Senior Capital Markets & Private Client Lead

Emigrant Bank; New York (NY); On-site; USD 110,000 - 125,000; Full time

Job summary

Emigrant Bank in New York seeks a Senior Associate for its Capital Markets/Private Client Group to join a growing team and support nationwide private banking initiatives. The role emphasizes analysis, communication, and project execution with minimal supervision.

You will contribute to product development, market analysis, and investment opportunity evaluation while collaborating across departments to manage regulatory and client-facing responsibilities.

Qualifications

• Bachelor's in Finance, Economics, or related major.
• 4+ years experience within financial services.
• Excellent understanding of equity, alternative investing and financial markets.
• Strong understanding of financial statements and financial modeling.
• Ability to review legal agreements.
• Strong written and verbal communication skills.

Responsibilities

• Preparation of materials for Board of Director meetings.
• Mortgage Pricing for Emigrant portfolio loan origination.
• Bank Liquidity Reporting.
• Interest Rate Swap market-to-market and daily margin posting.
• Foreign currency hedging and coupon exchanges USD/AUD.
• Manage Relationship with Federal Agencies.
• Management of daily, weekly, monthly and quarterly Excel reports related to banking activity, interest rates and loan origination.
• Frequent ad hoc analytical projects.
• Ongoing client management of investment management accounts.
• Analysis of prospective client portfolios in order to develop proposals.
• Corporate and Municipal Bond credit analysis and ongoing surveillance and credit committee member.
• Preparation of quarterly Account Review Committee (ARC) materials and attend ARC meetings.
• Develop integral knowledge of BNY Pershing NetX360 custodian platform.
• Preparation of regulatory and audit responses for: internal audit, external audit, FOFR and the FDIC.

Skills

Analytical skills

Communication skills

Financial modeling

Market analysis

Education

Bachelor's degree in Finance, Economics, or related major

Tools

Excel

NetX360

Job description

Emigrant Bank in New York seeks a Senior Associate for its Capital Markets/Private Client Group to join a growing team and support nationwide private banking initiatives. The role emphasizes analysis, communication, and project execution with minimal supervision.

You will contribute to product development, market analysis, and investment opportunity evaluation while collaborating across departments to manage regulatory and client-facing responsibilities.