Project Analyst

Are you sharp, detail-driven, and looking to fast-track your career in High-Net-Worth (HNW) Private Wealth Management?

Randstad is supporting a financial firm who is seeking an ambitious Private Wealth Management Analyst to join their team during an exciting season of growth. This isn't just a back-office processing role, it’s an intentional launchpad. You’ll gain direct exposure to complex credit structures, high-net-worth portfolio strategy, and hands-on mentorship designed to elevate your technical expertise and client-facing skills toward an Associate Advisor pathway.

salary: $21.42 - $21.43 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

• Manage Loan Pipelines: Oversee a high-volume bank loan program using specialized software, tracking end-to-end execution and managing peak workflows (~200 loans/month).
• Documentation & KYC Compliance: Gather and review loan/credit documentation, strictly ensuring adherence to Know Your Customer (KYC) compliance and risk protocols.
• Financial Analysis & Planning: Conduct in-depth analysis of High-Net-Worth (HNW) client financial statements to recommend tailored private banking strategies.
• Stakeholder & Operational Communication: Drive heavy email communication with internal credit teams and partner firms to streamline loan approvals and execution.
• Support HNW Relationship Growth: Assist Private Bankers in soliciting, retaining, and expanding HNW relationships through pipeline management, prospecting, and research.
• Identify Business Opportunities: Spot expansion opportunities within existing client portfolios under general banker oversight to support long-term revenue growth.

Skills

• Banking Operations
• Credit
• Financial Services
• KYC
• Documentation
• Compliance

Qualifications

• Years of experience: 2 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on us.fitly.work.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.