About the role
AI summarisedThis role is for a Desk Analyst in Equities within Private Banking at a major bank. The analyst will support the equities desk by providing market analysis, trade execution support, and portfolio monitoring for high-net-worth clients.
BusinessFull-timeGeneral
Key Responsibilities
- Provide daily support to the Equities desk in executing trades and managing client portfolios.
- Monitor market movements and economic data to identify trading opportunities and risks.
- Prepare pre-trade analysis and post-trade reports for relationship managers and clients.
- Assist in the development and maintenance of financial models and valuation tools.
- Coordinate with internal teams such as research, compliance, and operations to ensure smooth trade flow.
- Respond to ad-hoc requests from senior bankers and clients regarding portfolio positions and market insights.
- Maintain accurate records of trades, client instructions, and market data.
Requirements
- Bachelor's degree in Finance, Economics, or a related field.
- 1-3 years of experience in equities, private banking, or wealth management.
- Strong understanding of equity markets, financial instruments, and trading mechanics.
- Proficiency in Bloomberg and Microsoft Excel.
- Excellent analytical and quantitative skills.
- Strong communication and interpersonal skills.
- Ability to work under pressure and in a fast-paced environment.
- Detail-oriented with strong organizational skills.
- Team player with a proactive attitude.