Job Specifications
Location: Fort Mill, SC (Hybrid)
Schedule: Monday-Friday | 1st Shift
Pay Rate: $20-$25/hour (W2)
Employment Type: Contract-to-Hire
We are seeking a detail-oriented, motivated Entry-Level Business Analyst to join a high-performing Business Management team supporting investment and wealth management initiatives. This role is ideal for a recent college graduate or early-career professional with strong analytical skills, advanced Excel capabilities, and an interest in financial services, wealth management, or brokerage operations.
You’ll work closely with internal partners across Legal, Accounting, Procurement, and Product teams to support a centralized contracting and business operations function. This is a great opportunity to gain hands-on exposure to how investment and wealth management organizations operate behind the scenes—while building strong foundational business and analytical skills.
What You’ll Do
Support day-to-day centralized contracting and business operations activities
Manage and monitor a shared team inbox, routing requests and coordinating next steps
Partner with internal stakeholders (Legal, Accounting, Sourcing, Procurement) to ensure contracts and related information are accurate, complete, and on time
Assist with tracking service-level agreements (SLAs) and preparing basic metrics and reporting for leadership
Maintain and update contract and business data using tools such as Excel and Smartsheet
Support process documentation, standardization efforts, and continuous improvement initiatives
Help prepare meeting materials, agendas, and recap notes
Provide general administrative and analytical support to senior team members
What We’re Looking For
We’re looking for someone who is curious, reliable, detail-driven, and eager to learn. You don’t need deep industry experience—but you do need strong fundamentals and a professional mindset.
Required Qualifications
Bachelor’s degree (Business, Finance, Economics, Supply Chain, or related field preferred)
Strong Excel skills (pivot tables, formulas, data organization)
Experience with Smartsheet or similar project tracking tools (academic or internship experience acceptable)
Excellent organization, communication, and follow-up skills
Ability to manage multiple tasks and deadlines in a fast-paced environment
Strong attention to detail and data accuracy
Preferred (Not Required)
Internship or entry-level experience in financial services, wealth management, brokerage, or consulting
Exposure to contract management, procurement, or business operations
Familiarity with tools such as Ariba or Visio (or willingness to learn)
Interest in building a long-term career in wealth management or financial services
Why This Role
Hybrid schedule with a collaborative, supportive team environment
Strong company culture with mentorship and growth opportunities
Excellent entry point into wealth management / investment operations
Contract-to-hire opportunity with long-term potential
This role is ideal for a high-potential graduate who wants real responsibility, strong exposure to financial services operations, and a path to grow within a well-established organization.
About the Company
Connecting Talent. Driving Business Success.
For 40 years, TalentBridge has been at the forefront of total talent solutions, helping businesses find the right talent and professionals unlock meaningful career opportunities.
With a presence in 4 countries, we deliver onshore, nearshore, and offshore solutions tailored to evolving workforce needs.
From Information Technology, Banking & Finance, Engineering, to Professional Services and beyond, our expertise ensures companies get the right talent, right when they need it.
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