Market Research Associate, North American Banks (BRM) - New York

Fitch GroupNew York, NY
7d$70,000 - $80,000

About The Position

North American Banks Business Relationship Management (BRM) team is currently seeking a Market Research Associate based out of our New York office. This exciting marketing and relationship management support role will report to a Senior Director on the Banks team with the primary objective of originating new ratings mandates but also managing and optimizing key existing relationships in this dynamic sector. Fitch’s Bank coverage has grown in recent years and the candidate will be responsible for several tasks critical to managing a large portfolio and deal pipeline. Exceptional data management skills are essential to succeed in this role, as you will have direct responsibility for tracking, organizing, and maintaining accurate records for a high volume of transactions. This will include direct responsibility for tasks related to data management involving commercial agreements, invoicing and revenue reporting. You will play a key role in ensuring deals are invoiced accurately and on time, with direct accountability to senior management. You will support marketing outreach activities undertaken by the Banks BRM team, conduct market research, and identify new business opportunities in the North American Banks sector. If you are detail-oriented and thrive in a fast-paced environment, this role offers the opportunity to develop market-facing skills and grow your career in relationship management.

Requirements

  • A relevant university degree, preferably in business, finance, economics, or data analytics.
  • Excellent Excel/data analytic skills (lookups, index, pivot tables, macros, formulas, shortcuts, etc.).
  • Strong PowerPoint presentation skills.
  • Excellent communication skills in English; other languages are an advantage.
  • Aptitude to learn new data systems and incorporate them into research

Nice To Haves

  • Attention to detail.
  • Integrity, curiosity, willingness to learn, and a positive attitude.
  • Self-starter with strong time management and first-class organizational and delivery skills.
  • Ability to multi-task, adapt, and respond to changing priorities.
  • Great interpersonal/communication skills.
  • Team oriented, with the ability to confidently establish relationships internally and externally within an international business environment.
  • Prior knowledge of CRM systems.
  • Debt Capital Markets experience/financial markets knowledge advantageous.

Responsibilities

  • Track, organize, and maintain a comprehensive and accurate database of current and prospective banks and transactions, ensuring all records are up to date and easily accessible.
  • Keep track of data related to current and prospective deals, coordinating closely with Fitch’s finance team to ensure proper and timely invoicing. Prepare summaries related to business growth, revenue growth, and prospective deals for senior management.
  • Coordinate with Fitch’s finance team to process associated billing and ensure proper revenue management. This area is critical and will have high visibility directly from senior management.
  • Manage and organize data within MS Excel and other tools/dashboards to ensure accuracy and consistency. Assist in creating and maintaining templates for recurring reports to senior management.
  • Research and id entify new business opportunities in the North American Banks sector. Monitor competitor rating actions, M&A activity, and debt issuance activity.
  • Prepare commercial agreement documents, proactively monitor deal status and follow up with internal and external stakeholders to move opportunities forward.
  • Schedule and attend client meetings, taking detailed notes and maintaining data in internal systems at the direction of senior BRMs.
  • Identify process improvements and automation opportunities to enhance the efficiency of data and revenue management.

Benefits

  • The opportunity to participate and further grow into market facing activities, joining the senior team in frequent interaction with banks, rating advisors/bankers, and investors,
  • Direct involvement in revenue-critical functions for a team with high visibility from senior management.
  • Opportunity to develop research, marketing, and presentation skills.
  • Early opportunity to develop strategic marketing and client management skills.
  • Unique opportunity to advance within Fitch.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service