JOB DESCRIPTION
The Banking Analyst will perform back-office data analysis, prepare presentations, and provide operational support for Banking Associates. This role ensures data driven insights and well-prepared materials to aid client and bank interactions and facilitate decision-making. While the Banking Analyst will assist with client and bank meetings, primary responsibility for those relationships remains with the Banking Associates.
KEY RESPONSIBILITIES
* Analyze and interpret financial and operational data to generate actionable insights for Banking Associates.
* Create high-quality presentations and reports for client-facing meetings.
* Collaborate with Banking Associates to support client calls by providing data and logistical support.
* Foster professional relationships with existing bank partners.
* Maintain and enhance databases and tools used for tracking client and deal-related information.
* Assist in ad hoc projects and analyses as directed by the Banking Associates Manager.
* Demonstrate the ability to think creatively and develop solutions to complex financial and client service challenges.
* Prepare organized credit requests for new loan submissions or loan renewals.
* Review and analyze life insurance illustrations.
* Manage a current book of business and ensure transactions are being serviced with accuracy and timeliness.
* Demonstrate the ability to think creatively and develop innovative solutions to complex financial and client service challenges.
* Prepare paperwork and analyses for new originations, annual loan renewals, refinances, annual reviews, and other client service documents.
* Assist the insurance team in closing large complex financed transactions from start to finish.
* Provide timely professional responses to teammates, strategic advisors, and clients regarding both regular and varied loan-related inquiries.
* Follow best practices for firm procedures and ensure compliant record keeping.
* Other duties as assigned or requested by the organization
QUALIFICATIONS
* Bachelor’s degree in Business Administration (preferred), Finance, Economics, or related field.
* Strong analytical and problem-solving skills.
* Proficiency in data visualization and presentation tools (e.g., Excel, PowerPoint, Tableau).
* Excellent written and verbal communication skills.
* Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
* Experience in banking or financial services is preferred but not required.
Send resume to careers@schechterwealth.com