Job Details:
Role and Responsibilities: As a Banking Analyst on an integrated team you will work with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. We recommend investment, credit and wealth management solutions to our clients; protecting, managing and growing their wealth across generations. Specific responsibilities include:
• 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 a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials
• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
Qualifications
We seek candidates with a unique blend of interpersonal and analytical skills. Private Banking Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:
• No more than two years of work experience following completion of undergraduate program
• Candidate must hold a Bachelor’s degree with a minimum overall GPA of 3.2
• Experience using Microsoft office programs including excel, power point and Adobe PDF
• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations
• Demonstrated aptitude for sales and client relationship management
• Genuine interest in financial markets and macro-level economic trends
• The ability to be a dynamic member of a team
• Strong initiative, energy and confidence completing projects with limited supervision
• Good judgment and discretion working with highly confidential information...
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