Corporate Banking Associate - Energy

Publix Serving (Civica)

Houston, Texas, United States
Base: $165,000.00 - $185,000.00; bonus/equity: dis...
On-site
Relationship management support
Cash management activities
Cross-selling products and services
The Corporate Banking Associate is responsible for leading the planning of investment strategies and solutions for major market clients

Job Summary

  • The Corporate Banking Associate is responsible for leading the planning of investment strategies and solutions for major market clients.
  • Responsibilities include assisting with day-to-day cash management, trading initiatives, and supporting bankers in cross-selling the full spectrum of products and services.
  • The role requires evaluating public filings, research reports, and financial forecasts to produce strategic and financial analyses while appropriately assessing risk.

Matching Summary

The Corporate Banking Associate is responsible for leading the planning of investment strategies and solutions for major market clients.

Salary

Base: $165,000.00 - $185,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off

Skills & Requirements

Must-have

  • Relationship management support
  • Cash management activities
  • Cross-selling products and services
  • Strategic and financial analyses
  • Market and industry trends
  • Risk assessment and compliance

Nice-to-have

  • Leveraging full spectrum of products
  • Safeguarding firm's reputation
  • Adhering to policy and ethics

Key Requirements

  • 4-8 years of experience
  • MBA or Master's Degree preferred
  • Strong credit skills and knowledge
  • Series 79 and 63 within 90 days

Work Rights

Not specified

Tailored Resume

Cover Letter