2026 equity research summer analyst new york, ny

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customer data analyst

financial analyst

2-year analyst - alpinvest primaries Jobs in New York

2-year analyst - alpinvest primaries

2026 equity research summer analyst new york, ny Jobs in New York

investment analyst

Nomura

<div></div><div><div><div><div><div>Job Code: 11527
</div></div></div></div><div><div><div><div>Country: US
</div></div></div></div><div><div><div><div>City: New York
</div></div></div></div><div><div><div><div>Skill Category: Global Wholesale Strategy
</div></div></div></div><div><div><div><div>Description:
<div><b>Job Title: Analyst, Executive Office, Global Markets and Investment Banking</b></div><br>
<div></div><div>Corporate Title: Analyst</div>
<div>Department: Wholesale</div>
<div>Location: New York</div><br>
<div></div><div>The pay range for this position at commencement of employment is expected to be between $100,000-$135,000</div><br>
<div></div><div><b>Company Overview</b></div><br>
<div></div><div>Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East &amp; West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.</div><br>
<div></div><div>Aon&rsquo;s Benefit Index&reg;, Nomura&rsquo;s benefits rank #1 amongst our competitors</div>
<div><b>Job Description</b></div><br>
<div></div><div>This role operates within the office of the Head of Wholesale to support key initiatives and ensure the smooth running of Nomura's Wholesale Division (encompassing Global Markets and Investment Banking) across businesses and regions in a dynamic market environment.</div><br>
<div></div><div>The Analyst will be an integral member of the Executive Office, serving as a critical coordination point between the Head of Wholesale and various stakeholders. They will partner closely with the Strategy team on firm-wide presentations and deliverables, work with business COOs across the division, and collaborate with corporate functions including Strategy, HR, Finance, Technology, Risk, Legal &amp; Compliance, and Corporate Communications.</div><br>
<div></div><div>The role holder will directly support the Head of Wholesale across a broad range of responsibilities, including coordinating strategic communications, managing executive meetings and committees, supporting client engagement initiatives, and helping facilitate division-wide priorities. This position offers unique exposure to senior leadership and requires exceptional organizational skills, strong attention to detail, and the ability to maintain discretion while managing multiple competing priorities in a fast-paced environment.</div><br>
<div></div><div><b>Role and Responsibilities:</b></div><br>
<div></div><ul><li><b>Executive meetings:</b> Orchestrate executive committees and management offsites including developing meeting agendas, coordinating with senior stakeholders, taking notes and tracking follow-up actions, and working with Events team to plan offsites</li><br>
</ul><div></div><ul><li><b>Employee engagement</b><b>:</b> Drive positive workplace culture by partnering with businesses, HR, and employee groups to organize various events (e.g. networking receptions, lunch and learns, fireside chats), drive employee recognition initiatives, and support talent priorities while serving as a key liaison between senior management and employees</li><br>
</ul><div></div><ul><li><b>Client engagement</b><b>:</b> Partner with Senior Relationship Management team to ensure Head of Wholesale is thoroughly prepared for client meetings, help coordinate necessary follow-ups, plan for important conferences and events, and support client outreach</li><br>
</ul><div></div><ul><li><b>Internal communications</b><b>:</b> Support town halls, draft and review announcements and other written messages, develop talking points for speaking engagements, and generate creative communication strategies to enhance engagement and information flow across the organization, partnering closely with Corporate Communications</li><br>
</ul><div></div><ul><li><b>External communications</b><b>:</b> Coordinate media engagements with Corporate Communications, support development of media talking points and messaging to strengthen the profile of the Wholesale Division, and manage social media presence for division head</li><br>
</ul><div></div><ul><li><b>Firm deliverables</b><b>:</b> Coordinate with Strategy team on developing high-impact presentations for firm management committee, board of directors, regulatory meetings, budget discussions, and firm-wide events, crafting compelling talking points that align with organizational objectives</li><br>
</ul><div></div><div><b>Requirements</b></div>
<ul><li>Bachelor's Degree in any discipline with 1-3 years of experience at a financial services, media, or consulting firm</li>
<li>Excellent organizational and planning skills, with strategic mindset and capacity to anticipate needs</li>
<li>Strong interpersonal skills with demonstrated success communicating effectively and professionally with stakeholders at all levels</li>
<li>Outstanding written and verbal communication skills, with experience in executive communications, presentation development, and messaging</li>
<li>Proven track record of managing multiple competing priorities effectively in a fast-paced environment</li>
<li>Sound judgment and high level of discretion when handling sensitive information</li>
<li>Strategic thinker with collaborative, can-do attitude and desire to be a helpful partner to stakeholders</li>
<li>Proactive and solutions-oriented approach with strong attention to detail</li>
<li>Proficiency in Microsoft Office Suite (particularly PowerPoint, Word, and Excel)</li><br>
</ul><div></div><ul><li>base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience.
</li></ul><div>If hired, employee will be in an &ldquo;at-will position&rdquo; and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors&rdquo;.</div>
<div><i>Nomura is an Equal Opportunity Employer</i></div><br>
</div></div></div></div><p><br>
<b>Nearest Major Market: </b>Manhattan
<br>
<b>Nearest Secondary Market: </b>New York City</p></div>

