Financial Services Professional

2 semanas atrás

São Paulo, São Paulo, Brasil beBeeCorporate Tempo inteiro R$96.000 - R$128.000
Job Profile

The Corporate Banking Senior Associate is an intermediate-level professional responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the institutional banking team.

The overall objective of this role is to drive revenue by cross-selling the Citi platform while efficiently deploying the firm's capital and evaluating and managing risk.

Key Responsibilities
  • Collaborate with senior bankers to provide comprehensive relationship management support
  • Assist with daily cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase, and interest rate/equity derivatives
  • Support bankers in cross-selling a full spectrum of products and services by identifying customer needs to generate revenue
  • Responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
  • Stay up-to-date with market and industry trends, best practices, and the competitive landscape
Required Skills and Qualifications
  • 5-8 years of experience
  • Strong credit skills, credit background, and knowledge of Citi's credit policies
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Series 7 and 63 certifications are highly desirable
Education and Certification
  • Bachelor's/University degree or equivalent experience; MBA or Master's Degree in Business preferred
  • English fluency is mandatory
  • CPA20 certification is mandatory
About the Role

This role offers a unique opportunity to work in a dynamic environment, driving growth and profitability through strategic partnerships and innovative solutions.

As a key member of the institutional banking team, you will have the chance to develop your expertise and contribute to the success of our clients and the organization.

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