Bank of the West Wealth Management- Wealth Planning & Investment Analyst in Newport Beach, California

Wealth Management- Wealth Planning & Investment Analyst


Bank of the West Wealth Management is GROWING!

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Responsible for providing investment portfolio and wealth planning analysis to support private client advisors, financial advisors, subject matter experts, and sales leadership in acquiring new clients, developing wealth plans and increasing assets under management.

Essential Job Functions

  • Prepare complex investment portfolio and wealth planning analyses for Wealth Management clients and prospects. Areas of focus could include portfolio analytics, cash flow modeling, monte carlo simulations, retirement projections, distribution strategies, insurance needs analysis, and other wealth planning areas.

  • Analyzes and evaluates data gathered from multiple sources. Reconciles differences and applies consistent approaches to data interpretation and performance measurement results.

  • Evaluates and develops various methods of analysis and/or project planning that influence strategic initiatives.

  • Engages with advisors and users to ensure that critical strategic decisions are vetted and well thought out prior to implementation.

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.

  • Requires 5 years prior relevant experience in investment analysis and wealth planning analysis and concepts


Bachelor's Degree in Finance, Accounting, Economics


  • Investment management and wealth planning software such as Bloomberg, Morningstar, Zephyr StyleAdvisor, MoneyGuidePro, Sungard Financial Planning, Naviplan, WealthTec, Excel and PowerPoint.

  • Certified Financial Planner (CFP) designation preferred

  • 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.

  • Meet tight deadlines

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.

Job: Portfolio Management

Location: United States-California-Newport Beach

Requisition ID: 039067