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    Associate, Technology Mid-Corporate Banking Relationship Management - San Francisco, United States - Scotiabank

    Scotiabank
    Scotiabank San Francisco, United States

    2 weeks ago

    Default job background
    Description

    What You'll Do

    As an Associate on our team, you will assist Managing Directors, Directors, and Associate Directors with the origination of new clients, the relationship management of bank clients, the delivery of core banking products (i.e., debt financing, treasury management, foreign exchange, etc.), and broader Scotiabank financial services. As a member of one of the Bank's fastest-growing and most dynamic groups, you can expect numerous exciting opportunities to demonstrate growth, initiative, and intellect.

  • Relationship management and cross-collaboration includes: Coordinating with the various product groups and industry teams within GBM Developing and maintaining effective industry relationships with clients
  • Provide day-to-day support, which includes: Execute various corporate finance-related tasks, including financial analysis, building and analyzing advanced financial models, industry research, due diligence, etc. Maintain and design internal materials (Excel, PowerPoint) on corporate finance, strategic investment, and industry-related trends for comparative analysis and presentation Draft and prepare pitch books and marketing materials Prepare internal documents, including deal committee memos and credit memos Analyze, process, and make recommendations regarding credit requests
  • Develop recommendations for the appropriate course of action based on analysis, internal policies/procedures, and the Bank's risk appetite Review loan documentation and update internal systems with pertinent transaction/facility details and conduct regular monitoring of credits/client relationships via annual and quarterly reviews Provide day-to-day account management support for several client relationships Expand on sector/industry and Bank product knowledge to identify trends and cross-selling opportunities within sector Assist with various ad-hoc tasks, including conducting industry reviews, validating/providing internal compliance documentation, updating internal reports for management Develop junior bankers through active engagement in developing their skills (technical, coverage, and other leadership skills) and providing real-time positive and constructive feedback to support their development Actively partner with group leaders and broader team to build team dynamics and engagement across teams Actively contribute to a high-performance and inclusive work environment

    • What You'll Bring:


    • Completed Undergraduate degree in Business, Finance, Accounting, Math, Engineering, Economics, Science or Technology

    • 3-6 years of relevant experience within Middle Market Banking, Corporate Banking or Corporate Finance in an accounting firm is preferred.

    • Master's degree, MBA, CFA, or other relevant professional designation/experience

    • Strong written and verbal communication skills

    • Financial modeling skills and accounting knowledge

    • Superior organizational skills

    • High attention to detail with a sense of urgency appropriate to the situation

    • Strong interest in technology

    • Strong focus and ownership of the overall client experience

    • Strong time management skills and driven to achieve timelines and goals

    • Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities

    Competencies:

    • Strong Relationship builder

    • Critical thinker and problem solver

    • Proactive and self-motivated

    • Accountable

    • Collaborative

    • Proven team player

    Interested?

    At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.

    What's in it for you?

    Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

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