Private Bank Analyst II - Portfolio Management
Core
Support Portfolio Managers in managing high-net-worth client portfolios, preparing meeting materials, monitoring risk, and communicating with clients.
Role type
Private Bank Analyst II (Portfolio Management)
Builds
Client portfolio relationships and investment strategies
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, risk monitoring, client communication, financial analysis, market knowledge, coordination with trading desks
Preferred skills
Investment knowledge, client service
Technologies
None stated
Responsibilities
Support day-to-day management of high-net-worth client portfolios, prepare materials for client meetings, monitor portfolio risk measures, communicate with clients to ensure high service levels, attend client meetings to understand investment objectives, partner with trading desks, serve as liaison between PMs, compliance, and CIO, develop knowledge of investment products and markets
Seniority
Entry-level to Junior (1+ years experience)