Private Client Group Associate

Description

Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients.

We’re passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We’re dedicated to giving our time and talent to support the communities we serve. More about Bankwell can be found at

The Business Analyst, Private Client Group serves as a strategic partner to the Head of Private Client Group, exercising independent analytical judgment to provide analytical support, business intelligence, portfolio reporting, project coordination, and day-to-day business support. This role is designed for an individual who is highly analytical, detail-oriented, technologically proficient, fluent in the practical application of AI tools, and capable of managing multiple priorities in a fast-paced commercial banking environment.

The primary duty of this position is the exercise of discretion and judgment on matters of significance related to the general business operations of the Private Client Group — including data analytics, business intelligence, portfolio and credit-related analysis, and business planning. Approximately 60–65% of this role's time is dedicated to these analytical and business-intelligence functions. The remaining time is spent on business coordination and executive-support functions (meeting management, communication workflows, and calendar/travel coordination), which are secondary to and performed in direct support of the analytical work above, while leveraging AI to drive efficiency across each of these functions.

• Develop and maintain commercial lending and deposit dashboards, scorecards and KPI reporting, determine dashboard methodology, data sources, and KPI definitions.
• Analyze loan production, pipeline activity, deposits, portfolio concentrations, credit quality metrics, and profitability trends, exercising judgment in identifying which trends warrant escalation to leadership.
• Prepare executive-level presentations, reports, and management summaries for senior leadership and Board reporting purposes.
• Prepare draft term sheets, including facility descriptions, pricing, covenants, and related structuring language, applying professional judgment to recommend structuring approaches for review by the Head of Private Client Group and Credit.
• Identify trends, opportunities, and risks within the portfolio through data analysis, and recommend a course of action based on that analysis.
• Support forecasting, budgeting, and strategic planning initiatives — including developing underlying assumptions and modeling approaches.
• Create automated reporting solutions to reduce manual processes and improve efficiency, with discretion over tool selection and design.
• Own CRM, pipeline management, and business development reporting.
• Monitor lender productivity, portfolio growth, and client activity metrics.
• Perform ad hoc analysis to support lending decisions, strategic initiatives, and special projects.

• Leverage AI and generative tools (e.g., Microsoft Copilot) to enhance data analysis, reporting, forecasting, and portfolio monitoring, and to draft communications, term sheets, and briefing materials.
• Identify, implement, and champion AI-driven automation opportunities that reduce manual processes across lending operations, reporting, and business support, ensuring alignment with data governance, privacy, and regulatory requirements.

• Coordinate the Head of Private Client Group's calendar, scheduling, travel arrangements, and meeting logistics, exercising discretion in…