Corporate & Investment Banking Job Description
Corporate & investment banking
provides assistance to other corporate finance / accounting functions such as financial reporting, general accounting, budgeting, etc.
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:
Own client analytics within Corporate & Investment Banking Strategy Group
Assist bankers in the origination and execution of corporate banking transactions in managing relationships with corporate clients and financial institutions
Ensure that all follow up activity such as call reports
Drive an effective and collaborative communication culture between Channel Partners and Chase Commerce Solutions
Facilitate the performance of various aspects of audit activities in accordance with department and professional standards and guidelines
Facilitate the ongoing monitoring of operational and financial related data to identify patterns/trends with risk and control implications
Develop new or enhance existing VaR models
Identify and maintain a list of inconsistent VaR methodology for the same products across the firm, different system platform in generating PnL vector for VaR (MaRRS, Athena, Prada, Endur, Offline), and different set of market data
Establish compensatory risk control (working with MRM) for products with VaR models which have material shortcomings
Help deliver solutions that bring to bear the full breadth of the bank’s capabilities – ranging from strategic mergers and acquisitions advice, debt, equity, derivatives and structured products, to principal investing and private equity across all sectors
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:
Corporate finance
Securities
Financial markets and risk & pricing analysis
General business and corporate cultures
Distributed computing environment
System development life cycle concepts with an ability to quickly learn a complex
Accounting and finance and strong credit analytical skills
Financial Institutions
Investment banking
Financial products
Desired experience for corporate & investment banking includes:
The job holder will be expected to develop an intimate knowledge of the Large
Fiduciary experience is preferred, but not required
Extensive knowledge of cyber information security risk and controls, controls related to operating system and database platforms
Strong understanding of a wide range of financial instruments, and financial service offerings, such as Custody, Futures and Options Clearing, and Prime Services
Deep knowledge of specific products, including derivatives
The successful candidate is likely to have proven experience working as a regulatory/exchange enforcement officer or in a role in audit, risk management, compliance or similar function
Corporate & Investment Banking Examples
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Corporate & Investment Banking Job Description
Job Description Example
Our growing company is looking to fill the role of corporate & investment banking. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for corporate & investment banking
- 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
Qualifications for corporate & investment banking
- 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
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Corporate & Investment Banking Job Description
Job Description Example
Our company is growing rapidly and is looking for a corporate & investment banking. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for corporate & investment banking
- 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
Qualifications for corporate & investment banking
- 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
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Corporate & Investment Banking Job Description
Job Description Example
Our innovative and growing company is hiring for a corporate & investment banking. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for corporate & investment banking
- 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
Qualifications for corporate & investment banking
- 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
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Corporate & Investment Banking Job Description
Job Description Example
Our company is searching for experienced candidates for the position of corporate & investment banking. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for corporate & investment banking
- 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
Qualifications for corporate & investment banking
- 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
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Corporate & Investment Banking Job Description
Job Description Example
Our company is looking for a corporate & investment banking. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for corporate & investment banking
- 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
Qualifications for corporate & investment banking
- 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