U.S. Private Bank - AWM Program Analyst
On-site · New York City, New York, United States
Job Summary
Program Banker Analyst in the U.S. Private Bank to work on an integrated team with bankers, global investment specialists, capital advisors, and trust/estate experts to bring in new clients and serve existing clients. Prepare customized financial strategies, pitch books and materials, analyze balance sheets to align investment objectives with risk/return goals, and leverage proprietary models to tailor solutions. Conduct research and support product development and prospecting, manage client inquiries and materials, and collaborate with clients as you progress toward an Associate role within a two-year Analyst Program.
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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.