Throughout the course, you will be working on a Wealth Management Analyst Projec

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Throughout the course, you will be working on a Wealth Management Analyst Projec

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.
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ALL RIGHTS RESERVED
Instructions:
In Unit 8, you will submit your 7-page Wealth Management Analyst Project using the
information you gathered in Units 4 and 6.
Your 7-page paper should include the following components:
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.
Requirements:
• At least 7 pages in length, 8 pages max, not including data spreadsheet.
• APA formatting and clear and professional writing.
• At least three professional references are required.
• Any data figures must be cited within the report.
• Submission must include the refined data spreadsheet that you are using for this
analysis.

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