Senior Associate, Capital Markets

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

New York pay range

New York pay range: $110,000 - $125,000 USD