About The Position

This role sits within the Corporate & Investment Banking (CIB) Chief Operating Office and supports product governance, business initiatives, and reporting activities across the organization. The associate will play a key role in maintaining visibility into the product pipeline, supporting governance processes, and delivering insights through reporting and dashboards. This position offers a balanced mix of business exposure and business intelligence, with a focus on data-driven reporting, dashboard development, and stakeholder engagement.

Requirements

  • Bachelor’s degree in Business, Finance, Data Analytics, or a related field.
  • 3-6 years’ experience in one or a combination of the following: project management, business analysis, reporting, operations, or similar roles.
  • Experience with business intelligence and reporting tools (e.g., Excel, Power BI, or similar).
  • Strong Microsoft Office skills, particularly Excel and PowerPoint.
  • Solid understanding of data structures and experience working with databases or large datasets.
  • Ability to analyze data, identify trends, and present insights clearly and concisely.
  • Strong attention to detail and commitment to data accuracy and integrity.
  • Effective organizational and time management skills, with the ability to manage multiple priorities.
  • Strong written and verbal communication skills.
  • Ability to work collaboratively in a cross-functional environment.
  • Interest in learning about CIB products, governance processes, and risk frameworks.

Nice To Haves

  • Exposure to financial services, corporate banking, or investment banking.
  • Familiarity with governance, risk, or control-related processes.
  • Experience building or maintaining dashboards for senior stakeholders.
  • Working knowledge of Spanish desired but not strictly necessary

Responsibilities

  • Support the execution of product governance processes, including intake, due diligence tracking, and ongoing monitoring of new products and business initiatives.
  • Maintain and track the product pipeline, ensuring data accuracy, completeness, and timely updates across systems, databases, and reporting tools.
  • Develop and maintain dashboards, reports, and presentations to provide clear visibility into pipeline status, key metrics, and governance outcomes.
  • Analyze data and trends to generate actionable insights and support management decision-making.
  • Work with structured datasets and internal databases to extract, validate, and organize information for reporting purposes.
  • Partner with stakeholders across business, risk, and operations to gather data requirements and translate them into effective reporting solutions.
  • Prepare materials for management and committee meetings, including presentations and executive summaries.
  • Support adherence to governance standards, policies, and procedures through documentation, data validation, and follow-up activities.
  • Assist in coordinating reviews, approvals, and stakeholder communications for new product and business initiatives.
  • Maintain databases and document repositories for current and historical initiatives, ensuring consistency and usability of data.
  • Identify opportunities to enhance reporting, improve data quality, and streamline processes through better use of business intelligence tools.
  • Support audit, regulatory, and ad hoc requests by compiling accurate and timely information.
  • Provide day-to-day support to the team and act as backup during absences, ensuring continuity of reporting, coordination, and key deliverables.
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