Corporate Banking Associate I

Truist Bank • New York, NY

5d

About The Position

The Corporate Banking Associate I provides client coverage banking services to corporate clients, including corporate finance, capital markets, and treasury and payment solutions. The role serves mid- to large-cap private and public companies designated by industry vertical, with a focus on maximizing client engagement and delivering Truist’s full suite of products and capabilities. The position also includes internal client management duties assigned by the manager and team.

The role advises, manages, and underwrites initial public offerings, follow-on offerings, equity-linked offerings, at-the-market offerings, private placements, and share repurchases. The team is organized in sector-aligned pods led by managing directors or directors and supported by vice presidents, associates, and analysts. The business has an annual revenue expectation of $75 million to $100 million.

The associate supports business development, due diligence, and transaction execution; completes tasks assigned and managed by senior staff; prepares internal and external documents and marketing materials; executes transactions; and works with clients and other transaction participants. The associate may also coach and mentor analysts or interns and build cross-functional relationships within Corporate and Investment Banking (CIB).

Requirements

• BA/BS degree.
• Series 7 or 79 license and Series 63 license.
• 4 years of related work experience.
• Strong knowledge of investment banking, markets, industry sectors, and/or financial products.
• Mastery of financial and accounting concepts to create or review in-depth financial models involved in transactions.
• Strong organizational and leadership skills.
• Advanced written and oral communication skills and interpersonal relationship management skills.
• Solid analytical and sales skills.

Nice To Haves

• MBA degree with a Finance focus.
• 6 years of related work-related experience.

Responsibilities

• Support new business development, due diligence, and transaction execution.
• Under limited supervision, perform tasks assigned and managed by senior staff.
• Draft internal and external documents and marketing materials.
• Execute transactions and work day-to-day with clients, attorneys, investors, interested parties, and senior professionals.
• Provide client coverage banking services, including corporate finance, capital markets, and treasury and payment solutions.
• Advise, manage, and underwrite initial public offerings, follow-on offerings, equity-linked offerings, at-the-market offerings, private placements, and share repurchases.
• Perform additional internal client management duties as specified by the manager and team.
• May coach and mentor analysts or interns.
• Build cross-functional relationships within CIB.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level