About the role

This individual will work closely with Relationship Managers covering clients with specific sector needs and assist Relationship Managers in client relationship management, origination and execution across a diverse set of corporate banking product areas. This person will also take on a client set for coverage responsibility and client ownership.

 

The opportunity

This position is in the CIC department covering the North American Banks & Specialty Finance sectors and reporting to the Head of Banks and NBFI, North America.  Schedule and time permitting, there will be an option to cover other sectors as the employee grows into the role.

Responsibilities

What you’ll be doing –

• Helping to generate ideas and cross-selling opportunities for existing and prospective clients
• Developing relationship and transaction marketing materials
• 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 strategy papers for new client and new sector expansion opportunities
• 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.

Qualifications

What you’ll bring -

Education and experience required: 

 

• Undergraduate degree with coursework in Finance or Economics preferred
• 4 -6 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)

 

 

Key skills and knowledge required:

• 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 analytical skills

 

Annual Salary Range: $190,000-$230,000

 

Professional Certifications / Licenses Required: Series 63 and 79