U.S. Private Bank - AWM Program Analyst
Summary
Analyzes client financials and crafts tailored investment strategies, prepares pitch materials, and collaborates with teams to recommend risk-aligned solutions for private banking clients.
Job 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 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
- Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree with a minimum overall GPA of 3.2
- No more than two years of work experience following completion of undergraduate program
- Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
- Superior multi-tasking and organizational skills
- Excellent communication skills and poise giving presentations
- Genuine interest in financial markets and macro-level economic trends