Wealth Management Analyst Project Part III- Final Submission

Due Date: 11:59 pm EST Thursday of Unit 8 Points: 100 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 for family structure and retirement income.

• All… INCOME and BENEFITS…” columns are individual income.

Wealth Management Analyst

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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.

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 8 Assignment

CRITERIA Deficient Needs Improvement

Wealth Management Analyst

tail.

Suan 7

pages, more than 8 pages

N/A N/A At least 7 pages.