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Private Banking Analyst Jobs

Banking Data Analyst Jobs
By Horizon Bank At Austin, Texas Metropolitan Area, United States
Atlassian JIRA or Confluence experience or similar project management tools used to manage report/software development projects.
excellent communication, project and time management skills, and a collaborative mindset.
Acquire, transform, and translate data into actionable dashboards and reports at the direction of Management.
In-depth knowledge of the banking/finance industry and competitor landscape
2020 & 2021 Thriving Together recipient for outstanding company Wellness Program.Learn more about our benefit package below!
Intermediate to advanced Excel/csv file experience.
Private Banking Officer Ii
By City National Bank At New York, NY, United States
Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support required.
Minimum 5 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
Strong risk management and operations knowledge.
Comply with all Bank policies and procedures and ensure adherence to the Bank’s regulatory requirements.
Minimum 5 years of experience in a banking or financial services environment required
Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
Private Banking Officer I
By City National Bank At Beverly Hills, CA, United States
Minimum 5 years of experience in client service, banking operations or Private Banking relationship management support required.
Minimum 2 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
Strong risk management and operations knowledge.
Comply with all Bank policies and procedures and ensure adherence to the Bank’s regulatory requirements.
Minimum 2 years of experience in a banking or financial services environment required
Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
Private Banking Executive Jobs
By Associated Bank At , Milwaukee
Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting, or related field. Required
7-10 years of Sales experience. Strong knowledge of all banking products. Strong business development experience. Complexity-High. Advanced credit skills. Required
This position is not eligible for 100% remote work, but will have some work from home flexibility.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Private Banking Operations Officer
By Umpqua Bank At , Tacoma, 98402 $59,675 - $94,800 a year
Two years of experience in operations support
Work to organize projects and communications throughout the division
Build reports that support divisional initiatives
Analyze data and report findings to key stakeholders
Support and communicate compliance changes
Represent the division at quarterly meetings
Investment Banking & Private Equity Analyst
By American Discovery Capital At Los Angeles, CA, United States
·One to two years of prior work experience (Finance, Accounting or Management Consulting ideal)
·Corporate finance and/or financial modeling experience preferred
·Bachelor’s degree (within past year), with strong Finance/Accounting coursework
·Proficient/skilled with MS Office suite (Excel, PowerPoint, Word, Outlook)
·Strong communication skills (written and verbal)
·Ability to work in a fast-paced environment, adapt quickly and manage multiple projects at once
Banking Analyst Jobs
By Tailored Management At United States
2. Supports the mergers and acquisitions process to determine acquired companies' deposit and banking requirements.
Experience: Five years related experience in a treasury or banking role.
Knowledge: GAAP accounting principles, treasury functions, banking relationships and company organizational structure.
W2 CONTRACT TO HIRE OPPORTUNITY
Pay: $19.05/hr; Paid every Friday
8. Coordinates maintenance of bank documentation files and coordinates changes in wire transfer authorizations and signatures.
Private Banking Assistant I
By Trustmark Bank At Huntsville, AL, United States
Organizational and time management skills
Knowledge of bank regulatory and compliance requirements impacting loans and deposit processing
Minimum of five (5) years of previous experience in Banking, Sales and/ or Administrative support
Intermediate knowledge of bank workflows and processes
Knowledge of various departments within the bank
Knowledge of Tailored Wealth organizational structure
Product Analyst - Open Banking Capabilities
By Wells Fargo At New York, NY, United States
Competence with modern requirement management tools like JIRA, Confluence
Research and analyze internal and external product, industry and regulatory trends for further refinement of requirements.
Partner with technology through design phase, and testing team via QA and UAT to ensure the end product meets the requirements.
3+ years of SDLC (Software Development Life Cycle) experience
3+ years of Agile experience
2+ years of experience in API modeling languages and annotation (YAML, Swagger)
Product Analyst - Open Banking Capabilities
By Wells Fargo At Charlotte, NC, United States
Competence with modern requirement management tools like JIRA, Confluence
Research and analyze internal and external product, industry and regulatory trends for further refinement of requirements.
Partner with technology through design phase, and testing team via QA and UAT to ensure the end product meets the requirements.
3+ years of SDLC (Software Development Life Cycle) experience
3+ years of Agile experience
2+ years of experience in API modeling languages and annotation (YAML, Swagger)
Middle Market Banking & Specialized Industries Analyst Program - Analyst
By JPMorgan Chase & Co. At San Francisco, CA, United States
Required Qualifications, Capabilities And Skills
Preferred Qualifications, Capabilities And Skills
Learning how to identify treasury product solutions to benefit clients' long-term planning
Developing an understanding of the full breadth of J.P. Morgan products and service offerings
1-2 years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)
Investment Banking Analyst Iii -Private Capital Advisory
By Raymond James At Los Angeles Metropolitan Area, United States
Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)
Provides valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
Performs other duties and responsibilities as assigned.
Analytical skills sufficient to assess and explain events in the market.
Problem solving skills and the ability to think independently sufficient to market ideas.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Compliance Analyst- Fair Banking
By PlainsCapital Bank At Dallas-Fort Worth Metroplex, United States
Comprehensive knowledge of ECOA, FHA, HMDA, SCRA, MLA, UDAP/UDAAP, and CRA Loan Data Collection requirements
Excellent analytical and problem-solving skills with the ability to work independently and manage multiple tasks concurrently
General knowledge of other federal and state banking laws, rules, and regulations
Experience with related industry systems and software a plus
Sound organizational skills and attention to detail
Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of Bank personnel
Investment Banking Analyst, Private Capital Advisory
By Talvana At New York, NY, United States

