Analyst, Financial Institutions Group

Location: Charlotte/121 West Trade Street/Signature - 001

Position Title

Location

Charlotte, NC 28202

Job Summary

This analyst role reports to the Head of the Financial Institutions Group (FIG) within Specialized Industries and Capital Markets and plays an important role assisting senior bankers and management with research and content creation that supports the business’ strategic objectives. The role supports all four industry sectors within FIG – Asset Management, Insurance, Specialty/Lender Finance, and Securities Industry & Banks – providing the opportunity to support highly diverse client activity and projects.

This role uses independent judgement in the design and creation of effective materials for external client activity as well as internal projects and directly supports the growth of our business. The role requires support for complex projects that may involve adhering to tight deadlines.

This position will be located at our Charlotte, North Carolina office.

Job Responsibilities

Organizes, supports, and manages projects for FIG bankers and the leadership team. This role involves independent research and content creation, problem solving with teammates and partners to achieve stated outcomes, and the completion of deliverables within set deadlines

Creates content to support executive presentations, board materials, leadership routines, town halls, and other forums. Content may take the form of presentations, agendas, white papers, executive summaries and action plans, spreadsheets, or other

Supports and contributes to client activity, including creating pitchbooks, supporting credit underwriting, and providing input in a range of transaction activities (including lending, deposits and treasury management, capital markets, etc), aligned with business’ strategy

Analyzes financial and market data, drawing from a wide range of sources, and makes recommendations to discern insights and support decision making

Support other members of the business with special projects, content creation, analysis, and research, as required

ADDITIONAL ACCOUNTABILITIES

Performs additional duties and responsibilities as required

Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations