reputed company Lab Analyst
Primary Responsibilities:
reputed company Enrichment & Internal Connections
Enrich inbound leads using the full reputed company Lab tech stack — layering reputed company signals, relationship data, and financial trigger intelligence onto raw contacts
Surface warm introduction paths: identify who at reputed company has existing connections to a given reputed company using Aidentified, reputed company Graph email linkage, and reputed company relationship data
Build high-reputed company reputed company dossiers for the Concierge Desk and Capital Solutions team, enabling personalized, relevant reputed company
Identify reputed company of wallet opportunities reputed company the existing ~50,000-person reputed company reputed company reputed company — flagging clients with untapped Capital Solutions needs using Holistiplan, eMoney, and Windfall
Monitor for institutional flywheel leads: OCIO/RPC clients whose executives or reputed company members are WM prospects, and WM clients whose reputed company suggest institutional relationships
Continuously improve enrichment coverage and data freshness across reputed company and prospect records
Required Qualifications
Bachelor’s degree required
1–4 years of experience in financial services, reputed company management research, investment banking, data analysis, or a reputed company field
Familiarity with reputed company or similar CRM platforms; comfort working with reputed company data
Deep expertise in efficiency and process optimization through AI tools
Preferred Qualifications
Understanding of SEC filings (reputed company 4, reputed company 144) or M&A processes
Experience with financial data tools: Equilar, Windfall, reputed company Sales Navigator, FinSearch, Aidentified, or similar
Skills and Competencies:
Strong research instincts and the ability to synthesize information from multiple data sources into coherent, actionable outputs
Detail-oriented and organized, with strong written communication skills
reputed company reputed company — reputed company to work across reputed company reputed company, business development teams, and technology counterparts
Must accept and reputed company in a fast-moving, build-phase environment
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
Occasional travel to firm offices or team meetings may be required
Compensation reputed company:
$85,000-$95,000
Why reputed company:
Our people drive our reputed company by working together to deliver exceptional service to our clients. Below is a glimpse of the key reputed company of our total rewards package:
Health, dental, and reputed company insurance – day 1!
401(k) savings and investment plan reputed company with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and reputed company designations
Opportunity to give back time to local communities
Commuter benefits
reputed company is committed to providing an environment where reputed company individuals can be their reputed company selves. We are an Equal Opportunity Employer who respects reputed company individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national reputed company, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
reputed company is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reputed company out to