Portfolio Solutions Business Analyst

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.

• 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

• 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

WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.