In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Conducts research and analysis to support lenders and management with originating, underwriting, closing and monitoring of Private Banking loans. Assists more senior staff in underwriting and closing process for smaller and less complex loans. Recommends Risk Ratings. Supports all Private Banking lending activities by providing research and analytical support. Assists lenders and management with monitoring existing loan portfolios, underwriting, and with any ad-hoc research required. Provides additional ad-hoc support activities not specific to loans, as needed. Works directly with other teams to gather data for research assignments. Assists with marketing and client presentation information materials. Solves low risk problems of a routine nature within the context of established policies and procedures. Escalates complex problems to more experienced staff, as needed. No direct reports. Contributes to the achievement of team goals. MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTS Qualifications Bachelor's degree in finance or the equivalent combination of education and experience is required. MBA is preferred. 0-3 years of total work experience preferred; experience in private bank lending or commercial banking preferred. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-New York-New York Internal Jobcode: 80074 Job: Wealth Management Organization: WM Private Banking-HR14968 Requisition Number: 2110756