Jobs
>
New York City

    Sustainable Corporate Clients Associate - New York, United States - BBVA

    Default job background
    Accounting / Finance
    Description

    Summary of Responsibilities:

    A Corporate Banking Associate is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Associate's primary responsibility is to support Corporate Clients - US Sustainable Banking Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to corporate clients within a defined set of core industries.

    The Associate will coordinate closely with Relationship Managers in the United States and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams.

    Major/Essential Job Duties:

    Marketing and Deal Execution

    Identify and understand client needs, promptly responding to all client requests.

    Coordinate transaction closings, including management of all documentation and follow-up.

    Prepare for client meetings, including presentation materials, background information and call plans.

    Research and evaluate potential new client relationships.

    Risk/reward Analysis and Decisions

    Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc.

    Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America.

    Participate in Credit Committees jointly with Relationship Managers.

    Internal Coordination and Problem Solving

    Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc.

    Coordinate internal procedures with the Credit, Operational and Legal departments.

    Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development.

    Information Management and Reporting

    Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts.

    Ensure integrity of domestic/global profitability information gathering for internal team reporting.

    Maintain the Customer Relationship Management system for pipeline and profitability reporting.

    Level of Complexity and Risk Involved:

    The Associate position requires a high level of involvement and responsibility. Associates are responsible for substantial amount of in-depth analysis and research and play a crucial role on deal execution and interaction with clients.

    For each client in the portfolio, the Associate plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank.

    Scope of Duties:

    Associates play a critical and indispensable role as members of the Corporate Banking team. Associates support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Associates are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables.

    Additional expectations within the scope of the associate role:

    • to interact and communicate effectible with internal and external clients.
    • knowledge of finance and accounting.
    • to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail).
    • interaction with the various product groups and colleagues.
    • to work under pressure.
    • solid knowledge of corporate banking products and services.
    • work ethic and high degree of proactiveness.

    Skills, knowledge, and abilities/Competencies:

    Technical Skills:

    Bachelor's degree with 5 years minimum of work experience; MBA preferred

    Fluency in English and Spanish is a plus

    Strong analytical and financial modeling skills

    Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus

    Understanding of international economics and markets

    Credit Training a plus

    Performance Skills:

    Excellent communication skills; ability to coordinate with people across different departments and regions (Clients, Product Specialists, Credit team, Corporate Banking, and local relationship managers)

    Ability to work under pressure

    Strong attention to detail

    Strong interpersonal and teamwork skills

    Management Responsibilities:

    Associates work with and report to various senior bankers. Each associate is responsible for a set number of client accounts within various industry sector(s).

    Associates are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    With respect to this position in our New York Office, the expected base salary ranges from $115,000 to $135,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

    *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions


  • New York Community Bank

    Client Associate

    4 days ago


    New York Community Bank New York, United States Full time

    Job Summary · The Client Associate provides personalized banking services to financial institution clients by performing the following duties.Pay Range: $ $ $44.87Job Responsibilities: · DUTIES: · Prepares and compiles new client applications and information to open new accounts ...

  • Merit Personnel & Consulting

    Client Associate

    1 week ago


    Merit Personnel & Consulting New York, United States

    Client Associate K)- NYC or Chicago, IL · Title: · "Client Associate" · Location: New York, NY or Chicago, IL (On-Site) · Overview: · The Client Associate will work alongside senior Client Advisors covering institutional clients and prospects (e.g. corporate pensions, public p ...

  • Rockefeller Financial

    Client Associate

    1 week ago


    Rockefeller Financial New York, United States

    About Rockefeller Capital Management: · Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ult ...

  • Merit Personnel & Consulting

    Client Associate

    1 week ago


    Merit Personnel & Consulting New York, United States

    Client Associate K)- NYC or Chicago, IL · Title: · Client Associate · Location: New York, NY or Chicago, IL (On-Site) · Overview: · The Client Associate will work alongside senior Client Advisors covering institutional clients and prospects (e.g. corporate pensions, public p ...

  • Neuberger Berman Group LLC

    Client Associate

    3 days ago


    Neuberger Berman Group LLC New York, United States

    Summary: · The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The candidate will enhance the client experience by assisting with the service, maintenance and growth of the team's high net ...

  • Neuberger Berman

    Client Associate

    3 days ago


    Neuberger Berman New York, United States

    Responsibilities: · * Serve as the client's main point of contact for inquiries regarding account information, online access, documentation and reporting · * Handle the daily review and maintenance of client accounts, including any administrative changes or cash/security movement ...

  • UBS

    Client Associate

    4 days ago


    UBS New York, United States

    United States - New York Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Management and Business Support, Operations Global Wealth Management Job Reference 293845BR City New York Job Type Full T ...


  • GroupM New York, United States

    Description · Position at Wavemaker Overview: Associate will be the day-to-day contact, responsible for assisting Client Finance with the daily tasks required to meet the financial needs for a portfolio of clients in a fast-paced, high-volume environment. The Associate will in ...


  • KDS Strategic Search Group New York, United States

    Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team. · In this position, you will work in one of the best-known glob ...


  • Flagstar Bank New York, United States Full time

    Position Title · Senior Client Associate - Officer Location · NY / 1400 Broadway Floor 24 Job Summary · The Senior Client Assoicate provides personalized banking services to financial institution customers.Pay Range: $ $ $55.13 Job Responsibilities: · DUTIES: · Analyzes c ...


  • Phaxis New York, United States

    Our client, a long standing broker dealer, is seeking a Client Service Associate to add to their growing team. · This role is onsite in Downtown Manhattan. · Key Responsibilities: · Identify and own the client onboarding process, ensuring a smooth and efficient transition for new ...


  • S&P Global New York, United States Full time

    About the Role · : Associate, Client Support (Real Estate Industry) The Real Estate Client Operations Associate understands the daily workflow of clients and helps utilize our products more effectively and efficiently. You will directly contribute to the department's goals of im ...


  • Flagstar Bank New York, United States Full time

    Position Title · Senior Client Associate - Officer Location · NY / 1400 Broadway Floor 25 Job Summary · Provides personalized banking services to financial institution customers.Pay Range: $ $ $55.13 Job Responsibilities: · Analyzes client issues and researches to respond ...

  • Fleur du Mal

    Client Care Associate

    2 weeks ago


    Fleur du Mal New York, United States

    Fleur du Mal is a luxury lingerie, swim and ready-to-wear brand founded in 2012 by Jennifer Zuccarini. The collection is distributed online at , at Fleur du Mal boutiques and with top department stores and specialty retailers around the world. · The Client Care Associate will sup ...


  • Masis Staffing Solutions New Jersey, United States

    The Client Service Specialist will join the wealth management and financial planning team. The primary focus of this role is to handle various administrative tasks related to client onboarding, ensuring smooth processes and efficient client service. The ideal candidate will be de ...


  • Blue Owl New York, United States

    Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.With over $174 billion in assets under management as of March 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent c ...


  • Blue Owl New York, United States

    Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. · With over $174 billion in assets under management as of March 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permane ...


  • Oppenheimer & Co. New York, United States

    Who We Are: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities ...


  • Morgan Stanley New York, United States

    POSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...


  • Phaxis New York, United States

    Our client, a long standing broker dealer, is seeking a Client Service Associate to add to their growing team. · This role is onsite in Downtown Manhattan. · Key Responsibilities: · Identify and own the client onboarding process, ensuring a smooth and efficient transition for ...