Investment Associate Analyst — Private Bank Investment Desk Support
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Job Description
The Investment Associate Analyst is an early-career role within the Private Bank investment team, with responsibilities across two key areas. First, the role supports the day-to-day operation of the investment desk, including client service, transaction follow-up, coordination with internal partners and execution-related workflows. Second, the role provides direct support to Senior Investment Counselors through the preparation of reports, presentations, market updates and other investment-related materials.
The position requires a highly organized and detail-oriented professional with a strong client service mindset, a willingness to manage recurring operational tasks, and a genuine interest in developing knowledge of financial markets, investment products and private banking. The role is well suited for a junior professional who is motivated to learn, comfortable working in a fast-paced environment and eager to contribute to both the operational and investment support needs o...