Mid-Level
Associate – Corporate Development, Strategic Investments
We are seeking an Associate to join our Consumer and Community Bank (CCB) Corporate Development Strategic Investments team. The ideal candidate brings 2+ years of experience and strong analytical skills, with a background in investment banking, investments, strategy, management consulting, corporate development, or a similar field.
As an Associate on the CCB Corporate Development team, you will support strategic initiatives, evaluate investment opportunities, and drive key projects primarily across our AI priorities within product, technology and operations. You will work closely with senior leaders, cross-functional teams, and external partners to deliver impactful recommendations and analyses, and you will be involved in the full life cycle of deals.
Job Responsibilities:
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Conduct financial modeling and valuation analyses for potential investments, acquisitions, partnerships, and other strategic initiatives.
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Prepare high-quality presentations and investment memos for senior management and executive leadership.
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Support due diligence processes, including market research, competitive analysis, and risk assessment.
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Collaborate with internal stakeholders across various functional teams to drive project execution.
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Synthesize complex information into clear, actionable insights and recommendations.
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Conduct comprehensive data analysis to identify trends, insights, and opportunities for business growth.
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Track industry trends, competitor activity, and emerging opportunities relevant to CCB.
Required Qualifications, Capabilities, and Skills:
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Bachelor’s degree in Finance, Business, Economics, Engineering, Mathematics, or a related field.
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2+ years of relevant experience in investment banking, corporate development, private equity, management consulting, or a similar analytical role.
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Excellent presentation and proficiency in design and formatting tools for creating professional presentations for senior leaders.
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Advanced proficiency in Microsoft PowerPoint; ability to create compelling, executive-level presentations.
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Strong financial modeling skills, including proficiency in Excel and experience with valuation techniques.
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Excellent problem-solving abilities and analytical thinking.
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Effective verbal and written communication skills; confident presenting to senior stakeholders.
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Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.
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Must be based in or willing to relocate to New York, NY.
Preferred Qualifications, Capabilities, and Skills:
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Experience in financial services or banking.
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Exposure to M&A transactions, strategic investments, or partnership deals.
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