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Regular or Temporary:
English (Required)
1st shift (United States of America)Provide support to and strengthen the effectiveness of leaders and teams to which associate is primarily aligned. Responsible for providing industry related research and analysis, development of marketing material, and management of sales pipeline. Associate will support the ongoing servicing of Relationship Managers RMs) and/or clients, including direct client contact with limited supervision.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Develop pitch materials including industry specific and general economic information
Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls
Generate customized industry-specific content for internal and external purposes
Take ownership of basic client follow up activities as appropriate
Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy
Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation, and a growing level of comfort with client interaction
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s degree
Three years of related financial services work experience
Strong analytical skills and attention to detail
Strong written and verbal communication skills
Solid leadership and interpersonal skills
High level of adaptability and flexibility with strong organizational and time management skills
Advanced proficiency in Microsoft Excel and PowerPoint
Preferred Qualifications:
Minimum GPA: 3.0
Demonstrated work experience in finance or related field
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