Entry Level Private Banking Officer Jobs
New grad private banking officer jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or demonstrated client-service skills can matter more than a lengthy resume. Most openings are on-site roles concentrated in Banking & Financial Services, Investment & Asset Management, and Fintech, with employers like JPMorganChase, Bank OZK, and Alantra hiring at this level now.
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Job Description:
Position Summary
Guggenheim Securities (“GS”) is seeking an exceptional Analyst to join its Infrastructure Investment Banking group located in New York.
Analysts will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.
We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training—formal and hands-on—as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Candidates must be focused on earning a promotion to Associate upon completion of the Analyst program and becoming a top performer with the intention of developing a long-term banking career.
Essential Job Functions
- Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
- Assist in the design and development of complex financial models and valuation analysis
- Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
- Perform client due diligence, prepare information memoranda and other transaction-related documentation
- Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
- Conduct competitive research, including identifying sector and industry trends
- Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
- Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
- Highly organized, with the initiative and ability to work with limited supervision
- Excellent analytical skills and attention to detail
- Strong written and oral communication skills
- Effective process management abilities
Basic Qualifications
- Requires a minimum of a Bachelor's degree
- Core modeling and valuation experience in professional setting
- SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Work Location
- Currently, this role is expected to be in the New York office at least 4 days per week.
Salary
- Annual base salary of $110,000.
- The base salary represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Job Description:
Position Summary
Guggenheim Securities (“GS”) is seeking an exceptional Analyst to join its Infrastructure Investment Banking group located in New York.
Analysts will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.
We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training—formal and hands-on—as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Candidates must be focused on earning a promotion to Associate upon completion of the Analyst program and becoming a top performer with the intention of developing a long-term banking career.
Essential Job Functions
- Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
- Assist in the design and development of complex financial models and valuation analysis
- Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
- Perform client due diligence, prepare information memoranda and other transaction-related documentation
- Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
- Conduct competitive research, including identifying sector and industry trends
- Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
- Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
- Highly organized, with the initiative and ability to work with limited supervision
- Excellent analytical skills and attention to detail
- Strong written and oral communication skills
- Effective process management abilities
Basic Qualifications
- Requires a minimum of a Bachelor's degree
- Core modeling and valuation experience in professional setting
- SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Work Location
- Currently, this role is expected to be in the New York office at least 4 days per week.
Salary
- Annual base salary of $110,000.
- The base salary represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
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Find JobsEntry Level Private Banking Officer Job Market
Who's Hiring
- JPMorganChase29
- Bank OZK12
- Alantra5
- Bank of America5
- MUFG4
Top Industries Hiring
- Banking & Financial Services68
- Investment & Asset Management45
- Fintech21
- Technology & Software5
- Education2
Entry Level Private Banking Officer Jobs: Frequently Asked Questions
How do I get an entry level private banking officer job?
Start by building foundational finance knowledge through coursework, certifications like the Series 7 or Series 66, or internships at banks or wealth management firms. Employers at this level look for strong interpersonal skills, attention to detail, and comfort working with high-net-worth clients. Highlighting any customer-facing or financial services experience, even from internships or part-time roles, gives you a real edge over other candidates.
Which companies hire entry level private banking officers?
Companies hiring entry level private banking officers right now include JPMorganChase, Bank OZK, and Alantra, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes from a mix of large national banks, regional financial institutions, and boutique wealth management firms that run structured associate or rotational programs designed for newer candidates.
Are there remote entry level private banking officer jobs?
Yes, though most positions at this level are on-site given the client-relationship nature of the work. About 20% of entry level private banking officer openings are remote or hybrid as of November 2026, so candidates who need flexibility should filter specifically for those arrangements when searching current listings.
Are these new grad private banking officer jobs?
Yes, many of the listings on this page are new grad and junior roles that welcome recent graduates with little to no professional experience. A new grad-friendly posting typically calls for zero to two years of experience, accepts internship or coursework in lieu of full-time history, and may mention training programs or mentorship for candidates building their career in private banking.
Which industries hire the most entry level private banking officers?
Entry Level private banking officer roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive the most hiring at this level because they serve affluent individual clients and families who require dedicated relationship management and personalized financial guidance.