U.S. Private Bank - AWM Program Analyst

Job description

Job ResponsibilitiesHelp devise customized financial strategies for existing and prospective clients Prepare pitch books and meeting materialsCollaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectivesBecome an expert in a range of proprietary models to provide recommendations on tailored solutionsConduct research and analysis; assist with product development and prospecting effortsResearch client inquiries and manage follow up communication and materialsWork directly with clients as you continue to progress in your role Required Qualifications, Capabilities, and SkillsBachelor’s degree with a minimum overall GPA of 3.2 No more than two years of work experience following completion of undergraduate programDemonstrated aptitude for sales and client relationship management Preferred Qualifications, Capabilities, and SkillsSuperior multi-tasking and organizational skills Excellent communication skills and poise giving presentationsGenuine interest in financial markets and macro-level economic trends