U.S. Private Bank – Program Analyst
About The Position
The U.S. Private Bank Program Analyst works on an integrated team with bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and serve existing clients. The two-year Analyst Program provides exposure to multiple Private Bank business areas, including credit and lending, multi-asset class investments, wealth advisory, and estate planning. High-performing Analysts may have the opportunity to continue as Associates after completing the program; promotion depends on business needs and the Analyst’s performance. The role involves developing customized financial strategies, preparing client materials, analyzing clients’ financial positions and investment objectives, and researching and recommending tailored solutions. As Analysts progress, they assume greater responsibility, interact frequently with senior management, and work directly with clients.
Requirements
- Bachelor’s degree with a minimum overall GPA of 3.2.
- No more than two years of work experience following completion of an undergraduate program.
- Demonstrated aptitude for sales and client relationship management.
Nice To Haves
- Superior multi-tasking and organizational skills.
- Excellent communication skills and poise giving presentations.
- Genuine interest in financial markets and macro-level economic trends.
- Ability to leverage quantitative and qualitative resources to understand complex financial situations and present solutions.
Responsibilities
- Help devise customized financial strategies for existing and prospective clients.
- Prepare pitch books and meeting materials.
- Collaborate with integrated team members to analyze balance sheets and understand clients’ investment objectives, then produce customized recommendations that consider appropriate risk/return objectives.
- Become an expert in proprietary models to provide recommendations on tailored solutions.
- Conduct research and analysis, and assist with product development and prospecting efforts.
- Research client inquiries and manage follow-up communication and materials.
- As the role progresses, interact frequently with senior management and work directly with clients.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