Analyst/Associate, Executive Office, Global Markets & Investment Banking

Société Générale

<div><div><h2 class="jobSectionHeader"><b>Responsibilities
</b></h2><div><p>Conduct in-depth analysis of companies, stocks, and industry themes; Publish written research on industry insights; Conduct and report on financial forecasting, including building detailed forward looking models; Build strong relationships across the investing community including our sales, trading teams and institutional clients; Build a network within their industry including senior management of their companies; Collaborate with global Senior Analyst peers in researching and analyzing technology industry trends, developing sector expertise; Communicate perspective on strategic positioning of companies within coverage and their future prospects in the market, and analysis of industry themes; Perform fundamental company and financial analysis and provide market performance and investment research coverage for companies within various industries; Perform complex financial forecasting, including building detailed financial forward-looking models; Contribute to the firm&rsquo;s research written products; Define data requirements, collect data from a wide range of publications, public filings and databases (Bloomberg, FactSet), and validate information by applying judgment and statistical tests and using a variety of software tool; Build strong relationships across the investing community, including our sales and trading teams and institutional clients; Build a network within the Technology industry including senior management of their companies; and Lead team of 1-2 Research Associates. Requires up to 20% domestic and international travel for marketing investment ideas to global institutional investors. Partial telecommuting permitted; on-site at 245 Park Ave., New York, NY 10167 when not telecommuting. Salary: $225,000-$450,000 per year.
</p><p>LOCATION: Bernstein Institutional Services LLC 245 Park Ave., New York, NY 10167
</p></div></div><div></div><div><h2 class="jobSectionHeader"><b>Profile required
</b></h2><div><p>MINIMUM REQUIREMENTS: Bachelor&rsquo;s degree in Finance, Operations Research or a related field, plus 3 years of professional experience as a Financial Analyst, Investment Analyst, or any occupation/position/job title performing equity research and competitive landscape analysis.
</p><p>Must also have experience in the following: 3 years of professional experience building forward-looking financial models, including forecasting, scenario analysis, and valuation models; 3 years of professional experience analyzing financial statements (including balance sheet, income statement and cash flow) and utilizing data sources; 3 years of professional experience independently drafting written reports and presentations for internal and external clients using statistical methods for data validation and trend identification; 3 years of professional experience performing equity research including analyzing stocks, sectors, and industry trends and performing competitive landscape analysis; and 2 years of professional experience visualizing and analyzing results with Microsoft BI or Tableau.
</p></div></div><div><h2 class="jobSectionHeader"><b>Business insight
</b></h2><div><p>Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge.
</p><p>Research is our legacy and foundation. Our brand is defined by our Blackbooks, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis.
</p><p>In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide.
</p></div></div><div><div><h2 class="jobSectionHeader"><b>Diversity and Inclusion
</b></h2><div></div><div>Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.</div></div></div></div>

Senior Research Analyst (U.S. Internet/Technology) (Bernstein Institutional Services LLC, New York, NY)

