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Responsibilities
- Identify opportunities to automate manual collateral management processes.
- Assist with developing and testing reports, dashboards, and workflow solutions.
- Analyze data to identify trends, exceptions, and process improvement opportunities for documentation related to loans.
- Support data validation, system cleanup, and quality control efforts.
- Create process documentation and standard operating procedures.
- Assist with technology initiatives related to collateral tracking and portfolio management.
- Gain a broad introduction to Commercial Real Estate lending and work on loan deals.
- Learn about industry fundamentals, credit & underwriting basics, site visits & property tours, lending process & deal structuring, deposits & relationship banking, and special topics & industry trends.
- Spread and analyze business.
- Perform due diligence on prospective clients to obtain information for analysis.
- Attend meetings to discuss commercial credit proposals.
- Assist in evaluating proposed loans for credit risk and preparing loan proposals.
- Conduct industry analysis, market analysis, and property inspections.
- Attend loan discussion meetings and assist in the management and monitoring of the Commercial/Community Banking loan portfolio.
- Learn about the Internal Audit department's core responsibilities and execution.
- Participate in business as usual audit procedures.
- Focus on leveraging artificial intelligence to develop automated audit procedures.
- Gain exposure to IT general controls and potentially other areas of audit coverage.
- Perform in-depth company and industry research supporting client engagements and marketing opportunities.
- Collect and analyze information from relevant internal and external sources.
- Develop financial models, including three-statement modeling and valuation assessments.
- Research potential financial and strategic buyers for assignments.
- Help write transaction-related documentation and marketing materials.
- Help organize investment banking CRM systems and coordinate marketing campaigns.
- Develop working knowledge of key financial databases and systems.
- Act within professional, ethical, legal, and risk boundaries and guidelines.
- Research legal questions.
- Assist in reviewing, analyzing, and drafting customer and third-party agreements.
- Help assess subpoenas, levies, and other legal processes.
- Contribute to projects involving legal strategy and department operations, including responsible use of AI, outside-counsel onboarding, and improved workflows.
- Support the Operations team in process improvement, project coordination, and data analysis.
- Gain hands-on exposure to banking operations and build transferable skills.
- Create and refine documentation, analyze workflow data, and assist with projects that enhance efficiency, compliance, and client experience.
- Assist in reviewing, updating, and standardizing internal procedure documents and job aids.
- Track project deliverables, milestones, and timelines.
- Assist with creating project status updates, dashboards, or summaries.
- Prepare meeting agendas, capture notes, and follow up on action items.
- Support cross-functional coordination by gathering input from multiple departments.
- Assist with building simple reports, charts, or presentations.
- Support the implementation of corrective process actions and process refinements.
- Support the Financial Planning and Client Service teams.
- Gain an understanding of Personal Financial Planning and its relation to Wealth Management.
- Gain an understanding of Client Service work to support Wealth client accounts.
- Learn the fundamentals of Financial Planning.
- Examine the inputs and outputs for a Financial Plan.
- Work on preparing a Cash Flow Analysis.
- Design and execute a personal finance project relevant to college students and new grads.
- Participate in weekly Financial Planning Team meetings and monthly Financial Planning Lunch meetings.
- Learn the role of the Client Service Officer and their partnerships.
- Observe the client service model, including workflows for new account opening, account maintenance, money movement, client inquiries, and relationship support.
- Assist with the organization and maintenance of client and account documentation.
- Assist with client service projects, process documentation, and efforts to improve consistency, efficiency, and client experience.
- Participate in Client Service team meetings and other relevant Wealth team meetings.
- Assist with the organization of client files.
- Learn how the team uses key systems and tools.
- Research assigned operational or client-service topics and present findings or recommendations.
Requirements
- Interns will spread and analyze business.
- Perform due diligence on prospective clients in order to obtain information used in the preparation of analysis.
- Attend meetings to discuss commercial credit proposals being presented by Loan Officers.
- Assist in evaluating proposed loans for credit risk and preparation of loan proposals.
- Conduct industry analysis, market analysis, property inspections.
- Attend loan discussion meetings and assist in the management and monitoring activities of the Commercial/Community Banking loan portfolio.
- Develop financial models with support and supervision from senior analysts and supervisors, including three-statement modelling and valuation assessments using various methodologies
- Research potential financial and strategic buyers for assignments
- Help to write with supervision from senior analysts transaction related documentation and marketing materials including but not limited to information memoranda, pitch books, corporate profiles, and market data and analysis
- Help to organize investment banking CRM systems and coordinate marketing campaigns
- Develop working knowledge of key financial data bases and systems such as Capital IQ, Pitchbook, and DealCloud
- Act within professional, ethical, legal, and risk boundaries and guidelines
- Research legal questions
- Assist in reviewing, analyzing and drafting customer and third-party agreements
- Help assess subpoenas, levies and other legal process
- Contribute to projects involving legal strategy and the department’s operations, including responsible use of AI, outside-counsel onboarding and improved workflows.
