Ben Edry
Business Analyst - PWM COO Group
- Role
- Private Wealth Management Analyst at Merrill Lynch
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Ben Edry
In the PWM COO Group, my team\'s focus is on delivering top-tier support and analysis…
Experience
Private Wealth Management Analyst
Oct 2022 — Present · Boston, MA, US
As the Business Analyst of the Merrill Lynch PWM COO Group our team is responsible for providing business metrics, support, analysis, and initiative assistance across multiple lines of business within the bank in order to meet the needs of our Ultra-High Net Worth clients.• Coordinated, distributed, and executed all UHNW Syndicate IPO deals across all regions in the U.S. within Merrill Lynch PWM• Analyzed, reviewed, and consulted with advisors and teams on their books of business for a variety of reasons including compensation, compatibility within the business, and overall structure.• Created a firm wide compensation plan impact report for every advisor and team within the 7 regions of PWM• Utilized SQl data queries to assist with data gathering, analysis, and distribution for many different reports that are crucial across the firm.streamlined, organized, and executed multiple projects across the firm including PWM/USWMHybrid Teams initiative, Firm Pricing Strategy with new/existing clients, and Advisor Compensation Plan impact reporting.• On a regular basis i am responsible for ad-hoc requests within all of MW PWM, compensation adjustments, researching compensation issues and questions, financial reporting, headcount maintenance reporting, and being a knowledge resource point for our partners in all LOBs across
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