U.S Private Bank - AWM Program Analyst - Salt Lake City

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

• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions