CareerPlan

Commercial Associate - Global Commercial Bank - Middle Market

Miami, USFull-time2026-10-22 → 2026-11-12
On-site · United States

Core

Junior commercial banking associate supporting client coverage teams with market analysis, financial modeling, and deal execution for middle-market companies.

Role type

Junior IC commercial banking associate

Builds

Client presentations, pitchbooks, and transaction support for middle-market clients

Domain

Financial Services / Commercial Banking

Required skills

Financial analysis, Financial modeling, Market analysis, Data visualization, Microsoft Office proficiency, Corporate financial statement interpretation

Preferred skills

Financial services internship experience, Bachelor's degree in accounting or finance

Technologies

Excel, PowerPoint, Word, Outlook

Responsibilities

Analyze market and industry data to uncover insights for client meetings and pitch books; Collaborate with Relationship Managers to prepare client presentations and support deals; 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; Facilitate client relationships with Product Specialists to design financial solutions

Seniority

Junior, entry-level IC