Entry Level
U.S. Private Bank - AWM Program Analyst
Job Responsibilities
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Help devise customized financial strategies for existing and prospective clients
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Prepare pitch books and meeting materials
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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
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Become an expert in a range of proprietary models to provide recommendations on tailored solutions
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Conduct research and analysis; assist with product development and prospecting efforts
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Research client inquiries and manage follow up communication and materials
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Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
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Bachelor’s degree with a minimum overall GPA of 3.2
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No more than two years of work experience following completion of undergraduate program
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Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
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Superior multi-tasking and organizational skills
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Excellent communication skills and poise giving presentations
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Genuine interest in financial markets and macro-level economic trends
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