Skip to content
Menu
Shark College
Shark College
Wealth Management Analyst Project,Wealth Management Analyst Project

Wealth Management Analyst Project,Wealth Management Analyst Project

June 3, 2022 by B3ln4iNmum

BUS330 – Business Analytics
Unit 4 Assignment: Wealth Management Analyst Project Part I- Explore the Data
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
Due Date: 11:59 pm EST Sunday of Unit 4
Points: 10
Overview:
Throughout the course, you will be working on a Wealth Management Analyst Project
due Thursday of Unit 8.
For this project, imagine you are a new hire at a wealth management firm and tasked
with determining the location of a brick-and-mortar office within Connecticut. As the
analyst, you must suggest what type of financial products the office should offer and
suggest an office location. Please use the data set attached in the Unit to complete this
assignment.
Your analysis must include:
1. Determine where accredited investors are located.
2. Analyze the structure of the investor household.
3. Analyze the retirement income mix of the investor.
4. Suggestion of an office location (zip code not county).
5. Suggestion of wealth management offerings.
Case Problem- Investment Banking:
• Play the role of Wealth Management Analyst and construct a regression model of
Connecticut counties (through zip code) that are likely to have accredited
investors.
Project Assumptions:
• Accredited investor sample statistics are the same as zip code
(population) statistics forfamily structure and retirement income.
• All… INCOME and BENEFITS…” columns are individual income.
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
Instructions:
In Unit 4, write a summary report that documents the following step: Explore the data.
Because of the large number of variables, it may be helpful to filter out unnecessary and
redundant variables (data column).
Student should:
• Add any missing data
• Eliminate unnecessary columns
Your submission should be at least 2 pages in length.
Requirements:
• Submit Part I for instructor feedback.
Be sure to read the criteria below by which your work will be evaluated before
you write and again after you write.
Evaluation Rubric for Unit 4 Assignment

CRITERIA Complete Incomplete
10 Points 0 Points
Part I
Submission
Part I was
submitted.
Part I was not
submitted.

AssignmentTutorOnline

 

,

BUS330 – Business Analytics
Unit 4 Assignment: Wealth Management Analyst Project Part I- Explore the Data
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
Due Date: 11:59 pm EST Sunday of Unit 4
Points: 10
Overview:
Throughout the course, you will be working on a Wealth Management Analyst Project
due Thursday of Unit 8.
For this project, imagine you are a new hire at a wealth management firm and tasked
with determining the location of a brick-and-mortar office within Connecticut. As the
analyst, you must suggest what type of financial products the office should offer and
suggest an office location. Please use the data set attached in the Unit to complete this
assignment.
Your analysis must include:
1. Determine where accredited investors are located.
2. Analyze the structure of the investor household.
3. Analyze the retirement income mix of the investor.
4. Suggestion of an office location (zip code not county).
5. Suggestion of wealth management offerings.
Case Problem- Investment Banking:
• Play the role of Wealth Management Analyst and construct a regression model of
Connecticut counties (through zip code) that are likely to have accredited
investors.
Project Assumptions:
• Accredited investor sample statistics are the same as zip code
(population) statistics forfamily structure and retirement income.
• All… INCOME and BENEFITS…” columns are individual income.
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
Instructions:
In Unit 4, write a summary report that documents the following step: Explore the data.
Because of the large number of variables, it may be helpful to filter out unnecessary and
redundant variables (data column).
Student should:
• Add any missing data
• Eliminate unnecessary columns
Your submission should be at least 2 pages in length.
Requirements:
• Submit Part I for instructor feedback.
Be sure to read the criteria below by which your work will be evaluated before
you write and again after you write.
Evaluation Rubric for Unit 4 Assignment

CRITERIA Complete Incomplete
10 Points 0 Points
Part I
Submission
Part I was
submitted.
Part I was not
submitted.

AssignmentTutorOnline

 

  • Assignment status: Already Solved By Our Experts
  • (USA, AUS, UK & CA PhD. Writers)
  • CLICK HERE TO GET A PROFESSIONAL WRITER TO WORK ON THIS PAPER AND OTHER SIMILAR PAPERS, GET A NON PLAGIARIZED PAPER FROM OUR EXPERTS
QUALITY: 100% ORIGINAL PAPER – NO PLAGIARISM – CUSTOM PAPER

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Recent Posts

  • Assessment Criteria
  • contractual arrangements for tendering
  • nternational quantity surveying practice
  • reflect on the experience of running a company
  • primitive language and library resources

Recent Comments

  • A WordPress Commenter on Hello world!

Archives

  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021

Categories

  • Uncategorized

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
©2022 Shark College | Powered by WordPress and Superb Themes!