Investment Banking, Associate, Business Manager
Core
Partner with senior bankers to drive operational, financial, and strategic execution of the Investment Banking platform, focusing on business performance, growth initiatives, and governance.
Role type
Senior IC business manager (investment banking operations)
Builds
Investment Banking platform operations, business cases, KPI frameworks, and management reporting
Domain
Investment Banking / Financial Services
Deliverable
dashboards & analysis
Required skills
Investment banking workflow knowledge, cross-functional project management, financial planning & analysis, KPI development, process improvement, risk & controls awareness, CRM/data integrity management, vendor management
Preferred skills
Front office IB Analyst/Associate experience, MBA or advanced degree, experience with high-growth platforms, advanced Excel modeling, BI tools
Technologies
CRM systems, BI tools, Excel
Responsibilities
Define priorities and track execution against strategic initiatives; develop business cases for new products and headcount; identify process gaps and lead efficiency initiatives; own business performance reporting and insights; coordinate budgeting, forecasting, and headcount planning; create KPI frameworks and dashboards; oversee deal pipeline tracking and data integrity; standardize reporting cadence and templates; partner with Compliance, Legal, and Risk on policies and controls; act as central coordination point for operational issues; drive vendor management and tool optimization.
Seniority
Mid-Senior, hands-on IC
