Institutional Investment Solutions Analyst

About the Role

• Join an innovative team focused on building client relationships and developing customized wealth management solutions.
• Work with bankers, investment specialists, wealth advisors, and lending specialists.
• Learn about the business and clients while building expertise.
• Engage in structuring creative and opportunistic investment ideas across all asset classes.
• Gain exposure to market strategy, alternative investments, fixed income, equities, FX, and commodities.
• Participate in a five-week immersive global training program.
• Receive ongoing formal and informal training opportunities, development, and engagement.
• Gain exposure to investments, lending, banking, and trust and estate planning within wealth management.

Key Responsibilities

• Learn about the firm and its business operations.
• Build technical and professional skills.
• Hear from senior executives and build global networks.
• Conduct research and analysis.
• Utilize proprietary models.
• Assist with product development and portfolio construction.
• Network across the firm to discover opportunities.

Requirements & Tech Stack

• Bachelor's or Master's degree in progress.
• Attend college/university in the U.S.
• Expected graduation date: December 2026 through June 2027.
• Authorized to work in the U.S. (no employment-based immigration sponsorship offered).
• Highly driven and enjoys working in teams to develop complex solutions.
• Exceptional interpersonal, communication, analytical, and problem-solving skills.
• Excellent organizational skills and ability to multitask.
• Genuine interest in financial markets and macro-level economic trends.
• Ability to thrive in a fast-paced, collaborative environment.
• Highly inquisitive, focused, and proactive.
• Good judgment and discretion when working with confidential information.
• Must obtain SIE, Series 7, and Series 63 within 180 days of the start date.

Location

• New York, NY