Senior Associate, Capital Markets/Private Client Group

 

Position:                              Senior Associate, Capital Markets/Private Client Group

Department:                      Capital Markets/Private Client Group

Reports To:                         Chief Investment Officer

Employment Status:     Full-Time, Exempt

Office Location:                Midtown, New York

 

Job Summary:

A boutique private bank is seeking a versatile candidate with strong analytical and communication skills to assume a multi-faceted role within a growing organization. The candidate is expected to complete projects with minimal amount of supervision and adapt to changing assignments and responsibilities. The candidate will be part of a team with responsibility over nationwide footprint expansion, private banking product development, and analysis of proprietary investment opportunities.   

Bank Related Job Responsibilities and Duties:

• Preparation of materials for Board of Director meetings.
• Mortgage Pricing for Emigrant portfolio loan origination.
• Bank Liquidity Reporting.
• Interest Rate Swap market-to-market and daily margin posting.
• Foreign currency hedging and coupon exchanges USD/AUD.  
• Manage Relationship with Federal Agencies.
• Management of daily, weekly, monthly and quarterly Excel reports related to banking activity, interest rates and loan origination.
• Frequent ad hoc analytical projects.

Trust Related Responsibilities:

• Ongoing client management of investment management accounts
• Analysis of prospective client portfolios in order to develop proposals
• Corporate and Municipal Bond credit analysis and ongoing surveillance and credit committee member.
• ETF Model management.
• Preparation of quarterly Account Review Committee (ARC) materials and attend ARC meetings
• Develop integral knowledge of BNY Pershing NetX360 custodian platform
• Preparation of regulatory and audit responses for: internal audit, external audit, FOFR and the FDIC.  

Basic Requirements:

• Bachelors in Finance, Economics, or related major
• 4+ years experience within financial services
• Excellent understanding of equity, alternative investing and financial markets.
• Strong understanding of financial statements and financial modeling.
• Ability to review legal agreements.
• Strong written and verbal communication skills. 
• Close attention to detail
• Strong quantitative ability, intellectual curiosity

 

 

 

 

 

The job description outlined above is considered a core list of job duties/requirements.  This document should not be considered a complete or comprehensive list.  The incumbent assigned to this position is required to perform the duties listed above.  The incumbent is also expected to adapt to changes and/or additions as needed.  Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Savings Bank and its Subsidiaries.  Emigrant Savings Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper.