banking associate

Pavago

Job Title: Investment Banking Associate
 Position Type: Full-Time, Remote
 Working Hours: U.S. client business hours (with flexibility for transaction timelines and late-stage deal requirements)
 
About the Role: 
Our client is seeking an Investment Banking Associate to support mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. This role involves building complex financial models, drafting marketing materials, managing due diligence processes, and working closely with senior bankers and clients. The Associate is a critical link between analysts, vice presidents, and clients, ensuring that deals move forward smoothly, accurately, and on time.
 
Responsibilities:Financial Modeling & Valuation: 
<ul>
<li>Build and maintain detailed discounted cash flow (DCF), leveraged buyout (LBO), and merger models.</li>
<li>Conduct comparable company and precedent transaction analyses.</li>
<li>Perform sensitivity and scenario testing to stress-test assumptions.</li>
</ul>
Transaction Support: 
<ul>
<li>Manage due diligence checklists, coordinate data rooms, and track requests.</li>
<li>Liaise with clients, accountants, lawyers, and consultants to gather information.</li>
<li>Ensure deliverables are complete, accurate, and aligned with deadlines.</li>
</ul>
Marketing & Client Materials: 
<ul>
<li>Draft confidential information memoranda (CIMs), pitch books, teasers, and management presentations.</li>
<li>Prepare investor decks and client-ready reports with high attention to detail.</li>
</ul>
Research & Analysis: 
<ul>
<li>Conduct industry and market research to identify trends, risks, and opportunities.</li>
<li>Summarize findings in briefing notes and incorporate into valuation assumptions.</li>
</ul>
Collaboration & Mentorship: 
<ul>
<li>Work closely with analysts, reviewing their work and providing guidance.</li>
<li>Support VPs and MDs by preparing materials and presenting findings.</li>
</ul>
Compliance & Governance: 
<ul>
<li>Ensure all documentation adheres to internal controls, regulatory requirements, and confidentiality standards.</li>
<li>Maintain audit-ready records of models and deliverables.</li>
</ul>
What Makes You a Perfect Fit: 
<ul>
<li>Exceptional financial modeling and analytical skills.</li>
<li>Strong communicator with executive presence in client settings.</li>
<li>Organized and detail-oriented under tight deadlines.</li>
<li>Able to balance multiple live transactions simultaneously.</li>
</ul>
Required Experience & Skills (Minimum): 
<ul>
<li>2–4 years experience in investment banking, corporate finance, or private equity.</li>
<li>Advanced Excel (financial modeling, VBA macros preferred) and PowerPoint.</li>
<li>Experience with valuation methodologies (DCF, LBO, comparables, precedent transactions).</li>
<li>Familiarity with Bloomberg, Capital IQ, FactSet, or PitchBook.</li>
</ul>
Ideal Experience & Skills: 
<ul>
<li>MBA, CFA, or CPA credential.</li>
<li>Exposure to both buy-side and sell-side transactions.</li>
<li>Experience across multiple industries (tech, healthcare, real estate, financial services).</li>
<li>Prior mentorship or leadership of analysts.</li>
</ul>
What Does a Typical Day Look Like?
 An Associate’s day revolves around managing deal execution and producing high-quality analysis and materials.You will:
 <ul>
<li>Update and refine models with client financials and assumptions.</li>
<li>Draft marketing materials such as pitch books, CIMs, and presentations.</li>
<li>Manage the due diligence process, ensuring all requests and data room uploads are completed.</li>
<li>Support live deals, coordinating with lawyers, accountants, and client executives.</li>
<li>Review analyst outputs, checking for accuracy and clarity.</li>
<li>Prepare senior bankers for client meetings, ensuring they have insights, models, and materials at hand.</li>
</ul>
In essence: you ensure deals move forward efficiently and flawlessly, with clients and senior bankers confident in the accuracy of the work.
 
Key Metrics for Success (KPIs): 
<ul>
<li>Accuracy of financial models and assumptions.</li>
<li>Timely delivery of pitch books, CIMs, and investor decks.</li>
<li>Smooth execution of due diligence and transaction processes.</li>
<li>Positive feedback from clients and senior bankers on quality and reliability.</li>
<li>Effective mentorship of junior team members.</li>
</ul>
Interview Process: 
<ul>
<li>Initial Phone Screen</li>
<li>Video Interview with Pavago Recruiter</li>
<li>Technical Assessment (e.g., build a DCF or M&A model based on case study data)</li>
<li>Client Interview with Senior Bankers</li>
<li>Offer & Background Verification</li>
</ul>

Investment Banking Associate

Ernest Hunter Green

<div>
 
 
 Job Title:
 
 Investment Banking Associate
 
 
 
 Location:
 
 Middle East
 
 
 
 
 
 
 Summary:
 
 
 
 
 