- Assist in reviewing, updating, and standardizing internal procedure documents and job aids.
- Track project deliverables, milestones, and timelines in project logs or tracking tools.
- Assist with creating project status updates, dashboards, or summaries for leadership review.
- Prepare meeting agendas, capture notes, and follow up on assigned action items.
- Support cross-functional coordination by gathering input from multiple departments.
- Assist with building simple reports, charts, or presentations to communicate findings.
- Support the implementation of corrective process actions and process refinements.
- Learn the who, what, where, when and why of Financial Planning
- Examine the inputs and outputs for a Financial Plan
- Work on preparing a Cash Flow Analysis
- Design and execute a personal finance project relevant to college students and new grads.
- Participate in weekly Financial Planning Team meetings and monthly Financial Planning Lunch meetings
- Learn the role of the Client Service Officer and how the CSO partners with Relationship Managers, Portfolio Managers, Investment Analysts, Financial Planners, and other internal teams to support clients.
- Observing the client service model, including the workflow for new account opening, account maintenance, money movement, client inquiries, and ongoing relationship support.
- Assisting with the organization and maintenance of client and account documentation, under the direction of the Client Service team.
- Assisting with client service projects, process documentation, and efforts to improve consistency, efficiency, and the overall client experience.
- Participating in Client Service team meetings and other relevant Wealth team meetings to gain exposure to how teams collaborate to serve clients.
- Assisting with the organization of client files.
- Learning how the team uses key systems and tools, including the CRM, custodial platforms, portfolio reporting tools, and internal workflow resources.
- Researching assigned operational or client-service topics and presenting findings or recommendations to the team.
Skills
- Automation
- Reporting
- Process Improvement
- Data Analysis
- Data Validation
- Quality Control
- Process Documentation
- Standard Operating Procedures
- Technology Initiatives
- Collateral Tracking
- Portfolio Management
- Commercial Real Estate Lending
- Credit Analysis
- Underwriting
- Financial Modeling
- Valuation
- M&A
- Private Capital Raising
- Corporate Finance
- Legal Research
- Contract Review
- AI
- Project Management
- Operational Analysis
- Financial Planning
- Client Service
- CRM Systems
- Capital IQ
- Pitchbook
- DealCloud
Location
- Bedminster, NJ
- Melville, NY
- New York City, NY
Work Type
- Internship
- Summer Analyst
Experience Level
- Intern
- Summer Analyst
Salary/Compensations
- $20/hour
About the Company
- Our Commercial Real Estate (CRE) team specializes in CRE lending, providing customized solutions for each client, focusing on helping them achieve their goals.
- We provide solutions specifically designed to fit the client's needs, not ours!
- We strive to build long term relationships and help clients build their financial legacy.
- Commercial banking is divided into two sub-sectors, commercial real estate lending, which involves financing the acquisitions of properties, and commercial and industrial/community banking loans, which help companies get started, expand, and buy equipment.
- Peapack Private Credit Risk Management (CRM) is responsible for lending production, underwriting, and closing of investment grade loans and the credit administration of these loan assets thereafter.
- Loan assets represent an important revenue stream for Peapack Private.
- Enterprise risk management (ERM) is the Bank’s enterprise risk competence—the ability to understand, control, and articulate the nature and level of risks taken in pursuit of business strategies—coupled with accountability for risks taken and activities engaged in.
- Enterprise Risk Management (ERM) is defined as an organization’s ability to understand, control, and articulate the nature and level of risks taken in pursuit of business strategies, coupled with accountability for risks taken and activities engaged in.
- One of the main benefits of ERM is an enhanced perspective and focus on risk management across the institution.
- Various consumer protection, fair lending, fair housing, and community reinvestment laws apply to financial institutions’ interactions with customers and communities.
- The Regulatory Compliance Department is responsible for overseeing the Bank’s compliance with all applicable laws and regulations established by Congress and the federal and state regulatory agencies, including the Bank Secrecy Act and Anti-Money Laundering (AML) Regulations, Office of Foreign Asset Control (OFAC), and Community Reinvestment Act (CRA).
- Information Technology is a critical part of bank operations across all business lines.
- IT deploys, manages, and supports the bank’s technology solutions.
- The Corporate Advisory Summer Analyst supports the Corporate Advisory Group within the Investment Banking Division of Peapack-Gladstone Bank.
- The Corporate Advisory Group supports middle market clients (revenues between $10 million - $500 million) with M&A, private capital raising, and general corporate finance projects.
- The summer analyst will have significant client contact and transaction involvement.
- Working with the bank’s attorneys, the summer intern will research legal questions; assist in reviewing, analyzing and drafting customer and third-party agreements; and help assess subpoenas, levies and other legal process.
- The role offers a substantive, supervised experience in how in-house counsel advises a bank and supports its business.
- Our Wealth Management division includes investment management services, financial planning, tax preparation and advisory services.