Join Global Banking Deal Services and support the successful execution of high-impact client transactions. In this role, you will partner with deal teams and key control functions to coordinate critical activities across the deal lifecycle. You will gain exposure to complex workflows, collaborate with stakeholders across regions, and help deliver a strong client experience. We value proactive, organized professionals who thrive in fast-paced environments.
As a Global Banking Deal Services Analyst within Global Banking Deal Services, you build and maintain strong relationships with deal teams, supporting the origination and execution phases of transactions for a portfolio of clients across various sectors in North America and cross-border deals with EMEA & APAC.
Job responsibilities
- Build and maintain strong relationships with deal teams, supporting the origination and execution phases of transactions for a portfolio of clients across various sectors in North America and cross-border deals with EMEA & APAC
- Ensure timely completion of client activities and transaction milestones (e.g., client media coverage, ESG/sustainability related assessment, sanctions due diligence, deal announcements, and closure)
- Join due diligence calls with deal teams to identify and coordinate necessary follow-up actions
- Manage and monitor deal pipeline
- Collaborate with compliance, legal, credit, research, finance and business management, and other teams on clients and transactions
- Attend meetings and provide end-to-end oversight of the underwriting committee approval process
- Partner with our Wholesale KYC Operations team to facilitate advisory for new and existing business, ensuring the timely and accurate completion
- Identify and implement opportunities to streamline processes, alleviating administrative workloads and improving efficiency
- Keep 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
- Comfortable interacting with clients 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
- Manage project fees and expenses process and coordinates with relevant stakeholders, including deal team leaders, syndicate banks, business controls, and business management teams, to ensure oversight and timely completion of transaction milestones in internal systems
- Excellent written and communication skills in English and Spanish
Preferred qualifications, capabilities, and skills
- A background in relationship management, sales, or deal execution is advantageous
