
Relationship Partner
1 week ago
Overview
Should you be interested in developing your skills within a fast-paced environment, with exposure to numerous stakeholders and regulatory documentation, then this role is for you.
As a Relationship Partner - Associate within Investment and Corporate Banking Deal Services, you will collaborate with industry, product, and country teams to support the origination and execution of client transactions across debt, equity, and mergers and acquisitions. In this role, you will take the lead in managing client activities and milestones throughout the deal lifecycle.
Responsibilities
Builds and maintains strong relationships with deal teams, supporting the origination and execution phases of transactions for a portfolio of clients across various sectors and cross-border
Ensures timely completion of client activities and transaction milestones (e.g., client media coverage, ESG/sustainability related assessment, sanctions due diligence, deal announcements, and closure)
Joins due diligence calls with deal teams to identify and coordinate necessary follow-up actions
Manages and monitors deal pipeline
Collaborates with compliance, legal, credit, research, finance and business management, and other teams on clients and transactions
Attends meetings and provide end-to-end oversight of the underwriting committee approval process
Partners with the Know Your Customer team to facilitate advisory for new and existing business, ensuring the timely and accurate completion
Identifies and implements opportunities to streamline processes, alleviating administrative workloads and improving efficiency
Keeps a close eye on deal controls, ensuring that all milestones are achieved on time and that any issues are promptly addressed
Required qualifications, capabilities, and skills
Previous experience and sound knowledge of investment banking products such as Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), Leveraged Finance (LF), Debt Capital Markets (DCM), or Loans
Excellent relationship management skills and comfortable interacting with clients, C-Suite, and senior executives, on a regular basis
Highly self-driven with the ability to work independently and take full ownership
Flexibility to juggle multiple tasks and adapt to changing priorities in a fast-paced environment
Strong decision-making skills, with the ability to identify problems and drive effective resolutions
A proactive mindset with a track record of delivering dependable, timely, and accurate partnership to deal teams and clients
Preferred qualifications, capabilities, and skills
A background in relationship management, sales, or deal execution services is advantageous
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