As a Senior Business Management Associate within the Finance and Business Management (F&BM) organization, you will be a key partner to the business management team and senior leaders across Global Banking. You will support the Mid-Cap Financial Sponsors Group's strategic business agenda and management reporting. You will leverage your understanding of financial operations to promote strategic dialogue across the organization, inform decision-making, and provide analytical insight and business judgment in support of strategic and tactical initiatives.
Job Responsibilities
- Supports Business Management team, Head of Mid-Cap Financial Sponsors Group, and senior Sponsor coverage bankers on strategic initiatives, prioritization and management of key deliverables, management reporting, and ad-hoc projects
- Leverages operational experience, data, and analytical insights to define overall performance objectives and assist with the development and execution of business and financial plans
- Prepares presentation materials to deliver timely, high-quality, detailed and results-oriented presentations and/or reporting to be shared with management, business groups, and other relevant stakeholders
- Identify areas for continued process improvement and enhance efficiencies by understanding data and reporting infrastructure and end-to-end management reporting processes
- Collaborate across finance and business management (F&BM) and other functional areas across Global Banking on projects to execute strategic initiatives and monitor outcomes
- Communicate, interact with, and influence colleagues at all levels in the business including producing deliverables for senior leaders
- Works closely with the financial planning and analytics function, sales & business enablement, and marketing
Required qualifications, capabilities & skills
- Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form depending on the audience
- Analytics skills, ability to analyze business performance
- Strong attention to detail
- Expertise with Excel and PowerPoint
- Strong project management skills, with demonstrated ability to execute strategic agenda and manage multiple projects and priorities
- Ability to quickly and effectively respond to rapidly changing business needs and urgent requests.
- Strong organizational, time management and follow-up skills; flexibility, ability to prioritize requests and multi-task
Preferred qualifications, capabilities & skills
- 3-5 years of relevant work experience in strategy, financial planning, business management, or sales operations; Financial Services experience is preferred
- BA / BS degree in Business, Finance, Economics, or other related area
- Proficiency in CRM systems