U.S Private Bank - AWM Program Analyst - Salt Lake City

Job Responsibilities

• Help devise customized financial strategies for existing and prospective clients 


• Prepare pitch books and meeting materials


• Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives


• Become an expert in a range of proprietary models to provide recommendations on tailored solutions


• Conduct research and analysis; assist with product development and prospecting efforts


• Research client inquiries and manage follow up communication and materials


• Work directly with clients as you continue to progress in your role

Required Qualifications, Capabilities, and Skills

• 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

Preferred Qualifications, Capabilities, and Skills

• Superior multi-tasking and organizational skills 


• Excellent communication skills and poise giving presentations


• Genuine interest in financial markets and macro-level economic trends


• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions