About The Position

The Business Management Associate will join the Global Finance & Business Management team supporting the Strategic Investors Group (SIG), which covers financial sponsors, infrastructure investors and family offices within Global Investment Banking. The role supports SIG’s global business management team and senior leadership in evaluating performance, advancing business priorities and improving day-to-day execution. It requires analytical judgment, commercial curiosity and ownership of deliverables, including investigating business drivers, translating findings into clear insights, and delivering accurate, timely materials in a fast-paced banking environment.

Requirements

  • At least three years of relevant experience in business management, finance, investment banking, capital markets, strategy or consulting.
  • Familiarity with investment banking or capital markets businesses and products, and with the pace and demands of a banking environment.
  • Advanced analytical skills, including the ability to interrogate financial data and analytical outputs, challenge assumptions, investigate anomalies and draw commercially relevant conclusions.
  • Intellectual curiosity and a proactive approach to understanding the business, asking thoughtful questions and solving problems.
  • Demonstrated ownership and attention to detail, with the ability to work independently, prioritize effectively and deliver accurate work within tight deadlines.
  • Clear written and verbal communication, including the ability to distill complex information into concise insights for senior audiences.
  • Advanced Excel and PowerPoint skills, with experience analyzing large datasets and preparing management presentations.
  • A collaborative approach and the ability to build effective relationships across teams and levels of seniority.
  • Authorization to work in the United States; employment-based immigration sponsorship and other immigration sponsorship or benefit assistance are not provided.

Nice To Haves

  • Experience using Dealogic or comparable platforms for transaction, market share and competitor analysis.
  • Familiarity with financial sponsors, infrastructure investors or family office coverage.
  • Experience with Business Objects, data visualization or workflow automation tools.

Responsibilities

  • Analyze revenue, deal pipelines, market share and client performance to identify trends, explain variances and highlight business opportunities.
  • Own recurring reporting and assigned analyses, reconcile data across sources, investigate discrepancies and ensure accuracy before distribution.
  • Prepare concise presentations and commentary for senior management, business reviews and strategic discussions.
  • Support client coverage and account planning through analysis of relationships, transaction activity and revenue opportunities across regions and products.
  • Advance business priorities and operational initiatives by working with bankers and partners across Finance, Technology, Risk and other functions to resolve issues and deliver agreed outcomes.
  • Improve reporting, data quality and processes through standardization, stronger controls and automation.
  • Manage competing deadlines and time-sensitive requests, communicate progress and escalate issues early.

Benefits

  • Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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