Corporate & Investment Banking Client Coverage Associate
Core
Support Relationship Managers in developing, marketing, and delivering banking products to corporate clients, primarily in Construction and Real Estate.
Role type
Associate in Corporate & Investment Banking
Builds
Transaction execution, proposal preparation, and client relationship management
Domain
Banking, Construction, Real Estate
Required skills
Financial modeling, Credit analysis, Financial statement preparation, Cash flow projection, SWOT analysis, Excel, PowerPoint, International economics knowledge
Preferred skills
Construction/Real Estate sector knowledge, Credit training, Reuters/Bloomberg proficiency, Spanish language
Technologies
Excel, PowerPoint, Reuters, Bloomberg
Responsibilities
Identify and understand client needs, coordinate transaction closings and documentation, prepare client meeting materials and presentations, analyze global relationships and gather credit data, participate in Credit Committees, conduct joint planning with product teams, maintain CRM systems for pipeline reporting
Seniority
Mid-level, hands-on IC