Client Coverage Senior Analyst
Core
Support Relationship Managers in developing, marketing, and delivering corporate banking products and services to clients across industries, with a focus on transaction execution and deal support.
Role type
Senior IC corporate banking analyst
Builds
Corporate lending facilities, transaction documentation, and client proposals for US and Latin American markets
Domain
Corporate Banking / Financial Services
Deliverable
client delivery
Required skills
financial modeling, credit analysis, transaction execution, industry research, presentation preparation, data analysis
Preferred skills
MBA, credit training, knowledge of Spanish language
Technologies
Excel, PowerPoint, Bloomberg, Reuters
Responsibilities
Identify and understand client needs; coordinate transaction closings and documentation; prepare client meeting materials and presentations; analyze global relationships and gather credit/revenue data; participate in Credit Committees; conduct joint planning with product teams; maintain CRM systems for pipeline reporting.
Seniority
Mid-level, hands-on IC