Full-time opportunity

Institutional Portfolio Management Full-time Analyst

Institutional Portfolio Management Full-time Analyst

Application Information


  • Set out on a path towards promotion to Assistant Vice President
  • Use your institutional and analytical knowledge to make calculated assessments
  • Work with and learn from the senior management team

Use your analytical mind to explore data insights, and drive financial improvement across the business.


  • New York
    Application Deadline

What to expect

Your journey will start with seven weeks of intense training designed to introduce you to our business, products and the essential skills you’ll need to be successful. After this, you’ll join our IPM team in New York, where you’ll provide analytical and business support to the team, helping them to reach their goal or driving returns and managing financial resources across the Corporate and Investment Bank.

Challenges will include:

  • Designing and developing analysis around client capital utilization and business opportunities
  • Working with partners in Markets, Banking, Corporate Bank and Infrastructure
  • Implementing capital optimization initiatives
  • Building technical and institutional knowledge of the firm’s product offering and client base
  • Supporting the maintenance of tools and reporting used to support Front Office decision-making.
  • Being the point of contact for the user base of IPM tools and reporting
  • Solving problems and answering queries around the underlying data and analysis
  • Supporting the firm’s strategic response to regulatory initiatives and industry change
  • Analyzing the impacts on financial resources and identifying means to manage them

How you'll develop

Your role as an Institutional Portfolio Management Analyst will give you the experience to succeed in the world of finance, and will provide you with a visible path to promotion to Assistant Vice President.

Our intense seven-week Initial Training Program will give you the tools you need to make a strong start. After training, you’ll work alongside top industry experts in New York, building networks and learning through hands-on project involvement. Not only will you build your analytical skillset, but you’ll also build technical knowledge and solid relationships with a whole family of supportive colleagues.

Beyond this, you’ll find plenty of additional training available to help you expand your mind further and create smarter solutions. A mix of formal and informal Continued Learning programs will give you the knowledge you need, exactly when you need it. As you progress, detailed performance coaching and feedback from both your group and your Program Management team will keep you on a path to promotion.

Who thrives here?

Multi-tasking problem solvers from any educational or career background will thrive well here. However, you must have a strong interest in banking and finance, as well as strong analytical skills and intellectual curiosity. Ideally you’ll have hands-on experience of a programming language and be comfortable working with data to solve business challenges. And we also look for resourcefulness, communication skills, teamwork mentality, enthusiasm and an entrepreneurial spirit, often shown through participation in extracurricular activities and prior work experience.