Capital Markets Business Management Associate

Citizens•Boston, MA

4d•$95,000 - $136,000

About The Position

The Capital Markets Business Management Associate serves as a strategic partner to the Capital Markets & Advisory – Markets COO, supporting business management, strategic initiatives, governance, organizational effectiveness, cross-functional projects, and junior talent development across Debt Capital Markets, Leveraged Finance, and Structured Products. The role operates between business leadership, product expertise, technology, and development, serving as a liaison among the COO organization, debt products leadership, analysts and associates, and development partners. The position requires knowledge of debt products, banker workflows, and talent development practices. The successful candidate is organized, analytically driven, comfortable managing competing priorities in a fast-paced environment, and able to partner with senior leaders as a trusted advisor and execution partner. The role supports strategic business management, executive reporting and analytics, process improvement, governance and risk coordination, analyst and associate development, and stakeholder relationships. Responsibilities include coordinating initiatives and governance activities; developing dashboards, reporting, and executive materials; improving workflows and supporting technology adoption; tracking control-related actions and deadlines; designing and enhancing development programs; and promoting alignment across functions. The annual salary range is $95,000–$136,000, with an opportunity to earn an annual discretionary bonus. Actual pay may depend on factors including budget, work location, and relevant skills and experience. Citizens offers competitive pay, medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and paid time off. Employment offers are conditioned on successfully passing a background check.

Requirements

Bachelor's degree in Finance, Business, Economics, or a related field.
At least 3 years of experience within Capital Markets, Investment Banking, Corporate Banking, or a related financial services business.
Demonstrated knowledge of Debt Capital Markets products and processes.
Strong analytical, project management, and organizational skills.
Advanced proficiency in PowerPoint and Excel, including dashboard development and executive reporting.
Exceptional written and verbal communication skills and ability to interact effectively across all levels of the organization.
Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

Act as a liaison between the COO function, debt products leadership, and development teams to coordinate product-specific strategic initiatives and business priorities.
Support debt-specific business management activities, including planning, governance, policy, communication, and project coordination.
Drive special projects focused on organizational effectiveness, process improvement, technology adoption, and business transformation.
Maintain awareness of market developments, product trends, policy changes, and competitive dynamics affecting the Debt Capital Markets business.
Develop and maintain dashboards and management reporting on business performance, talent metrics, pipeline activity, productivity, and strategic initiatives.
Partner with technology and data teams to improve reporting capabilities and data governance.
Prepare recurring business reviews, management materials, presentations, and briefing materials for executive leadership, risk committees, and the Board of Directors.
Translate complex business, financial, and organizational data into concise executive-level messaging.
Support strategic narratives, business updates, and operating reviews, and ensure consistent, high-quality presentation standards in leadership communications.
Identify opportunities to streamline workflows and improve organizational effectiveness.
Develop reporting templates, process documentation, and operating playbooks.
Support technology initiatives and automation opportunities.
Partner with finance, operations, technology, legal, compliance, and risk teams on business improvement efforts.
Coordinate policies, procedures, approvals, audits, attestations, and governance documentation.
Track action items arising from risk, compliance, credit, legal, and control forums; assist with regulatory and audit requests; and support committee administration and governance materials.
Monitor deadlines and ensure required control activities are completed.
Coordinate and advocate for analyst and associate development across Debt Capital Markets and Leveraged Finance.
Design, implement, and enhance onboarding programs, training curricula, mentorship initiatives, and development experiences.
Establish metrics and reporting to track development progress, training participation, and talent outcomes.
Partner with staffers, managers, business leaders, and development partners to identify skill gaps, skill-enhancement opportunities, and career progression.
Monitor employee engagement and culture initiatives and help foster a collaborative, high-performance environment.
Build relationships with bankers, product specialists, development resources, Human Resources partners, and senior management.
Serve as a trusted advisor and coordination point for development, reporting, and strategic business initiatives.
Promote cross-functional alignment to support successful execution of business objectives.