Investment Banking Senior Associate

Fifth Third Bank • Charlotte, NC

4d • Onsite

About The Position

Fifth Third Bank is seeking an Investment Banking Senior Associate to provide leadership in pitching and executing CIB transactions. This role involves supporting Managing Directors in the day-to-day management of Associates and Analysts, ensuring appropriate resource allocation and attention to high-priority projects. The Senior Associate will oversee the group's modeling and analytical capabilities, ensuring the creation and delivery of high-quality analysis and materials with limited supervision. They will be the primary contact for creating high-impact pitch materials and managing transaction execution processes. Additionally, the role may involve direct supervision of junior staff, providing performance feedback, developing employees, identifying talent, and recognizing accomplishments.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 7-10 years of total relevant investment banking, capital markets or corporate finance experience, including prior Associate-level responsibilities.
• Proven track record of success in working as a part of a team to originate, and close complex financial transactions.
• Excellent presentation skills, both oral and written.
• Strong relationship building skills.
• Strong Credit Skills.
• The ability to interact effectively with senior executives inside and outside our organization.
• Expertise in one or more industries.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to maintain/obtain within company policy).
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Expertise in reviewing complex financial models and valuation work product; ability to translate analytical and credit findings into actionable recommendations.
• Strong client-facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates.
• Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution.
• Exceptional attention to detail and commitment to quality; sets standards for accuracy, consistency, and presentation.
• Demonstrated ability to develop and mentor junior talent and to foster a collaborative, inclusive team culture.
• Fluency with financial databases and platforms (e.g., Bloomberg, Capital IQ).

Nice To Haves

• MBA or relevant advanced degree/certification (e.g., CFA) strongly preferred but not required.
• Typically from 5-7 years of practical experience or advanced academic exposure across the following areas: Execution Leadership, Client Impact, Commercial Acumen, Team Building, Risk Management.

Responsibilities

• Understand and evaluate complex financial models.
• Perform complex financial analysis.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Work well as part of a team in a high stress environment.
• Develop good working relationships with peers and senior bankers in Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Apply a strong background in credit and corporate finance to CIB transactions.
• Serve as support to senior bankers and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team.
• Interact independently with all important constituencies in the course of executing and closing transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.
• Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Benefits

• Comprehensive benefits and differentiated compensation offerings.
• Eligible to participate in an incentive compensation plan.
• Extensive benefits programs designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

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