 
 You will be responsible for the execution of corporate finance transactions including ECM, DCM, M&amp;A, valuations and structuring deals. You will also support senior staff, prepare financial models, and engage in client-facing activities to gather data.
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Support the implementation of the businesses strategy and business plan to meet volume, revenue, and profit targets.
 </li>
 <li>
 Assist in delivering value-added products and services to clients.
 </li>
 <li>
 Prepare advisory reports, valuations, and transaction structures as per client mandates.
 </li>
 <li>
 Maintain client relationships.
 </li>
 <li>
 Provide accurate information to auditors, compliance, and risk teams as needed.
 </li>
 <li>
 Offer technical expertise and guidance to analysts and the corporate finance team.
 </li>
 </ul>
 
 
 
 
 
 Education/Experience:
 
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Economics, Law, Accounting, or related field.
 </li>
 <li>
 Minimum 4 years of relevant corporate finance experience
 </li>
 </ul>
 
 
 
 
 
 Skills:
 
 
 <ul>
 <li>
 Strong communication, interpersonal, and presentation skills.
 </li>
 <li>
 Excellent problem-solving, decision-making, and analytical abilities.
 </li>
 <li>
 Proficiency in financial modeling and MS Excel.
 </li>
 <li>
 Ability to manage diverse teams and work independently with integrity and self-management.
 </li>
 </ul>
 
 
</div>

United States Citigroup

Citi Commercial Bank offers its clients the convenience, a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to Mid-Market companies, with an international footprint. We are focused on providing banking and financial solutions to our clients across 5 key growth industries - Business &amp; Professional Services, Industrials, Digital, Technology &amp; Communications, Consumer and Healthcare. The primary responsibility of the Associate will be, in cooperation with the Senior Relationship Managers, servicing the banking &amp; financing needs of international Mid-Market clients, deepening existing client relationships and acquiring &amp; onboarding new commercial banking clients. Responsibilities: <ul> <li>Build relationships with Citi network and operational teams, becoming one of the key contacts for clients requests, internal requests/escalation and resolution.</li> <li>Support Senior Relationship manager in management of assigned portfolio of clients.</li> <li>Work closely with Senior Relationship Managers to ensure we provide a 'Client First' approach and help to deliver outstanding day to day banking &amp; operational support to our Mid-Market clients.</li> </ul> <ul> <li>In cooperation with Senior Relationship Manager calls on clients and maximise One Citi client experience, by proactively leveraging and sharing Citi s market leading insights, global network and solutions.</li> <li>Monitor and support products implementation processes, clients on-boarding process and manage sales CRM platform.</li> <li>Liaise with Relationship Associate to ensure adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met.</li> <li>Develops and maintains strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical, CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group). Collaborate and work closely with various product teams (cash sales, trade finance, markets, corporate finance), Underwriting / Risk teams.</li> <li>Work with Senior Relationship Managers to analyse client relationships, risks &amp; opportunities, assists with credit application write-up, financial spreading, deal structuring, returns calculation, documentation review &amp; preparation. Administrate the credit relationship of clients, ensuring the proper application of policies and institutional processes.</li> <li>Understand key commercial banking processes &amp; solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products.</li> <li>Support Senior Relationship Managers on solutioning assessment, preparation of pitch books and meeting materials, assists with new clients acquisition.</li> <li>Work collaboratively with key internal stakeholders across CCB, share best practice across teams in order to deliver 'best in class' relationship management to new and existing clients.</li> <li>Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li> </ul> Qualifications: <ul> <li>5-8 years of experience</li> <li>Previous banking experience</li> <li>Working within Commercial/Corporate banking is desirable.</li> <li>Experience in a Client Relationship role or client facing role.</li> <li>Sales, presentation and communication skills. Focus on first class service quality.</li> <li>Analytical and credit skills</li> <li>High level of self-motivation</li> <li>Knowledge of general banking processes, general understanding of commercial banking solutions</li> <li>Ability to build &amp; develop strong client relationships.</li> <li>Effective collaboration skills with Senior Relationship Managers and Commercial Banking partners</li> <li>Analytical and problem-solving skills.</li> <li>Proficiency with Microsoft and CRM applications</li> </ul> Education: <ul> <li>Bachelor's/University degree or equivalent experience</li> </ul>

Commercial Associate AVP

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Job Title
 
 - Associate Manager-Acquisition(Current Account
 
 
 
 Place of work
 
 - Gurgaon
 
 
 
 Business Unit
 
 - Retail Banking
 
 
 
 Function
 
 -Branch Banking
 
 
 
 Compensations
 
 - Best in class in the industry. In addition valuable service awards would apply.
 
