Private Client Group Associate

About the role

The Business Analyst, Private Client Group serves as a strategic partner to the Head of Private Client Group, exercising independent analytical judgment to provide analytical support, business intelligence, portfolio reporting, project coordination, and day-to-day business support. This role is designed for an individual who is highly analytical, detail-oriented, technologically proficient, fluent in the practical application of AI tools, and capable of managing multiple priorities in a fast-paced commercial banking environment.

Responsibilities

• Data Analytics & Business Intelligence
• Develop and maintain commercial lending and deposit dashboards, scorecards and KPI reporting, determine dashboard methodology, data sources, and KPI definitions.
• Analyze loan production, pipeline activity, deposits, portfolio concentrations, credit quality metrics, and profitability trends, exercising judgment in identifying which trends warrant escalation to leadership.
• Prepare executive-level presentations, reports, and management summaries for senior leadership and Board reporting purposes.
• Create automated reporting solutions to reduce manual processes and improve efficiency, with discretion over tool selection and design.
• Maintain CRM, pipeline management, and business development reporting.
• Monitor lender productivity, portfolio growth, and client activity metrics.
• Perform ad hoc analysis to support lending decisions, strategic initiatives, and special projects.
• AI & Automation
• Leverage AI and generative tools (e.g., Microsoft Copilot) to enhance data analysis, reporting, forecasting, and portfolio monitoring, and to draft communications, term sheets, and briefing materials.
• Identify, implement, and champion AI-driven automation opportunities that reduce manual processes across lending operations, reporting, and business support, ensuring alignment with data governance, privacy, and regulatory requirements.
• Business Coordination & Executive Support (Secondary Function)
• Coordinate the Head of Private Client Group's calendar, scheduling, travel arrangements, and meeting logistics, exercising discretion in prioritizing competing demands on the Head's time.
• Prioritize and manage incoming communications, including email organization, draft responses, and follow-up tracking, using thoughtful judgment to triage and route matters requiring the Head's attention.
• Organize internal and external meetings, including preparation of agendas, materials, and action-item follow-up.
• Maintain task lists, project timelines, and key deliverable tracking.
• Prepare meeting summaries and briefing documents.
• Serve as a liaison between commercial lending leadership, credit administration, operations, treasury management, and executive management.
• Aid in the preparation of presentations and communication materials.
• Private Client Group Administration
• Maintain pipeline and portfolio tracking systems.
• Collaborate on loan committee preparation by gathering, organizing, and validating information, and by flagging data anomalies requiring follow-up.
• Cook up special projects involving process improvements and technology implementations.
• Support vendor and third-party management activities related to lending systems and reporting platforms.
• Maintain centralized reporting repositories and departmental documentation.
• Aid in examination, audit, and regulatory reporting requests as needed.

Qualifications & Skills

• Bachelor’s degree in Finance, Economics, Accounting, Business Analytics, Data Science, or a related field.
• 2–5 years of experience in commercial banking, financial services, business analytics, or a related support role.
• Advanced Microsoft Excel skills, including pivot tables, Power Query, lookup functions, dashboard development, and financial modeling.
• Proficiency with Power BI, Tableau, or similar business intelligence platforms.
• Demonstrated proficiency with AI and automation tools (e.g., Microsoft Copilot, ChatGPT, or similar), including practical experience applying AI to analytics, reporting, or administrative workflows.
• Strong PowerPoint and presentation development skills.
• Experience working with CRM systems and lending platforms preferred.
• Familiarity with commercial lending, credit analysis, term sheet preparation, and banking operations is strongly preferred.
• Exceptional organizational and project management skills.
• Strong verbal and written communication skills.
• Ability to manage confidential information with discretion and professionalism.

Key Competencies

• Analytical thinking
• AI fluency and automation mindset
• Executive presence
• Attention to detail
• Process improvement mindset
• Technology proficiency
• Time management
• Relationship management
• Problem solving
• Initiative and accountability
• Professional communication

FLSA Status

Exempt