Analyze the structure of the investor household

Reference no: EM133711720

Homework: Business Analytics- Wealth Management Analyst Project

Overview

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

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. Use the data set attached in the Unit to complete this homework.

Your analysis must include:

A. Determine where accredited investors are located.
B. Analyze the structure of the investor household.
C. Analyze the retirement income mix of the investor.
D. Suggestion of an office location (zip code not county).
E. 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:

1) Accredited investor sample statistics are the same as zip code (population) statistics for family structure and retirement income.
2) All... INCOME and BENEFITS..." columns are individual income.

Instructions:

You will submit your 7 pages Wealth Management Analyst Project using the information you gathered.

Your 7 pages paper should include the following components:

A. Determine where accredited investors are located.
B. Analyze the structure of the investor household.
C. Analyze the retirement income mix of the investor.
D. Suggestion of an office location (zip code not county).
E. Suggestion of wealth management offerings.

Reference no: EM133711720

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