Category Management Analyst provides insights and recommendations to optimize new product introductions, distribution, shelving, price and promotional mix by analyzing marketing and customer data. Analyzes and assesses category/brand performance to develop enhanced marketing and sales plans and promotions. Being a Category Management Analyst conducts market specific assessments of competitors, vendors, and customers to support decisions and influence management. Requires a bachelor's degree. Additionally, Category Management Analyst typically reports to a supervisor or manager. The Category Management Analyst gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Category Management Analyst typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Description
Join the Orgel Wealth Management Team
Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations.
Orgel Wealth Management is seeking a Financial Analyst who supports our efforts to provide exceptional service to our clients and who demonstrates the ability to problem solve and communicate effectively in a variety of circumstances.
Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.
Position Summary
The Financial Analyst supports Orgel Wealth Management’s wealth management team and plays a significant role in the ongoing service of clients. The Financial Analyst primarily will be responsible for collecting and analyzing financial information, preparing custom client-facing performance reports and investment portfolio analyses, and maintaining knowledge of Orgel Wealth Management’s portfolio strategies. The ideal candidate will have a background and relevant experience in finance, economics, and investment analysis. The Financial Analyst works collaboratively as part of a team and must exhibit strong organizational and interpersonal skills, a commitment to serving clients with excellence, and the ability to operate with a high level of independence and accountability.
Requirements
Principal Duties and Responsibilities
Additional Skills Required
The Financial Analyst must be able to:
Education and Experience Requirements
Required:
Acknowledgement
This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason. The achievement of any professional degree, designation, certification, or license should not be construed as a guarantee that a certain level of results or satisfaction will be experienced if Orgel Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.
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