Private Bank & Wealth - Relationship Associate #Hybrid at Silicon Valley Bank in New York City, New York

Job Description:

BE PART OF A BANK LIKE NO OTHER.

When you work with the world's most innovative companies, you know you're making a difference.

Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.

They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.

Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.

Job Description

Job Summary:

The Associate performs various financial and accounting tasks. They will work closely with senior or executive teams, advising them on different reports, best practices, and relevant financial data. They work to assure accuracy and compliance with internal and external regulations and update their supervisors on the status of projects as needed.

Responsibilities, Duties, and Accountabilities:

• Completing financial analyses on client portfolios


• Creating client reports and analyze performance


• Preparing budgets and financial reports


• Analysis of first line portfolio review


• Offering advice on fiscal procedures


• Managing client account records


• Handling client payments


• Working closely with senior/executive teams


• Providing compliance guidance/relations to client portfolio transactions

Qualifications:

• Bachelor's degree from accredited college or university required. Degree in accounting, business, or related field preferred.


• 1-2 years of experience as an analyst or associate in the financial or professional services sector preferred


• Strong written and verbal communication skills


• Highly organized and motivated


• Able to manage multiple projects


• Provide first rate customer service


• Excellent attention to detail and problem-solving skills


• Experience with Microsoft Office software

© 2021 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).

Equal Employment Opportunity

Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.

Silicon Valley Bank is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK under No. FC029579. Silicon Valley Bank is authorised and regulated by the California Department of Business Oversight and the United States Federal Reserve Bank; authorised by the Prudential Regulation Authority with number 577295; and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.

Apply Now