Summer Branch Analyst Program
POSTING DATE: Nov 11, 2020
PRIMARY LOCATION: Americas-United States of America-New York-Purchase
JOB: Wealth Management
EMPLOYMENT TYPE: Intern
JOB LEVEL: Non-Exempt
Summer Branch Analyst opportunities are available for students in various branches located throughout the United States. This program is designed to expose students to a number of roles within the Wealth Management branch system through an array of training, networking opportunities and hands-on activities. Analysts are expected to gain a firm understanding of the Wealth Management business, as well as to add value through their unique perspective and strong academic background.
DUTIES and RESPONSIBILITIES:
Assist in sales and operation functions to streamline processes and strengthen the client experience.
Work closely with the Business Development team to support and grow the business.
Work alongside the Risk team to maintain a consistent, controlled environment through the adherence of business ethics and practices as well as applicable laws, policies and other regulations.
Learn how Financial Advisors identify new opportunities and develop client relationships.
Support Branch Management and attend branch meetings and events.
Perform market research and analyze financial data for client portfolios.
Complete special projects designed to build WM capabilities, client experiences and office operations.
Applicants must be in their junior year at a 4-year accredited college or university.
Minimum GPA of 3.2.
Strong desire to gain further understanding of the global wealth management business.
Basic knowledge and a keen interest in finance.
An ability to understand and interpret numeric data.
Effective written and oral communication and interpersonal skills.
Demonstrates leadership abilities.
Self-starter with an entrepreneurial spirit.
The ability to collaborate and work effectively on a team.
Women and diverse candidates are encouraged to apply.
Associate Complex Manager (ACM)
EOE committed to diversifying its workforce.