
Associate / AVP, Industrials & TMT
- New York City, NY
- $130,000-155,000 per year
- Training
- Full-time
- Working closely with Relationship Managers covering clients with specific sector needs
- Assisting Relationship Managers in client relationship management, origination and execution across a diverse set of corporate banking product areas
- Helping to generate ideas and cross-selling opportunities for existing and prospective clients
- Developing relationship and transaction marketing materials
- As the individual develops, attending client meetings, bank meetings, and investor days
- Working on the Credit, Capital, Legal, KYC, Cross Border, and documentation aspects of transaction execution. Regarding Capital, take full ownership of transaction ROI modelling
- Liaising with partners in coverage, products, credit, risk and compliance to service day-to-day client needs and ensure adherence to regulatory requirements and internal processes
- Conducting sector research and company-specific earnings analysis
- Track client income and performance for Sr. Management requests
- Participate in bespoke opportunities, including: junior talent recruitment, diversity & inclusion network, responsible & ethical business practices, etc.
- Undergraduate degree with coursework in Finance or Economics preferred
- 2 - 5 years of prior investment/corporate banking/credit experience. Strong internship experience will be valued
- Well-versed with financial modelling and financial analysis
- Solid understanding of banking products, including capital and financial markets, credit, risk management, debt and corporate finance advisory.
- Series 63 and 79 required (within 120 days of being in role)
- Ability to work in an open environment with demonstrated team player attributes
- Strong work ethic, motivation, detail orientated and a passion for excellence
- Ability to excel in both team and self-directed settings
- Effective written and oral communication
- Proficient analytic skills