Product & Solutions Analyst

Aplaro Ltd; New York (NY); Hybrid; USD 78,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Health benefits

Retirement savings plan

Paid time off

Job summary

Deutsche Bank in New York seeks a Product & Solutions Analyst (Analyst - Associate) to support trust officers in the administration of trust and estate accounts, coordinating with private bankers, portfolio management, and operations.

You will prepare Deutsche Bank Force cases, assist in client communications, review tax and legal documents, and interface with clients and attorneys while contributing to estate settlements.

Qualifications

• Bachelor’s degree required in Finance/Business Management or related field.
• General understanding of trusts & estates and excellent Microsoft skills.
• Ability to handle sensitive materials with discretion.
• Excellent interpersonal and written communication skills.

Responsibilities

• Prepare Deutsche Bank Force cases for transaction processing and account maintenance.
• Assist officers in client communications, memoranda, and research.
• Review tax, accounting, and legal court documentation.
• Prepare information for trust officers and interface with clients and attorneys.
• Perform estate settlement functions.

Skills

Trusts & estates knowledge

Discretion with sensitive information

Interpersonal communication

Education

Bachelor’s degree in Finance/Business Management

Tools

Microsoft Office

Job description

Job Title: Product & Solutions Analyst

Corporate Title: Analyst - Associate

Location: New York, NY

ALL ROLES TO BE CONSIDERED

Overview

Your main responsibilities will be in the support of multiple trust officers in the administration of trust and estate accounts. You will maintain and monitor trust accounts in accordance with Deutsche Bank and fiduciary services policy and procedures and participate in all aspects of trust account opening, maintenance, and closing. In addition, you will work with private bankers, portfolio management and operations in management of trust accounts.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs

What You’ll Do

• Prepare Deutsche Bank Force cases for transaction processing and account maintenance
• Assist officers in preparation of client communication and internal memorandum and research and remedy client inquiries and issues
• Review tax, accounting, and legal court documentation
• Prepare and analyze information for trust officer
• Interface with clients and attorneys regarding account management
• Perform all functions of estate settlement

Skills You’ll Need

• Bachelor’s degree required (Finance/ Business Management preferred)
• General understanding of trusts & estates and excellent Microsoft skills
• Ability to handle sensitive materials and information with discretion
• Excellent interpersonal skills; well-developed oral and written communication skills
• Good organizational skills and ability to effectively prioritize work, demonstrating flexibility when handling multiple tasks and timely decision making

Skills That Will Help You Excel

• Excellent communication skills, both written and spoken
• Ability to communicate effectively with clients and internal team

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $78,000 – $110,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.

#LI-HYBRID

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.