CareerPlan

Banking Support Analyst - Team Lead

New York, NY, USFull-time$140k–$170k2026-10-01 → 2026-11-09
On-site · United States

Core

VP-level Team Lead driving operational excellence for a new Banking Support Group handling deal lifecycle support from origination to closing for Investment Banking and Real Assets teams.

Role type

VP-level Team Lead, Banking Operations

Builds

Operational support for deal lifecycle, pipeline management, and portfolio transfer for Front Office teams

Domain

Investment Banking / Real Assets / Wholesale Banking

Required skills

Team leadership, workload distribution, stakeholder escalation management, deal pipeline management, data integrity maintenance, credit memo preparation, deal booking coordination, portfolio transfer coordination, MS Excel, PowerPoint, CRM systems, Business Intelligence tools

Preferred skills

None stated

Technologies

Singular, Nat1, Salesforce, Power BI, BREF, Credit Portal

Responsibilities

Drive cross-functional monitoring of team activities and performance; Facilitate deal pipeline management and data integrity in internal systems; Coordinate deal booking, closing, and portfolio transfer processes; Prepare Business Committee materials and credit risk assessments; Manage stakeholder escalations and communication

Seniority

VP-level, hands-on Team Lead