U.S. Private Bank - Program Analyst Banker

Program Banker Analyst in the U.S. Private Bank collaborating with bankers, global investment specialists, capital advisors, and trust/estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. The two-year Analyst Program provides exposure to multiple business areas within the Private Bank including credit and lending, multi-asset class investments, wealth advisory and estate planning. Responsibilities include helping devise customized financial strategies for existing and prospective clients, preparing pitch books and meeting materials, collaborating with integrated team members to analyze balance sheets and understand clients’ investment objectives, becoming an expert in proprietary models to provide tailored recommendations, conducting research and analysis, assisting with product development and prospecting efforts, researching client inquiries and managing follow-up communication and materials, and taking on increasing responsibility by interacting with senior management and clients. “},