to contribute to our mission of excellence in wealth management.

Frequently Asked Questions (FAQs) for Wealth Portfolio Solutions Analyst Role at Huntington
What are the key responsibilities of a Wealth Portfolio Solutions Analyst at Huntington?

As a Wealth Portfolio Solutions Analyst at Huntington, your key responsibilities will include collaborating with the Wealth Management Leadership team to address current challenges and drive wealth product development. You'll utilize data analytics to identify business opportunities and work with cross-functional teams to ensure timely market delivery of features that add value. Additionally, you will contribute to the marketing and brand strategy, ensuring it aligns with business needs.

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What qualifications do I need to apply for the Wealth Portfolio Solutions Analyst position at Huntington?

To be eligible for the Wealth Portfolio Solutions Analyst role at Huntington, candidates should possess at least 5 years of experience in product management, alternative investment, or separately managed accounts. A Bachelor’s degree is preferred, along with strong communication skills and the ability to work independently and collaboratively with cross-functional teams.

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How does collaboration work in the Wealth Portfolio Solutions Analyst role at Huntington?

Collaboration is key in the Wealth Portfolio Solutions Analyst role at Huntington. You'll be part of cross-functional teams that blend business, design, and technology. This collaborative approach ensures that insights from data analytics and stakeholder feedback are integrated into product development and strategic initiatives, creating solutions that resonate with both clients and colleagues.

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Is the Wealth Portfolio Solutions Analyst position at Huntington remote or in-office?

The Wealth Portfolio Solutions Analyst position at Huntington offers a flexible work arrangement. This means you can work remotely while still having opportunities to come into the office when needed, enhancing collaboration and team bonding while maintaining a healthy work-life balance.

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What technology skills are needed for the Wealth Portfolio Solutions Analyst role at Huntington?

For the Wealth Portfolio Solutions Analyst position at Huntington, a strong foundation in technology is crucial. Candidates should have the ability to solve business challenges using technology effectively and partner with third-party vendors to achieve results at scale, making tech-savviness an essential asset for success in this role.

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Common Interview Questions for Wealth Portfolio Solutions Analyst
Can you describe your experience with alternative investments?

When responding to queries about your experience with alternative investments, provide specific examples showcasing your understanding of various investment strategies and how they align with client goals. Highlight any analytical work you've done that informs investment decisions.

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How do you approach data analysis in product management?

In answering this, discuss your methods for leveraging data analytics to identify business opportunities. Provide a real-world example of how data-driven insights allowed you to influence product development or marketing strategies effectively.

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Describe a time you worked in a cross-functional team. What was your role?

Focus on a specific project where collaboration was key. Detail your contributions, the challenges faced, and how working together resulted in achieving project goals. Emphasize your communication and problem-solving skills.

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What steps do you take to ensure timely delivery of projects?

Talk about your project management skills, emphasizing your planning, resource allocation, and communication strategies. Discuss tools or methodologies you’ve used, like Agile or Scrum, to keep teams aligned and responsive.

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How do you handle stakeholder feedback?

Share your approach to assessing and integrating stakeholder feedback into projects, highlighting your active listening skills and ability to balance different perspectives while keeping business goals in focus.

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What experience do you have in presenting complex information to various audiences?

Discuss your experience in translating complex data into digestible insights for different audiences. Provide examples of how you’ve tailored your communication style to maximize understanding and engagement.

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Can you give an example of a marketing strategy you developed?

Outline a specific marketing strategy you conceived, detailing the research and analysis involved. Emphasize its successful implementation, the metrics used for evaluation, and how it aligned with overall business goals.

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What methods do you use to analyze market trends?

Outline your process for analyzing market trends, including tools used for data collection and analysis. Discuss how these insights informed product development or strategic decisions and led to improved business outcomes.

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What challenges have you faced in product development?

Provide an instance of a significant challenge in product development, detailing how you approached the situation, the solutions implemented, and what you learned from the experience to apply to future projects.

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Why do you want to work for Huntington?

In your response, connect your career aspirations with Huntington's values and mission. Discuss how you admire their approach to wealth management and how your skills and experiences align with the company's goals.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 23, 2025

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