Corporate & Investment Banking Job Description
Corporate & Investment Banking Duties & Responsibilities
To write an effective corporate & investment banking job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate & investment banking job description templates that you can modify and use.
Sample responsibilities for this position include:
Corporate & Investment Banking Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate & Investment Banking
List any licenses or certifications required by the position: AML, CFA, CPA, MBA, III, CISA
Education for Corporate & Investment Banking
Typically a job would require a certain level of education.
Employers hiring for the corporate & investment banking job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, Business, MBA, Engineering, Technology, Education, Auditing, Business/Administration
Skills for Corporate & Investment Banking
Desired skills for corporate & investment banking include:
Desired experience for corporate & investment banking includes:
Corporate & Investment Banking Examples
Corporate & Investment Banking Job Description
- Structure, prepare and deliver client presentations
- Actively participate in executing transactions and work to expand your level of client interaction and responsibilities on transactions
- Manage and mentor junior professionals in the context of deal executions, marketing pitches and general career development
- Gather, synthesize, analyze and present data and findings
- Able to cope well under pressure and work to tight deadlines
- Comfortable working with Senior Management in an International environment
- Some experience working with, and a basic understanding of, numerical data and conducting quantitative analyses related to company valuations, implementation of financial models, and comparative and pro forma analyses
- Lead specific HR programs across the teams in Mumbai and Bangalore as the case may be
- Developing company valuations and implementing financial models, conducting financing, comparative and pro forma analyses
- Daily substantiation and reconciliation of P&L movements on a T+1 basis for sign off responding to P&L related queries
- Previous knowledge of Risk and/or Corporate Sectorbusiness processes
- At least 3-7 years of experience in the Financial Services industry and/or Audit preferred
- Experience as a senior manager, managing large, complex departments and multiple organizational units in a technology environment, including the development of organizational vision and mission, setting goals and objectives the development and execution of operational plans without supervision
- The confidence and initiative to take on early responsibility and manage your own projects
- Candidates with quantitative background would preferably have a Ph.D
- Attention to details, tenacious, and commitment to get works done right and in a comprehensive manner
Corporate & Investment Banking Job Description
- Analysis and commentary of P&L vs
- Drive the product control infrastructure agenda such as data quality initiatives related to external reporting, improvements to PL substantiation tools
- Establish governance and program management structure
- Look at ways to improve processes in order to optimize operational efficiencies
- Accessible to the business throughout the day to actively respond to information requirements/requests and resolve day-to-day issues
- Manage GIB and CB intranet resources
- Gain a broad understanding of the respective business you support by servicing a robust portfolio and conducting daily exception monitoring, cash management and break resolution
- Showcase your attention to detail by reviewing legal documents, client invoices, and risk reports
- Researching and evaluating potential investment opportunities, both qualitatively and quantitatively
- Participating in business analysis to help the team form a view on the merits of a potential investment
- Outstanding academic achievement at a leading university
- Financial modeling skills essential with experience in building models
- Ability to analyse complex client financial objectives, accounting or tax issues and alternative solutions or approaches
- The ability to manage and prioritise multiple projects simultaneously to meet deadlines and interpret the demands of different senior bankers
- Law degree or master's degree a plus, but not required
- Five to seven years of relevant experience with an investment bank, law firm or regulator
Corporate & Investment Banking Job Description
- Represent the Operating Unit in Manila CIB Senior Leadership Team
- Manage a direct expense budget and deliver upon annual expense reduction challenges
- Define and implement a succession plan for all management levels with a focus on developing existing talent and local hiring
- Lead valuation analysis
- Take an active role in developing, structuring and executing transactions
- Manage and develop junior talent within the group
- Navigate internal approvals AFC( Anti Financial Crime) , BRG (Business Review Group ) , CRAF (Client Risk Acceptance Forum ) and organize escalation meetings
- Evaluating the adequacy and effectiveness of internal controls relating to risks involved in the relevant business areas in accordance with Group Audit Methodology and the established risk assessment framework
- Contributing to Risk Assessment Profiles / Business Monitoring and overall implementation of Group Audit Methodology
- Participating and successfully deliver CRM audits, or participate in Integrated Business and CRM audits both locally and globally
- German speakers
- Bachelor's degree in Technology or Finance with internal or external auditing experience, with a good level of technology background
- Enrollment in an MBA degree program
- Ability to design and provide research-based financial recommendations develop actionable solutions
- Enrollment in a Bachelor’s degree program in Finance, Accounting, and/or Economics or related field
- Equivalent to university degree in business management is preferred
Corporate & Investment Banking Job Description
- Handle key customer relationship and provide management support in customer retention and solicitation
- Represent the Bank in local financial community, industry groups, key customers, local municipalities and regulators, and the general public to enhance the Bank’s reputation and corporate presence in local market
- Act proactively in order to develop the sub-branches network in the area
- Accountable for risks taken in the branch
- Contribute to staff recruitment, perform effective people management and develop local team for building a competent and engaged workforces in the branch
- Brainstorming and development of sales strategy / road-map, marketing plans and value proposition for Trade and OAT products
- Preparation of presentation slides for conceptualization of ideas and reviews
- Prompt execution of the various strategies / road-maps
- To report regularly on business progress and to recommend action plans
- Co-operate with team members to complete assignment in a timely and effective manner
- Strong problem solving, analytical, project management, judgment and change implementation capabilities
- Ability to establish and build healthy working relations and partnerships with the business peers and wide variety of stakeholders (Finance, Operations, Risk Management, Technology)
- Good oral and written communications skills are required for contacts with all management levels within all areas of the Bank
- Self-starter, able to work independently and take ownership
- Discretion, diplomacy, patience and good interpersonal skills
- Graduate or postgraduate qualification
Corporate & Investment Banking Job Description
- To develop and organize action plans and to motivate RMs to achieve business targets
- To assist RMs in concluding deals with customers
- Develop new or existing portfolio of corporate clients in the energy and hard commodities space by increasing product penetration and actively cross selling of IBG’s services including capital markets (Debt Capital Markets, Equity Capital Markets and M&A), transaction banking services (Cash and Trade) and treasury, working closely in conjunction with product groups and colleagues in the region
- Formulate, complete and execute account plans for identified clients in the assigned portfolio to increase share of wallet
- Structure, handle trade financing solutions tailored to the specific needs of structured trade and commodity finance clients
- Prepare credit applications (quantitative and qualitative client analysis), credit renewal and undertake periodic review of credit files and structured trade and commodity finance facilities
- Generate excellent returns on risk adjusted assets and equity that commensurate with the Bank's acceptable risk parameters
- Monitor and manage accounts actively, being alert to credit deterioration or improvement, and taking timely action including elevation to senior bankers and credit
- Handle loan, transaction & perfecting security documentation and negotiations
- Detailed tracking of business/strategy initiatives for each location and II teams
- Experience of working with a corporate sales group within a bank
- Ability to analyze problems and turn them into solutions
- Experience of Agile methodology and a mindset of regular incremental delivery
- Knowledge of Excel (formulas, vlookups, pivots, macros)
- Ability to excel both independently and in a team oriented environment
- Enrollment in a Bachelor’s degree program in Finance, Accounting, and/or Economics preferred