The bank for a changing world

We are looking for

Wealth Planning & Investment Analyst

Apply REF: 047852
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

Responsible for providing complex information, including investment portfolio analysis and investment proposals, to support the Bank’s regional managers, private client advisors, portfolio managers, fiduciary officers, and financial advisors in the Wealth Management Group to increase new investment business. Develops and documents business requirements and/or business solutions to solve complex problems and issues related to business operations.

Essential Job Functions
    • Prepare complex investment portfolio analyses, investment proposals, financial modeling and cash flow analysis for Wealth Management clients and prospects.
    • Analyzes and evaluates data gathered from multiple sources. Reconciles differences and applies consistent approaches to data interpretation and performance measurement results.
    • Engages with business partners and users to ensure that critical strategic decisions are vetted and well thought out prior to implementation. Ensures project dependencies are clearly defined and communicated appropriately in terms of time required to complete.
    • Liaises with the business, development team, and technology on an ongoing basis. Acts as the "Subject Matter Expert" (SME) and provides business knowledge as needed.
    • Responsible for critical examinations of current business processes and provides recommendations for improving quality and/or increasing efficiency within business unit operations.
    • May lead efforts in the development of business unit analytics, department or operational procedures, reporting, financial analysis, communication, and/or strategic planning activities.
Other Job Duties
  • May assist business unit production functions during high volume periods.
  • Performs other duties as assigned.

Required Experience
  • Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
  • May have practical knowledge of Investments.
  • Requires 2+ years minimum prior relevant experience.

  • Bachelor's Degree in Finance, Accounting, or Economics

  • Excellent written and verbal communication skills for report writing, business requirement proposals, client interaction, and methodology documentation.
  • Strong analytical and problem-solving skills coupled with thoroughness and attention to detail is highly desired.
  • Investment management software such as Bloomberg, Factset, Morningstar, Zephyr StyleAdvisor, eMoneyAdvisors, Excel and PowerPoint. Experience in automation using Visual Basic, macros, programming, and/or coding highly desirable. 

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Primary Location: United States-California-Newport BeachJob Type: Full-timeJob: Accounting Finance