 
 
 Job Purpose
 
 
 
 The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 
 Key / Primary Responsibilities of the Role
 
 - List the primary deliverables
 
 
 <ul>
 <li>
 Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area
 </li>
 <li>
 Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
 </li>
 <li>
 Proactive registration and activation of acquired customers to direct banking channels
 </li>
 <li>
 Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer
 </li>
 <li>
 Assist and support the Sales Manager in catchment mapping and scoping exercise
 </li>
 <li>
 Provide regular feedback to SM / RM on opportunities and customer needs
 </li>
 <li>
 Ensure adherence to selling norms and SOPs defined by the organization
 </li>
 <li>
 Ensure strict compliance with internal guidelines and external regulations
 </li>
 <li>
 Ensure quality sourcing in line with the Bank's policy
 
 
 </li>
 </ul>
 
 Secondary Responsibilities - List the deliverables other than primary, but essential for the role
 
 
 
 <ul>
 <li>
 High degree of market awareness and understanding of customer's needs
 </li>
 <li>
 Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 Graduate - Any discipline
 
 
 Part Time / Full Time - Full Time
 
 
 
 Experience
 
 
 
 Minimum Number of Years - 0-4 years
 
 
 Industry &ndash; BFSI
 
 
 Functional Area &ndash; Sales
 
 
 Level / Capacity - Junior Management
</div>

Associate Manager-Acquisition (Current Account)

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Role/Job Title
 
 : Associate Relationship Manager-Personal Loan
 
 
 
 Function/Department:
 
 Retail Banking
 
 
 
 Job Purpose
 
 
 
 To Start Personal Loan in Rural Market and service and source the product.
 
 
 
 Primary Responsibilities
 
 
 
 <ul>
 <li>
 Identifying Business owners / entrepreneurs in the defined catchment and identifying / assessing their business loan needs.
 </li>
 <li>
 Map out prospects in the town to scope business potential.
 </li>
 <li>
 Disburse Personal loans based on needs assessment.
 </li>
 <li>
 Conduct end-use checks as specified post disbursal of loans.
 </li>
 <li>
 Achieve monthly and annual loan booking targets.
 </li>
 <li>
 Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer.
 
 
 </li>
 </ul>
 
 Secondary Responsibilities
 
 
 
 <ul>
 <li>
 Maintain high collections efficiency through discipline and drive.
 </li>
 <li>
 Preparation of accurate documentation of loans.
 </li>
 <li>
 Coordinate with operations officer to ensure timely data entry.
 </li>
 <li>
 Nudge behavioural changes in customers to move towards online banking.
 </li>
 <li>
 Ensure compliance as per the bank requirements.
 
 
 </li>
 </ul>
 
 Education Qualification
 
 
 
 Graduation: Bachelor&rsquo;s in Engineering / Technology / Math&rsquo;s / Commerce / Arts / Science / Biology / Business / Computers / Management.
 
 
 
 Experience:
 
 0 to 2 years of relevant branch banking experience.
</div>

Associate Relationship Manager-PL

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Job Title
 
 &ndash; Associate Relationship Manager-LAP
 
 
 
 Place of work
 
 - Rajasthan/Gujarat/Karnataka/Madhya Pradesh/Chhattisgarh/Odisha/Andhra Pradesh
 
 
 
 Business Unit
 
 - Rural Banking
 
 
 
 Function
 
 - Retail Assets
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to identify mortgage needs of customers and provide appropriate lending solutions ( Loan Against Property) . The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of mortgage business in Rural markets through lead generations and account opening as per needs of customer
 </li>
 <li>
 Spearhead mapping of detailed household needs based on direct customer interactions
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship and maintain high collections efficiency
 </li>
 <li>
 Lead preparation of quality documentation of loans to ensure minimum queries / rejections from Operations / Credit teams
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry
 </li>
 <li>
 Ensure compliance as per the bank requirements
 
 
 </li>
 </ul>
 
 Secondary Responsibilities
 
 
 
 <ul>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Key Success Metrics
 
 
 
 Customer Acquisition targets, Cross sell targets
 
 
 
 Educational Qualifications
 
 
 
 Graduate-Any graduation
 
 
 
 Experience
 
 
 
 0-2 Years in NBFCs/Banking.
</div>

Associate Relationship Manager-LAP

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Job Title
 
 &ndash; Associate Relationship Manager-LAP
 
 
 
 Place of work
 
 - Rajasthan/Gujarat/Karnataka/Madhya Pradesh/Chhattisgarh/Odisha/Andhra Pradesh
 
 
 
 Business Unit
 
 - Rural Banking
 
 
 
 Function
 
 - Retail Assets
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to identify mortgage needs of customers and provide appropriate lending solutions ( Loan Against Property) . The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of mortgage business in Rural markets through lead generations and account opening as per needs of customer
 </li>
 <li>
 Spearhead mapping of detailed household needs based on direct customer interactions
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship and maintain high collections efficiency
 </li>
 <li>
 Lead preparation of quality documentation of loans to ensure minimum queries / rejections from Operations / Credit teams
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry
 </li>
 <li>
 Ensure compliance as per the bank requirements
 
 
 </li>
 </ul>
 
 Secondary Responsibilities
 
 
 
 <ul>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Key Success Metrics
 
 
 
 Customer Acquisition targets, Cross sell targets
 
 
 
 Educational Qualifications
 
 
 
 Graduate-Any-Full Time
 
 
 12th- Any
 
 
 
 Experience
 
 
 
 0-3 Years in NBFCs/Banking.
</div>

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