U.S. Private Bank - Program Analyst
On-site · Winnetka, Illinois, United States
Job Summary
Program Banker Analyst in the U.S. Private Bank collaborates with bankers, global investment specialists, capital advisors, and trust/estate experts to bring in new clients and serve existing clients; opportunities to advance to Associate after the two-year program. Responsibilities include devising customized financial strategies, preparing pitch books and materials, analyzing balance sheets to align investments with client objectives, leveraging proprietary models for tailored solutions, conducting research and assisting with product development and prospecting, handling client inquiries, and interacting with senior management and clients as responsibilities grow.
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
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