Business Analyst III Job at Compunnel Inc., Purchase, NY

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  • Compunnel Inc.
  • Purchase, NY

Job Description

Role Overview:

This is an on-site contract role focused on supporting the Investment Banking Client’s Private Banking Group (PBG), particularly within the High Net Worth Lending (HNW Lending) sector. The main responsibility is to provide comprehensive support for Securities Based Lending (SBL) products, including developing expertise in SBL offerings and working closely with various internal teams to ensure high-level service for clients and financial professionals.

Key Responsibilities:

  • Provide support to Financial Advisors, Private Bankers, and Service Professionals regarding SBL products.
  • Partner with internal teams (Sales, Risk, Legal, Operations) to address complex issues and ensure proper escalation.
  • Prepare necessary documentation like Bank Reference Letters and Letters of Intent.
  • Review and approve Power of Attorney on client accounts.
  • Create and deliver training materials on SBL products for Sales partners.
  • Use data analysis to produce reports and presentations for management.
  • Assist in various projects, reporting, and strategic initiatives.

Required Qualifications:

  • Minimum 2 years of experience in the banking or finance industry.
  • Bachelor’s degree (BA or BS).

Preferred Qualifications:

  • Background in customer support and operations.

Skills:

  • Excellent communication, problem-solving, and organizational skills.
  • Proficiency with Microsoft Excel and PowerPoint.
  • Tableau/Access/SharePoint skills are a plus.

Job Tags

Contract work,

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