U.S. Private Bank - AWM Program Analyst
On-sitePalm Beach, Florida, 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 conducting research and analysis to assist with product development and prospecting efforts. Collaborate with integrated team members to produce tailored recommendations that consider appropriate risk/return objectives. Manage follow-up communication and materials for client inquiries, eventually interacting frequently with senior management and working directly with clients. This two-year Analyst Program offers exposure to credit and lending, multi-asset class investments, wealth advisory, and estate planning, with promotional opportunities to become an Associate based on performance and business needs.
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
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