Paragon Alpha - Hedge Fund Talent Business

<div>
 <p>
  Paragon Alpha is partnering with a leading systematic hedge fund as they continue to expand their Data function, hiring a Data Support Analyst to join their New York office.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Working closely with quantitative researchers and traders, you'll play a key role in supporting the firm's investment platform by onboarding and maintaining large-scale datasets, ensuring data quality, expanding data coverage, and improving documentation across a wide range of market data sources.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The ideal candidate will have experience working with data systems, pipelines, and APIs, alongside strong Python skills, familiarity with common data libraries, and an excellent academic background.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This is an outstanding opportunity to join one of the industry's top-performing quantitative hedge funds, offering direct exposure to front-office research and trading within a collaborative, technology-driven environment where data sits at the heart of the investment process.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Please apply if you're interested in learning more.
 </p>
</div>


Data Support Analyst - Systematic Hedge Fund

Insight Investment

<div>
 <p>
  Insight Investment is looking for a Market Operations Analyst to join the Market Operations team in New York. In this role, you will be responsible for oversight of the outsourced back office and provide industry expertise in handling open issues, contribute to projects, scrutinize process controls, and manage daily relationships.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Role Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Oversight of our two outsourced back-office providers to ensure timely and accurate service that adheres to or exceeds our agreed service level provisions. This includes both formal, recurring checkpoint meetings and informal daily interactions
  </li>
  <li>
   Daily review of front office system reconciliations and work with our two outsourced back offices and trading desk to rectify outstanding issues
  </li>
  <li>
   Rectify outstanding asset setup issues and corporate actions
  </li>
  <li>
   Follow up on trade breaks, overdrafts, and other cash related issues
  </li>
  <li>
   Review, identify and enhance process controls
  </li>
  <li>
   Work with IT regarding trade data quality, efficiency of processes, electronic trading system connectivity
  </li>
  <li>
   Post and approve client cash activity
  </li>
  <li>
   Daily and Monthly price valuation
  </li>
  <li>
   Implementing the procedures and activities required for closing loan
  </li>
  <li>
   Review and approve leveraged loan trade details and work with loans team in rectifying any trade related details
  </li>
  <li>
   Work independently on ad hoc and project request
  </li>
  <li>
   Work with London Market Operations Team in aligning procedures and oversight methodology. Monitor account on boarding and transition activities and resolve any related issues
  </li>
  <li>
   Participate in weekly service meetings to discuss business activity, open issues and outline steps to resolve any outstanding items
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Experience Required
  </strong>
 </p>
 <ul>
  <li>
   Experience in a Fixed Income support role and familiarity with global securities, derivatives, and options markets
  </li>
  <li>
   Demonstrated experience in the loan closing process, with direct loan closing expertise considered a strong advantage
  </li>
  <li>
   Solid familiarity with loan documentation and LSTA standards and Clearpar/WSO knowledge
  </li>
  <li>
   Hands-on experience across a broad range of loan products
  </li>
  <li>
   Proactive and sees tasks to completion
  </li>
  <li>
   Organized and strong attention to detail
  </li>
  <li>
   Proven ability to share tasks and work well with a partner in covering group accountabilities
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Insight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com
 </p>
 <p>
  <br/>
 </p>
 <p>
  Under New York City pay transparency law we are required to indicate the base salary range for this role of USD 110,000 to 125,000. Any offer of employment will be made based upon the specific skills and experience of the selected candidate and the base salary offered could be higher or lower than indicated.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About Insight Investment
  </strong>
 </p>
 <p>
  Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/
 </p>
</div>


Market Operations Analyst (New York)

