Associate, Commercial Associate, Global Commercial Banking, China
On-site · Shanghai, Shanghai, China
Job Summary
Deliver analytical research and data-driven insights to support commercial banking client and prospect needs with banking and product partners. Develop economic and market insights, industry analyses, pitchbooks, and relationship reviews to inform strategy; support transaction execution, client engagement, and collaboration across Market Executives, Relationship Managers, and product teams. Assist in credit approval and treasury solutions processes, observe client interactions to build foundational knowledge, and help coordinate clients/prospects and deal teams through transactions. Build and deliver new business analytics, monitor client activities, and perform portfolio optimization to identify and expand client relationships while maintaining opportunities. Interpret financial statements and trends to assess corporate financial health; engage with cross-functional teams including Investment Banking, Foreign Exchange, Wealth Management, and Product Specialists to design and deliver financial solutions.
Required Qualifications
- Bachelor’s degree in accounting, finance or related field
- Minimum of two years of professional or business experience
- Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Excellent written and verbal communication skills
- Strong analytical thinking and financial modeling skills
- Ability to work independently and collaboratively in a team
- Understanding and interpretation of corporate financial statements
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