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– ## BUS330Unit8Assignment.pdf **## BUS330Unit8Assignment.pdf** BUS330 – Business Analytics Unit 8 Assignment: Wealth Management Analyst Project Part III- Final Submission © 2022 Post University, Waterbury, CT ALL RIGHTS RESERVED Due Date: 11:59 pm EST Thursday of Unit 8 Points: 100 Overview: Throug…
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– ## BUS330Unit8Assignment.pdf
**## BUS330Unit8Assignment.pdf**
BUS330 – Business Analytics
Unit 8 Assignment: Wealth Management Analyst Project Part III- Final Submission
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
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.
© 2022 Post University, Waterbury, CT
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.
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
Proficient Exemplary
0-5 Points 6-7 Points 8 Points 10 Points
Effectively
Interprets and
Synthesizes
the Data
Does not
determine the
significance or
relevance of
information/dat
a needed for
the task.
Minimally
determines the
significance or
relevance of
information/dat
a needed for
the task.
Partially
determined the
significance or
relevance of
information/dat
a needed for
the task.
Completely
determined the
significance or
relevance of
information/dat
a for the task.
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
CRITERIA Deficient Needs
Improvement
Proficient Exemplary
Analysis of
Investors
Does not
analyze
investor
household and
retirement
income mix.
Minimally
analyzes
investor
household and
retirement
income mix
with little to no
detail.
Partially
analyzes
investor
household and
retirement
income mix
with some
detail.
Completely
analyzes
investor
household and
retirement
income mix in
full detail.
Includes
determination
of where
accredited
investors are
located
Does not
include the
location of
accredited
investors.
N/A N/A Includes the
location of
accredited
investors.
Suggestion of
an office
location (zip
code)
Suggestion of
an office
location is not
included (zip
code).
N/A N/A Suggestion of
an office
location is
included (zip
code).
Suggestion of
wealth
management
offerings
Suggestion of
wealth
management
offerings is not
included.
Suggestion of
wealth
management
offerings is
somewhat
included and
missing key
details.
Suggestion of
wealth
management
offerings is
mostly included
with some key
details.
Suggestion of
wealth
management
offerings are
included in
thorough detail.
0-8 Points 9-11 Points 12-13 Points 15 Points
Page Length Less than 7
pages, more
than 8 pages
N/A N/A At least 7
pages.
References 0 references
included.
1 reference
included.
2 references
included.
At least 3
references
included.
Data
Spreadsheet
Submitted
Data
Spreadsheet
Not Submitted.
N/A N/A Data
Spreadsheet
Submitted.
0 – 2 points 3 points 4 points 5 points
Clear and
Professional
Writing and
APA Format
Errors impede
professional
presentation;
guidelines not
followed.
Significant erro
rs that do not
impede
professional
presentation.
Few errors that
do not impede
professional
presentation.
Writing and
format are
clear,
professional,
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
CRITERIA Deficient Needs
Improvement
Proficient Exemplary
APA compliant,
and error free.
– Overview:
– Instructions:
– Requirements:
**## BUS330Unit8Assignment.pdf**
BUS330 – Business Analytics
Unit 8 Assignment: Wealth Management Analyst Project Part III- Final Submission
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
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.
© 2022 Post University, Waterbury, CT
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.
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
Proficient Exemplary
0-5 Points 6-7 Points 8 Points 10 Points
Effectively
Interprets and
Synthesizes
the Data
Does not
determine the
significance or
relevance of
information/dat
a needed for
the task.
Minimally
determines the
significance or
relevance of
information/dat
a needed for
the task.
Partially
determined the
significance or
relevance of
information/dat
a needed for
the task.
Completely
determined the
significance or
relevance of
information/dat
a for the task.
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
CRITERIA Deficient Needs
Improvement
Proficient Exemplary
Analysis of
Investors
Does not
analyze
investor
household and
retirement
income mix.
Minimally
analyzes
investor
household and
retirement
income mix
with little to no
detail.
Partially
analyzes
investor
household and
retirement
income mix
with some
detail.
Completely
analyzes
investor
household and
retirement
income mix in
full detail.
Includes
determination
of where
accredited
investors are
located
Does not
include the
location of
accredited
investors.
N/A N/A Includes the
location of
accredited
investors.
Suggestion of
an office
location (zip
code)
Suggestion of
an office
location is not
included (zip
code).
N/A N/A Suggestion of
an office
location is
included (zip
code).
Suggestion of
wealth
management
offerings
Suggestion of
wealth
management
offerings is not
included.
Suggestion of
wealth
management
offerings is
somewhat
included and
missing key
details.
Suggestion of
wealth
management
offerings is
mostly included
with some key
details.
Suggestion of
wealth
management
offerings are
included in
thorough detail.
0-8 Points 9-11 Points 12-13 Points 15 Points
Page Length Less than 7
pages, more
than 8 pages
N/A N/A At least 7
pages.
References 0 references
included.
1 reference
included.
2 references
included.
At least 3
references
included.
Data
Spreadsheet
Submitted
Data
Spreadsheet
Not Submitted.
N/A N/A Data
Spreadsheet
Submitted.
0 – 2 points 3 points 4 points 5 points
Clear and
Professional
Writing and
APA Format
Errors impede
professional
presentation;
guidelines not
followed.
Significant erro
rs that do not
impede
professional
presentation.
Few errors that
do not impede
professional
presentation.
Writing and
format are
clear,
professional,
© 2022 Post University, Waterbury, CT
ALL RIGHTS RESERVED
CRITERIA Deficient Needs
Improvement
Proficient Exemplary
APA compliant,
and error free.
– Overview:
– Instructions:
– Requirements:
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