Global Private Bank - Investment Solutions Analyst Training Program

Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with product specialists on an investment solutions team, developing innovative solutions in a fast-paced, inclusive environment.

What You'll Do

As an Investment Solutions Analyst in the Global Private Bank, you will work with specialists to help research, analyze, and develop global investment strategies and opportunities for our clients. The Solutions Training Program is designed to be our main source of homegrown talent and the development pipeline to subject matter experts.

The Program

The program begins with a five-week immersive global training program, where you will join Incoming Analysts from around the world to learn more about the firm, build technical and professional skills, hear from senior executives, and build global networks. Throughout the program, you'll have ongoing formal and informal training opportunities, continued development and engagement, and the chance to participate in program initiatives. You'll be encouraged to network across the firm and discover opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers.

Job Responsibilities

• Work with teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals.
• Partner with client advisors, bankers, global investment specialists, and estate experts to recommend investment and wealth management solutions.
• Collaborate with various teams, including market strategy, equity, and alternative investment teams to conduct research and analysis, develop products, and respond to client needs.
• Gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning.
• Continuously learn through one-on-one mentorship, learning sessions, and ongoing events to grow your professional network.
• Support the business by advising on financial strategies, building investment portfolios, and carrying out research and analytics.

Requirements

• Highly driven person who enjoys working in teams to develop complex solutions.
• Exceptional interpersonal, communication, logical thinking, and problem-solving skills.
• Excellent organizational skills and ability to multitask.
• Genuine interest in financial markets and macro-level economic trends.
• Desire to ultimately work with external clients in a relationship-building and sales capacity.
• Ability to thrive in a fast-paced, collaborative environment.
• Highly inquisitive, focused, and considerate.
• Good judgment and discretion when working with confidential information.
• An expected graduation date between August 2026 to July 2027.

Application Process

• Submit a complete and thoughtful application, including your resume.
• Applications will be reviewed to determine if you meet the required qualifications.
• If advanced, you will receive an email invitation to complete a video interview, powered by HireVue.
• The HireVue interview is required for your application to be considered.
• We strongly encourage you to apply and complete all required elements as soon as possible, as programs will close as positions are filled.