Jefferies Private Capital Advisory (“PCA) Jefferies Private Capital Advisory is one of the pre-eminent advisors to financial sponsors and institutional limited partners on transactions involving the ...

Analyst, Private Placements Jobs
By Nuveen, a TIAA company At New York, NY, United States
Generates reports for management and tracks private placement portfolio performance.
Bachelor’s degree in Finance, accounting or Economics
Excellent communication and presentation skills
Strong understanding of accounting, financial analysis, and corporate finance
Provide credit research support through industry, peer, and company analyses.
Prepares valuations, writes memorandums for private placements, and participates in due diligence and drafting sessions.
Banking Data Analyst Jobs
By Akkodis At Charlotte, NC, United States
Minimum requirements and experience for Banking Data Analyst the job is:
Partner closely with end users to understand and document requirements of change
Manage internal and end user testing of changes and collecting sign off documentation.
Keeping Software Development Life Cycle tracking tickets up to date with requirements, testing evidence and sign offs
College degree & 4+ years’ experience
Experience delivering multiple projects concurrently.
Digital Banking Analyst Jobs
By REV Federal Credit Union At Summerville, SC, United States
Assess, research, test, gather and document requirements for Online/Mobile Banking products, digital account opening, and loan products
Manage and execute the testing needs to maintain the system both in production and to support project based required tests.
Open cases with third party vendors to clearly and completely document issues, consistently follow-up with vendor until the issue is resolved.
Act as an internal quality control check for the project/product assigned.
Provide post-implementation support for new initiatives, upgrades and projects.
Collect and communicate the business needs in terms that both a developer and a business owner can understand.
Gwm Private Bank Banking And Rre Pricing Manager
By Citi At , New York, Ny $175,000 - $250,000 a year
Project management experience with demonstrated ability to synthesize information, prioritize business goals and drive results with a high sense of urgency
Ensure that management is informed of the latest developments and initiatives within partner organizations
Ability to navigate and analyze large data sets; strong Excel, Access and PowerPoint skills. Qlik knowledge is a plus
Work closely with Treasury and Finance on Balance Sheet costing and funding improvements
Build productive relationships with internal partners including Sales, Finance, Treasury, Legal, Compliance, Technology and Operations
At least 10 years of Deposit, Mortgage, Balance Sheet, or Treasury experience
Investment Banking Analyst | Equity Private Placements
By Houlihan Lokey At New York, United States
Proven accounting, finance, 3-statement financial modeling, and analytical abilities
Gain hands-on transaction experience by playing an integral role on deal teams from the initial pitch through closing;
Two years of relevant work experience in similar roles within equity or debt capital markets, investment banking, and/or private equity
Excellent verbal and written communication skills
Outstanding organizational skills and a proven self-starter
Play a key role in preserving and fostering our strong positive culture, including mentoring and training junior professionals.
Remote Banking Compliance Analyst
By Randstad USA At United States
The team is looking for candidates that have experience doing any of the following:
· Must have experience doing Testing of Compliance Controls
· Must have experience doing Quality Assurance Work
-Quality Assurance or Quality Governance of Compliance initiatives
-Ability to drive procedures and processes in this project (updating procedures, scheduling procedure testing processes
· Prefers candidate with a background in Compliance Audit and/or Governance