Newmark

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 The
 <strong>
  Newmark Debt, Equity &amp; Structured Finance
 </strong>
 team is looking to bring on an Analyst to join the New York office with a primary focus on hospitality transactions. The group is comprised of a deep team of real estate investment banking professionals from various real estate equity and finance backgrounds. The Analyst will be joining the preeminent team in the market that has executed over $180 billion of transactions since 2019, including more than $21 billion of hotel transactions.
 <br/>
 <br/>
 The Debt &amp; Structured Finance team is focused on the placement of debt and equity capital for commercial real estate investors. While the broader team executes transactions across all property types, including office, retail, industrial, data centers, and alternative assets throughout North America, the Analyst will primarily support the team&rsquo;s hospitality practice, which advises on hotel property and portfolio/platform level transactions. Analysts are involved in every stage of a transaction including underwriting, market research, property tours, preparation of pitch materials and offering memoranda, marketing of transactions, term sheet negotiations, closings, and client meetings and events. The position will be based in-office and work in a high-energy and fast-paced environment.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Primary Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Prepare pitch materials and offering memoranda for commercial real estate transactions, including research, financial modeling, and writing transaction narratives.
  </li>
  <li>
   Responsible for complex financial modeling of property level cash flows and debt/equity structures utilizing market information, appraisals, and comparable data to quickly and accurately underwrite a variety of transactions.
  </li>
  <li>
   Must review and understand relevant documents (financial statements, loan documents, joint venture agreements, appraisals, etc.) to quickly identify relevant information.
  </li>
  <li>
   Network within the industry through meetings, events and involvement in real estate trade organizations.
  </li>
  <li>
   Participate in weekly pipeline meetings to discuss deal flow, deal status, market conditions and review new client leads.
  </li>
  <li>
   Track and maintain database of transaction executions and help identify new business opportunities.
  </li>
  <li>
   Other duties as assigned.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <strong>
  Experience Required
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   0-2 years of hospitality real estate experience (capital markets, acquisitions, development, asset management) in an analytically rigorous environment. Real estate investment banking or commercial real estate lending/investing experience is preferred.
  </li>
  <li>
   Hospitality finance background (including specific experience with hotel P&amp;L&rsquo;s and STR reports) and good understanding of appraisal and valuation principles.
  </li>
  <li>
   Self-motivated, team oriented , and strong time management skills to prioritize tight deadlines.
  </li>
  <li>
   Strong research, analytical, and problem-solving skills. Ability to analyze qualitative and quantitative information.
  </li>
  <li>
   Ability to be proactive, anticipate demands and accomplish tasks with minimal direction and oversight.
  </li>
  <li>
   Exceptional organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including their top-level executives.
  </li>
  <li>
   Strong writing skills with ability to communicate analytical and marketing data effectively.
  </li>
  <li>
   Ability to work independently while being a team player.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s Degree in Hospitality Management , Real Estate, Finance, Accounting, Economics or related discipline or an equivalent combination of education and experience.
  </li>
  <li>
   Candidates from a hotel or hospitality program a plus .
  </li>
  <li>
   Proficiency in Outlook, Excel, Word and PowerPoint.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range Language
  <br/>
  <br/>
 </strong>
 The expected base salary for this position ranges from $145,000 to $150,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
 <br/>
 <br/>
 <strong>
  Working Conditions:
 </strong>
 Normal working conditions with the absence of disagreeable elements.
 <br/>
 <br/>
 <strong>
  Note:
 </strong>
 The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
 <br/>
 <br/>
 Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
</div>


Analyst

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>This is an opportunity for a motivated individual to join J.P. Morgan's Equity Franchise Sales team in New York. The Equity Franchise Sales team is the distribution arm for equity and equity-linked product within the CIB. The team delivers equity research &amp; investment ideas, facilitates investor, corporate and analyst access, and markets equity issuance to its investor base.
</p><p>As a Vice President on the US Equities Franchise Sales team, you will serve as a quarterback for the firm, delivering &amp; monetizing J.P. Morgan resources in a thoughtful manner while building, strengthening, and maintaining relationships with the largest mutual funds and hedge funds in the world.
</p><p>Job Responsibilities:</p>
<ul><li>Senior salesperson focused on day-to-day coverage of existing client relationships as well as helping to build new relationships.
</li><li>Conduct close interactions with internal partners in Equity Research, Equity Capital Markets, Banking, Trading and Sales (Equity, Prime Brokerage, Derivatives).
</li><li>Practice strong intellectual curiosity, enjoy building relationships, and have deep understanding of markets and geopolitics, and an extremely high degree of attention to detail.
</li>Maintain a sense of urgency with a strong focus on organization will be critical.<br>
<li>
</li></ul><p><br>
Required qualifications, capabilities, and skills:</p>
<ul><li>+10 years of sales experience</li>
<li>Series 7 &amp; 63 license
</li><li>Team player: work well in small groups, partner well with internal teams</li>
<li>Deep knowledge of global markets</li>
<li>Critical thinking skills and willing to drive trade concepts and themes for investor clients</li>
<li>Effective communicator</li>
<li>Strong proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint</li>
</ul><b>ABOUT US</b><br>
<br>
<br>
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b>
<br>
<br>
J.P. Morgan's Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Global Cash Equities - US Equity Industrials Sales - Vice President

