Wealth Management Analysis Project

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 for family 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.

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 for family 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.