Are you looking for a challenging and rewarding career in Private Banking? We are looking for an experienced and motivated Analyst to join our team. As a Private Banking Analyst, you will be responsible for providing financial analysis and advice to our clients. You will be expected to analyze financial data, develop financial models, and provide strategic advice to our clients. If you are looking for an opportunity to make a difference and help our clients achieve their financial goals, this is the job for you!

Overview:

Private Banking Analysts are responsible for providing financial advice and services to high net worth individuals and families. They work closely with clients to develop and implement strategies to meet their financial goals. They analyze financial data, research investment opportunities, and provide advice on investments, taxes, and estate planning. Private Banking Analysts must have strong analytical and communication skills, as well as a thorough understanding of the financial markets.

How To Become an Private Banking Analyst:

To become a Private Banking Analyst, you must have a bachelor’s degree in finance, economics, or a related field. You should also have experience in the financial services industry, such as working as a financial advisor or in a banking or investment firm. You may also need to obtain a license or certification, such as the Chartered Financial Analyst (CFA) designation.

Private Banking Analyst Skills:

• Financial analysis
• Investment analysis
• Risk management
• Portfolio management
• Tax planning
• Estate planning
• Client relationship management
• Regulatory compliance
• Communication
• Problem-solving

What is Private Banking Analyst Knowledge?

• Financial markets
• Investment strategies
• Tax laws
• Estate planning
• Risk management
• Regulatory compliance
• Financial products
• Accounting principles
• Business law

What is Private Banking Analyst Responsibilities?

• Analyze financial data to identify investment opportunities
• Develop and implement investment strategies for clients
• Monitor and review client portfolios
• Research and evaluate investment opportunities
• Provide advice on taxes, estate planning, and other financial matters
• Prepare financial reports and presentations
• Maintain client relationships
• Ensure compliance with regulatory requirements

What is Private Banking Analyst Experience?

• Previous experience in the financial services industry
• Knowledge of financial markets and investment strategies
• Familiarity with tax laws and estate planning
• Ability to analyze financial data and identify investment opportunities
• Excellent communication and problem-solving skills
• Ability to work independently and as part of a team

What is Private Banking Analyst Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Professional certification or license, such as the Chartered Financial Analyst (CFA) designation
• Previous experience in the financial services industry

Private Banking Analyst Education:

• Bachelor’s degree in finance, economics, or a related field
• Professional certification or license, such as the Chartered Financial Analyst (CFA) designation
• Continuing education courses in financial markets, investment strategies, and regulatory compliance

Tools to Help Private Banking Analyst Work Better:

• Financial analysis software
• Investment research tools
• Portfolio management software
• Tax preparation software
• Client relationship management software
• Regulatory compliance software

Good Tips to Help Private Banking Analyst Do More Effectively:

• Stay up to date on financial markets and investment strategies.
• Develop strong relationships with clients.
• Utilize financial analysis and research tools to identify investment opportunities.
• Develop and implement strategies to meet clients’ financial goals.
• Ensure compliance with regulatory requirements.
• Provide timely and accurate advice to clients.

Common Private Banking Analyst Interview Questions:

• What experience do you have in the financial services industry?
• How would you analyze financial data to identify investment opportunities?
• What strategies would you use to manage a client’s portfolio?
• How would you ensure compliance with regulatory requirements?
• What strategies would you use to develop and maintain client relationships?
• What strategies would you use to provide advice on taxes and estate planning?