Associate Director, Financial Institutions and Government

Commonwealth Bank•New York, NY
•$185,000 - $217,500•Onsite

About The Position

The Associate Director will join the Financial Institutions Coverage team within Global Client Solutions in IB&M, based in New York. The team manages relationships with banks, central banks, and systemically important government and public-sector institutions. The role supports the development and management of strategic client relationships for the CBA Group, providing tailored banking and financial solutions across the financing spectrum.

Requirements

  • At least 3 years of relevant experience in financial institutions coverage, institutional banking, transaction banking, investment banking, or a related financial services environment.
  • Knowledge of the financial institutions sector, particularly banks, including industry trends, regulatory developments, financial performance drivers, and institutional clients’ strategic priorities.
  • Knowledge of banking products and solutions for financial institution clients, such as transaction banking and payments, liquidity and cash management, global markets, capital and funding solutions, trade finance, and risk management.
  • Ability to build trusted relationships with senior stakeholders and clients, identify opportunities, and coordinate internal product and risk partners.
  • Strong financial, commercial, and credit analysis skills, including assessment of financial performance, credit and risk considerations, transaction structures, and relationship returns.
  • Excellent communication, influencing, and negotiation skills, including the ability to prepare clear, high-quality client and internal materials and work effectively across global, cross-functional teams.
  • Proactive, well-organised approach and ability to manage multiple priorities, exercise sound judgement, and deliver high-quality outcomes in a fast-paced environment.
  • Understanding of regulatory requirements, governance frameworks, KYC and financial crime obligations, and risk management principles relevant to financial institution relationships.

Nice To Haves

  • A diploma or degree in finance, economics, business, or a related discipline; relevant industry experience and demonstrated capability are also valued.

Responsibilities

  • Manage and develop strong client relationships, provide strategic insights, and identify opportunities to deliver tailored banking and financial solutions.
  • Develop account plans and long-term client strategies informed by clients’ businesses, financial performance, strategic priorities, and market dynamics.
  • Originate debt financing, transaction banking, global markets, trade finance, and risk-management opportunities in partnership with product specialists.
  • Lead client pitches and transaction execution, coordinating cross-functional teams including product, credit risk, legal, and compliance.
  • Prepare and oversee client and transaction materials, including business cases and credit submissions, ensuring robust analysis and timely approvals.
  • Promote a strong risk and control environment by ensuring compliance with regulatory requirements, governance standards, and the Bank’s risk appetite.
  • Identify opportunities to improve processes, systems, and data quality, while fostering a collaborative, inclusive, high-performing team culture.
  • Monitor client performance, industry developments, portfolio risks, revenue opportunities, and relationship returns.
  • Maintain an accurate, well-supported client pipeline, with appropriate prioritisation, follow-through, and internal visibility.
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