Private Banking Full Time Country:
WHAT YOU WILL BE DOING
Position Summary
The Jr. Product Analyst works under close supervision of higher level positions within Discretionary Portfolio Management. S/he will support the DPM Team with administrative tasks including but not limited to, preparing reports and presentations. S/he will also support the weekly review of portfolios and assist in special projects with any administrative task related.
The Jr. Product Analyst reports to the Senior Discretionary Portfolio Manager.
Primary Duties & Responsibilities
Position Duties / Responsibilities% of Time Spent
- Actively collaborate with DPM team performing admirative activities including but not limited to, preparation of reports and presentations. 25%
- Participate in the creation and update of marketing materials to support DPM team efforts. 15%
- Assist in the weekly review of portfolios to analyze investment performance, fiduciary and risk limits. Works under close supervision of higher level professionals within DPM. 25%
- Participate in promotional/training events supporting DPM team. 10%
- Assist in special projects. 15%
Other duties as assigned or requested by immediate supervisor. 10%
Core Competencies Collaboration/Teamwork:
- Works effectively in team settings
- Shows appreciation for others’ help and lends a hand when needed to complete shared tasks
Relationship Management:
- Builds effective working relationships with peers
Conflict:
- Demonstrates concern for treating people fairly and equitably
Ownership/Self-Starter:
- Displays a can-do attitude and willingness to learn
- Proactively clarifies one’s tasks and responsibilities
Accountability:
- Maintains professional behavior at all times, in representing the company
- Does all routine work accurately and on-time; is aware of own impact on others
Execution Excellence:
- Ensures all tasks are carried out correctly
- Learns from past mistakes and ensures that they are not repeated in future similar situations
Communication/Two-Way Communication:
- Communicates clearly and precisely
- Listens carefully and asks questions to clarify understanding
Information Sharing:
- Openly and proactively shares information
Influencing Skills:
- Delivers feedback in a way that builds on the discussion and works toward meeting objectives
Change Orientation/Flexibility:
- Is comfortable with changing environment and can alter tasks with guidance
- Asks questions to understand the impact of changes on one’s own job
Support Change:
- Learns new methods and procedures or changes them to the new standards
- Is positive about new approaches and methods resulting from change
Innovation:
- Suggests new ways of improving quality and efficiency of service
Problem Solving/Problem Identification:
- Defines issues accurately and identifies the critical components
Solution Definition:
- Collects data and relevant facts to communicate problems
- Presents the general outline and direction of the solution
Resourcefulness:
- Accurately identifies resource requirements to solve basic problems
Customer Service/Customer Understanding:
- Actively seeks information to understand customer needs
Issue Ownership:
- Responds promptly to customer inquiries
- Takes responsibility for issues and, with assistance, works to find a solution
Customer Satisfaction:
- Demonstrates the Bank’s customer service standards
Specialized Knowledge
- Basic knowledge of Bloomberg is desired, but not required.
- Basic knowledge of financial markets, portfolio management and assets valuation.
- Ability to clearly communicate investment strategies.
Job Requirements
Education: Bachelor’s degree required or equivalent experience
Business Experience: Entry level
Supervisory / Management:Scope/Individual contributor
Technical Knowledge• Microsoft Excel, PowerPoint & Word
- Advanced communications (oral & written)
- Goal oriented
- Flexible and able to work in a fast-paced environment
- Licenses / Certifications: N/A
- Languages: English, and Spanish