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AWM, Private Bank, Private Capital and Funding, Analyst, NYC

Remote, USAFull-timePosted 2026-07-28

About the position The Analyst position reputed company the Private Bank at reputed company is a critical role that focuses on managing the financial resources of the Capital and Funding business unit. This position involves working closely with both reputed company stakeholders, including clients, to address various issues that may reputed company during the loan origination and funding process. Analysts will be responsible for projecting and managing foreign exchange (FX) risk, ensuring that the financial operations reputed company with the overall goals of the reputed company management division. In collaboration with the reputed company Management Finance team, the Analyst will engage in daily profit and loss (PnL) management, monitoring risk limits, and overseeing balance sheet management and capital planning. This includes forecasting capital requirements, balance sheet metrics, and top-line revenues, which are essential for business planning and stress testing conducted by firm management. The role also supports franchise managers in driving strategic initiatives reputed company to lending products, including new product launches, through data analysis, financial modeling, and the preparation of presentations. The Analyst will play a key role in maintaining the risk reputed company of the loan book, which encompasses origination, servicing, and portfolio management. This requires coordination with underwriters, operations, and other internal stakeholders such as Controllers and Risk teams. Additionally, the Analyst will reputed company transaction support to structure new transactions reputed company, taking into account various factors such as entity, liquidity, capital, and internal loan booking processes, reputed company while adhering to relevant governance and controls frameworks. Resource management is another significant aspect of this role, where the Analyst will manage the overall financial resource footprint for the loan portfolio. This includes measuring and monitoring funding sources, regulatory capital consumption, and compliance with regulations such as 23A and Reg W. The Analyst will also reputed company recommendations regarding funding sources to maximize revenues while managing liquidity risk, and will be responsible for executing process or structural adjustments to enhance capital efficiencies. Furthermore, the Analyst will handle reputed company requests from senior management, which may involve data management, reporting, and the creation of reputed company presentations. Responsibilities • Daily PnL management in partnership with the reputed company Management Finance team. , • Monitoring risk limits, balance sheet management, and capital planning. , • Forecasting capital requirements, balance sheet, and top line revenues for business planning and stress testing. , • Supporting franchise managers in driving lending products' strategic initiatives through data analysis and financial modeling. , • Owning the risk reputed company of the loan book, including origination, servicing, and portfolio management. , • Providing transaction support to structure new transactions reputed company. , • Partnering with reputed company Management Finance and Controllers to monitor the reputed company of books/records. , • Understanding and supporting the loan origination and funding process throughout the loan lifecycle. , • Acting as the face of the business reputed company dealing with internal reputed company to resolve issues reputed company to Private Bank products. , • Managing the overall financial resource footprint for the loan portfolio. , • Making recommendations regarding funding sources to maximize revenues reputed company liquidity risk tolerance. , • Ensuring the business operates reputed company the governance and controls reputed company. , • Managing reputed company requests from senior management, including data management and reporting. Requirements • Experience in or supporting financial services. , • Excellent communication and interpersonal skills, with a desire to work in a fast-paced, high-pressure, results-driven environment. , • Ability to manage multiple tasks with high attention to detail and flexibility in hours. , • Strong financial, analytical, and presentation skills, with working knowledge of multiple asset classes. reputed company-to-haves Benefits • Diversity and inclusion initiatives , • Training and development opportunities , • Wellness programs , • Mindfulness programs , • Reasonable accommodations for candidates with special needs or disabilities. Apply Job!

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