Commercial Associate - Middle Market (Minneapolis)
Core
Deliver analytical research and data-driven insights to support commercial banking client and prospect needs with banking and product partners.
Role type
Commercial Associate (Middle Market)
Builds
Economic and market insights, industry analysis, pitchbooks, and relationship reviews
Domain
Commercial Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Financial modeling, Critical thinking, Financial statement analysis, Market analysis, Data visualization, Project management
Preferred skills
Commercial credit skills, Business development, Risk management
Technologies
Microsoft Office (Excel, PowerPoint, Word, Outlook)
Responsibilities
Analyze market and industry data to uncover insights for client meetings and pitch books; Collaborate with Market Executives and Relationship Managers to prepare client presentations; Support credit approval and treasury solutions processes; Coordinate clients and partners throughout transactions; Monitor client activities and perform portfolio optimization; Interpret financial and cash flow statements to assess company conditions.
Seniority
Entry-level to Junior (2-3 years experience)