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Private Banking Analyst Jobs (NOW HIRING)

US Bank

PWM Private Banking Analyst

Denver, CO · On-site

$81K - $95K/yr

Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to ...

US Bank

PWM Private Banking Analyst

Scottsdale, AZ · On-site

$81K - $95K/yr

Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to ...

US Bank

PWM Private Banking Analyst

Portland, OR · On-site

$81K - $95K/yr

Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to ...

U.S. Bank

PWM Private Banking Analyst

Portland, OR · On-site

$81K - $95K/yr

Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to ...

Initio Capital

Investment Banking Analyst

Manhattan, NY · Hybrid

$145K - $185K/yr

Prior experience in investment banking, consulting, transaction advisory, private equity, audit, or FP&A is preferred but not required * Proficiency in Excel and PowerPoint ; familiarity with ...

Career Launch AI

Investment Banking Analyst

Manhattan, NY · Hybrid

$140K - $185K/yr

Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting highlights the type of Investment Banking Analyst roles featured on the Career Launch AI Private ...

Career Launch AI

Investment Banking Analyst

Manhattan, NY · Hybrid

$100K - $150K/yr

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ... The analyst will play a critical role across live transactions, M&A advisory, financial modeling ...

Career Launch AI

Investment Banking Analyst

Chicago, IL · Hybrid

$100K - $150K/yr

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ... The analyst will play a critical role across live transactions, M&A advisory, financial modeling ...

Career Launch AI

Investment Banking Analyst

Chicago, IL · Hybrid

$100K - $150K/yr

Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer ... If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ...

Career Launch AI

Investment Banking Analyst

Chicago, IL · Hybrid

$100K - $150K/yr

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ... The analyst will play a critical role across live transactions, M&A advisory, financial modeling ...

Career Launch AI

Investment Banking Analyst

Dallas, TX · Hybrid

$100K - $150K/yr

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ... The analyst will play a critical role across live transactions, M&A advisory, financial modeling ...

Career Launch AI

Investment Banking Analyst

Manhattan, NY · Hybrid

$100K - $150K/yr

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ... The analyst will play a critical role across live transactions, M&A advisory, financial modeling ...

Career Launch AI

Investment Banking Analyst

Chicago, IL · Hybrid

$100K - $150K/yr

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ... The analyst will play a critical role across live transactions, M&A advisory, financial modeling ...

Career Launch AI

Investment Banking Analyst

New York, NY · Hybrid

$100K - $150K/yr

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ... The analyst will play a critical role across live transactions, M&A advisory, financial modeling ...

Career Launch AI

Investment Banking Analyst

Miami, FL · Hybrid

$100K - $150K/yr

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ... The analyst will play a critical role across live transactions, M&A advisory, financial modeling ...

Career Launch AI

Investment Banking Analyst

Manhattan, NY · Hybrid

$100K - $150K/yr

Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer ... If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ...

Career Launch AI

Investment Banking Analyst

New York, NY · Hybrid

$100K - $150K/yr

Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer ... If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate ...

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Private Banking Analyst information

See salary details

$40K

$98.4K

$138K

How much do private banking analyst jobs pay per year?

As of Sep 14, 2026, the average yearly pay for private banking analyst in the United States is $98,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,000.00 and $130,000.00 per year, depending on experience, location, and employer.

What is a private banking analyst?

Private Banking Analysts are financial professionals who support private bankers in managing the wealth of high-net-worth individuals. Their responsibilities typically include conducting financial analysis, preparing client presentations, researching investment opportunities, and assisting in the development of personalized financial solutions. They play a crucial role in helping bankers deliver tailored advice and services, ensuring clients' financial needs are met efficiently and effectively. Private Banking Analysts often work closely with relationship managers and other specialists to provide comprehensive wealth management support.

What are the key skills and qualifications needed to thrive as a private banking analyst?

To thrive as a Private Banking Analyst, you need strong analytical abilities, financial acumen, and a relevant degree in finance, economics, or a related field. Familiarity with financial modeling tools, CRM platforms, and industry-standard software like Bloomberg Terminal is typically required. Excellent interpersonal skills, discretion, and attention to detail help build trusted client relationships and ensure accuracy. These skills are vital for delivering tailored investment solutions, maintaining high client service standards, and supporting the bank’s growth objectives.

What are some common challenges faced by private banking analysts when managing client portfolios?

Private Banking Analysts often face the challenge of balancing personalized client service with the rigorous demands of portfolio management. They must stay updated on market trends and regulatory changes while ensuring that investment strategies align with clients’ financial goals and risk tolerance. Additionally, analysts frequently collaborate with relationship managers and product specialists, requiring strong communication and organizational skills. Meeting tight deadlines during market volatility or onboarding new clients can also add to the role's complexity.

What is the difference between Private Banking Analyst vs Wealth Management Associate?

AspectPrivate Banking AnalystWealth Management Associate
Required CredentialsBachelor's degree, financial certifications (e.g., CFA, CFP) often preferredBachelor's degree, similar certifications often required
Work EnvironmentPrivate banks, wealth management firms, client-facing rolesFinancial advisory firms, private banks, client service roles
Employer & Industry UsagePrimarily in private banking and wealth management sectorsIn wealth management firms and private banking divisions
Common Search & Comparison IntentYesYes

The main difference between a Private Banking Analyst and a Wealth Management Associate lies in their focus areas and responsibilities. Private Banking Analysts typically work within private banks, focusing on analyzing client portfolios and supporting relationship managers. Wealth Management Associates often have similar roles but may also handle client onboarding and administrative tasks. Both roles require similar credentials and operate in comparable environments, often overlapping in client service and financial analysis.

More about Private Banking Analyst jobs

What cities are hiring for Private Banking Analyst jobs?

Cities with the most Private Banking Analyst job openings:

What states have the most Private Banking Analyst jobs?

States with the most job openings for Private Banking Analyst jobs include:

What are popular job titles related to Private Banking Analyst jobs?

For Private Banking Analyst jobs, the most frequently searched job titles are:

Private Banking Analyst jobs near you
Infographic showing various Private Banking Analyst job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $98,397 per year, or $47.3 per hour.

PWM Private Banking Analyst

Denver, CO • On-site

US Bank
Banking and Credit Intermediation • 10K+ employees
Learn more about US Bankexternal

$81K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

U.S. Bank rating

8.1

Company rating: 8.1 out of 10

Based on 364 frontline employees who took The Breakroom Quiz

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description
Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking. Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become an Associate Advisor. On the Job Training will focus on teaching the Analyst the technical aspects of Private Banking. Will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of a Private Banker. Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Up to three years of related experience
Preferred Skills/Experience
- Basic knowledge of departmental operations/policies and U.S. Bank products and services
- Effective interpersonal, verbal and written communication skills
- Strong client facing skills
- Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Well-developed analytical skills
- Pursuit of professional credentials (CFP, CFA, etc.) a plus

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,515.00 - $95,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

What U.S. Bank employees say

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

Social media

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