The Global Corporate Finance & Business Management team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. The team partners with management to drive business strategy through projects, analyses and leads ad hoc special projects as well as compliance support. Business Management needs highly-motivated creative thinkers who can leverage their analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems.

As an Associate Business Manager within the Financial Institutions Group, you will provide comprehensive business management support to the Global Heads of the Financial Institutions Group (FIG) and the Senior Business Manager with the FIG Banking team. As a trusted advisor, you will guide the business in strategy, controls, people, and financial performance. You will serve a key contact for front office and support functions to identify and achieve business objectives, drive communication of strategy and performance, and provide strategic analysis and reporting. You will collaborate with Investment Bank Coverage, Product Business management teams, and other lines of business to develop synergies and build effective relationships with Finance & Business Management colleagues.

Job responsibilities

Prepare quarterly business reviews, weekly FIG P&L and wallet reporting, sector analysis, client executive client reviews, offsites/all-hands, team expense reporting, and team meeting agendas. Analyze industry stats and data for industry trends, competition and areas of opportunity. Identify areas of focus relative to our competition and overall market opportunities Coordinate and drive all financial management including: annual budgets, quarterly/monthly forecasts, revenue reconciliation, pipeline oversight and projections, expense management (e.g. approval, escalations, budgeting) Manage the people agenda including: headcount planning, evaluation processes, intensity and productivity reporting, group meetings and communications, resource manager partnership on A&A initiatives and hiring Drive best practices and help ensure adherence to firm policies. Coordinate with relevant partners to ensure proper communication, execution, escalation, and follow-up Assist with ongoing client management and onboarding including:  account planning, account coverage reviews, coordination with groups such as Deal Services, Global Corporate Bank and Commercial Bank  Assist with/enforce Compliance and Controls agenda – policy communication, rules adherence, FINRA registration and training follow-up, annual compliance updates and general queries Coordinate with Business Support Management on the delivery of all administrative assistant, technology, real estate, operational and other services to the banking teams

Required qualifications, capabilities and skills

Bachelor’s degree in Business, Finance, Economics, or other related area. Strong in Excel (able to distill large datasets into compact messages) and PowerPoint (skilled with visually presenting those messages) Strong analytical, organizational and prioritization skills. Self-starter with a desire to understand both the big picture and the details. Driven to identify opportunities for efficiency and structure. Strong work ethic but works smart Welcomes the challenge of wearing multiple hats in supporting the business. Thrives in a multi-disciplinary, time-pressured environment and matrix organization Strong executive-level communication skills. Able to flex style to various audiences. Communicates in a knowledgeable and clear manner. Produces crisp written communications and knows how to frame messages for different audiences Strong relationship building skills. Attentive listener who synthesizes various points of view. Demonstrated ability to drive results across multiple stakeholders Experience delivering timely, high-quality presentations and reporting. Attentive to detail coupled with continuous focus on consumption-friendly design

Preferred qualifications, capabilities and skills

2+ years of experience in Business Management or on a CFO/COO team  Experience with dashboards (designing, using, enhancing)  Comfortable with making independent decisions with professional maturity and personal integrity Intuitive thinker focused on asking the right questions to innovate and improve the status quo