CCBSI Business Management Associate, Business Management – Chicago or Houston
The Corporate Client Banking & Specialized Industries group focuses on U.S. and Canadian companies typically with revenues of over $500mm which require traditional banking services in addition to investment banking products. The group partners with investment bankers, credit and other product partners to offer customized and complex financing solutions to our clients.
The CCBSI Business Management team is responsible for the organization, delivery, and execution of both strategic and tactical initiatives to support the business. The team partners closely with the CCBSI regional and industry groups, CCBSI senior management, and key product and functional partners through various initiatives.
The Business Management Associate will play a key role in CCBSI’s growth agenda by leading region/industry projects and initiatives as well as managing certain on-going business needs to help Region and/or Industry Group Heads drive business results. The role offers a high level of visibility in CCBSI and Commercial Banking business strategy.
•Support and partner with Group Heads via tactical and strategic assistance to help drive their business
•Support Group Head and Bankers with key business management functions including project management, analysis of sales/management reporting and ad-hoc requests
•Support the Business Management team to develop, implement and execute key reporting to be leveraged by all levels within CCBSI, as well as senior management in CB and senior partners across the firm
•Oversee and maintain the groups portfolio to ensure timely initiation of data quality requests and client and prospect transfers
•Act as a local extension between Business Management and business group by working on joint projects and managing communication between teams
•Proactively provide support to Bankers as it pertains to Dashboard and reporting questions including researching issues
•Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions
•Prepare presentation materials to be shared with management, business groups and other relevant stakeholders
Key Skills Required:
•Execution and project management skills – Well-developed organizational skills to manage multiple projects and priorities. Able to quickly and effectively respond to rapidly changing business needs and urgent requests. Scope projects and create workable project plans. Must be self-directed with the ability to explore innovative ways to perform tasks in an efficient and timely manner. Must be proactive, detail and results-oriented, and willing to drive change. Strong organizational, time management and follow-up skills; flexibility, ability to prioritize requests and multi-task
•Communications skills – Must possess strong verbal and written communications skills, including the ability to synthesize "the story" for executive-level audiences and adjust messages and style based on different audiences and agendas
•Problem solving skills – Strong problem solving and analytical capabilities coupled with the ability to identify issues, gather and manipulate data, obtain consensus and implement change. Able to outline work process in a thoughtful and detailed manner. Intellectually curious with a genuine interest in knowledge gathering and problem solving
•Technical and analytical skills – Able to produce accurate, error-free analysis and reporting. Understand business drivers and ensure that the groups’ analyses are sound. Capable of synthesizing large amounts of data in Excel and from internal systems to develop strategic conclusions
•Leadership and interpersonal skills – Strong professional presence with the ability to interact and influence colleagues at all levels in the business. Able to collaborate with peer team members across business and staff areas at all levels, and achieve goals without direct control over all resources. Proactively seeks guidance, clarification and feedback from others.
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