U.S. Private Bank - AWM Program Analyst
On-siteHouston, Texas, United States
Job Summary
Devise customized financial strategies for existing and prospective clients by analyzing balance sheets and understanding investment objectives. Prepare pitch books and meeting materials while collaborating with integrated team members to produce tailored recommendations. Conduct research and analysis to assist with product development and prospecting efforts, managing follow-up communication and materials for client inquiries. Work directly with clients as you progress in the role, leveraging proprietary models to provide solutions on risk/return objectives. This two-year Analyst Program offers exposure to credit and lending, multi-asset class investments, wealth advisory, and estate planning, with promotional opportunities based on performance.
Required Qualifications
- 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
Desired Qualifications
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.