Barclays

<div><div><p>Date live: 06/23/2026</p>
 <p>Business Area: International Corporate Banking</p>
 <p>Area of Expertise: Relationship Management</p>
 <p>Contract: Permanent</p>
 <p>Reference Code: JR-0000105867</p>
 <p>Salary / Rate <b>$ 75,000.00 - $ 125,000.00</b></p></div></div>
<br><div><p>Join Barclays as a Banks &amp; Affiliates Financial Institutions Group, Analyst, where you will support the coverage, origination, and execution of transactions involving banks, non-bank financial institutions, and affiliated entities. Your role focuses on financial evaluation, client support, and strategic advisory across a broad range of financial institutions. You will also guide and develop relationships with clients, ensuring high-quality service and identifying opportunities to deepen engagement. Provide banking solutions to HR and corporate clients, including support for payroll, employee banking, and related financial services. Assess and manage financial and operational risks, ensuring compliance with internal policies and regulatory requirements. Conduct evaluation of payment flows and transactions, identifying trends, inefficiencies, and opportunities for optimization.</p>
<p></p><p>To be successful as a Banks &amp; Affiliates Financial Institutions Group, Analyst, you should have experience with:</p>
<p></p><ul><li><p>Advanced proficiency in Microsoft Excel, including highly detailed formulas, pivot tables</p>
</li><li><p>Excellent presentation skills</p>
</li><li><p>Project management skills, with experience coordinating tasks, meeting deadlines, and delivering results in fast-paced environments</p>
</li><li><p>Knowledge of Anti-Money Laundering (AML) and Economic Crime frameworks, including monitoring, risk assessment, and compliance procedures</p>
</li></ul><p></p><p>Some other highly valued skills may include:</p>
<p></p><ul><li><p>Excellent interpersonal and verbal communication skills, with the ability to engage effectively across diverse audiences</p>
</li><li><p>Demonstrated interest in relationship management, building and maintaining connections with stakeholders at multiple levels</p>
</li><li><p>Effective problem-solving abilities</p>
</li></ul><p></p><p>You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.</p>
<p>This role is located in New, NY.</p>
<p></p><p>This role is regulated by FINRA.</p>
<p></p><p>Minimum Salary: $75,000</p>
<p>Maximum Salary: $125,000</p>
<p></p><p>The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.</p>
<p><b>Purpose of the role</b></p>
<p>To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.</p>
<p></p><p><b>Accountabilities</b></p>
<ul><li>Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li>
<li>Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li>
<li>Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li>
<li>Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li>
<li>Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li>
<li>Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li>
<li>Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li>
<li>Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li>
</ul><p></p><p><b>Analyst Expectations</b></p>
<ul><li>To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.</li>
<li>Requires in-depth technical knowledge and experience in their assigned area of expertise</li>
<li>Thorough understanding of the underlying principles and concepts within the area of expertise</li>
<li>They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.</li>
<li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li>
<li>OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.</li>
<li>Will have an impact on the work of related teams within the area.</li>
<li>Partner with other functions and business areas.</li>
<li>Takes responsibility for end results of a team&rsquo;s operational processing and activities.</li>
<li>Escalate breaches of policies / procedure appropriately.</li>
<li>Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.</li>
<li>Advise and influence decision making within own area of expertise.</li>
<li>Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.</li>
<li>Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.</li>
<li>Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li>
<li>Make evaluative judgements based on the analysis of factual information, paying attention to detail.</li>
<li>Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.</li>
<li>Guide and persuade team members and communicate complex / sensitive information.</li>
<li>Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.</li>
</ul><p></p><p>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</p></div>

Banks & Affiliates Financial Institutions Group, Analyst

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