Jobs at Live Oak Bank

Supports wealth advisors and client relationship managers with account requests, scheduling, reports, investment and wealth planning analysis, client presentations, business development materials, and financial plan preparation. The intern researches investment information, helps create portfolio and balance-sheet plans, assists with newsletters, and presents financial plan findings to the relationship management team.

Build forecasts, financial models, dashboards, datasets, and automated reporting workflows for Deposits and Treasury Management. Analyze market conditions, deposit pricing, portfolio performance, funding, liquidity, and costs. Use Databricks, SQL, Python, Excel, BI tools, and AI tools to modernize processes and deliver executive- and board-ready insights. Partner with Treasury, Finance, Marketing, Embedded Banking, and Merchant Services while maintaining regulatory awareness.