Commercial Associate - Transformative Technology
Core
Deliver analytical research and data-driven insights to support commercial banking client and prospect needs with banking and product partners.
Role type
Associate commercial banker (middle market)
Builds
Integrated working capital management, treasury solutions, and underwriting/advisory services for Technology companies
Domain
Commercial Banking / Technology
Required skills
Financial analysis, Financial modeling, Market analysis, Data visualization, Pitchbook creation, Client relationship support, Transaction coordination, Corporate financial statement interpretation
Preferred skills
Financial services internship, Entry-level banking experience
Technologies
Microsoft Office (Excel, PowerPoint, Word, Outlook)
Responsibilities
Support analysis of market and industry data for client meetings and pitch books; Collaborate with Relationship Managers to prepare client presentations; Observe 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; Facilitate client relationships with Product Specialists to design financial solutions
Seniority
Associate, foundational skills development