Associate Director, Mid-corporate Technology Banking Relationship Management

4 weeks ago

San Francisco, California, United States Scotiabank Full time

Requisition ID:
#

Salary Range: 185, ,000.00

Please note that the Salary Range shown is a guideline only.

Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Title:
Associate Director, Mid-Corporate Technology Banking Relationship Management – San Francisco

Global Banking and Markets


Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years.

Scotiabank's strong U.S.

presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.


Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients.

Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals.

We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries We work together to drive ambition for every future

Overview:


Incorporated in 1832, Scotiabank has a rich history as a trusted bank with a strong balance sheet, high credit quality, and a 190-year legacy, all backed by our talented team of Scotiabankers.

A top-five universal bank in each of our core markets, and a top-10 foreign bank organization (FBO) in the U.S., Scotiabank is committed to delivering superior advice and services to help our clients get ahead.

The Technology Mid-Corporate Banking team is a crucial part of Scotiabank's broader Global Banking & Markets organization ("GBM"), which provides a full range of investment banking, credit, and risk management products and services relevant to our clients' financing and strategic development needs.

Your role in this team will be instrumental in shaping the future of our clients and the bank.

Relationship Management roles within Technology Mid-Corporate Banking are responsible for acquiring, orchestrating, and growing client relationships, consulting on and cross-selling the entire Scotiabank platform, and partnering with our Investment Banking and Capital Markets teams to address client business needs.

Core responsibilities include new business development, expansion of existing relationships, and originating, advising on, and negotiating financing solutions for scaled private and public Technology Mid-Corporate Banking clients.


What You'll Do :


As an Associate Director on our team, you will assist Managing Directors and Directors with the origination of new clients, the relationship management of bank clients, the delivery of core banking products (i.e., debt financing, treasury management, foreign exchange, etc.), and broader Scotiabank financial services.

As a member of one of the Bank's fastest growing and most dynamic groups, you can expect numerous exciting opportunities to demonstrate growth, initiative, and intellect.


  • Relationship management and cross collaboration includes:
  • Coordinating with the various product groups and industry teams within GBM
  • Developing and maintaining effective industry relationships with clients
  • Provide day to day support, which includes:
  • Execute a range of corporate finance related tasks, including financial analysis, building and analyzing advanced financial models, industry research, due diligence, etc.
  • Maintain and design internal materials (Excel, PowerPoint) on corporate finance, strategic investment, and industry related trends for comparative analysis and presentation
  • Structure, analyze, and perform thorough due diligence on transactions that vary in complexity with a deep understanding of credit products and provide concise rationale supporting actions and recommendations
  • Assist with structuring complex transactions and maintain responsibility for preparing client pitch books and term sheets
  • Provide succinct analysis of key risks and mitigants for existing or proposed new business with minimal supervision
  • Prepare internal documents, including deal committee memos and credit memos
  • Analyze, process, and execute credit requests
  • Develop recommendations for the appropriate course of action based on analysis, internal policies/procedures, and the Bank's risk appetite
  • Review loan documentation and update internal systems with pertinent transaction/facility details and conduct regular monitoring of credits/client relationships via annual and quarterly reviews
  • Provide day to day account management for several client relationships
  • Expand on sector/industry and Bank product knowledge to identify trends and cross selling opportunities within sector
  • Assist with various ad hoc tasks, including conducting industry reviews, validating/providing internal compliance documentation, updating internal reports for management
  • Develop junior bankers through active engagement in developing their skills (technical, coverage, and other leadership skills) and providing real time positive and constructive feedback to support their development
  • Actively partner with group leaders and broader team to build team dynamics and engagement across teams
  • Actively contribute to a high performance and inclusive work environment
What You'll Bring

  • Completed Undergraduate degree in Business, Finance, Accounting, Math, Engineering, Economics, Science or Technology
-5-7 years of relevant experience within Middle Market Banking, Corporate Banking or Corporate Finance in an accounting firm is preferred.

  • Master's degree, MBA, CFA, or other relevant professional designation/experience
  • Strong written and verbal communication skills
  • Financial modeling skills and accounting knowledge
  • Superior organizational skills
  • High attention to detail with a sense of urgency appropriate to the situation
  • Strong interest in technology
  • Strong focus and ownership of the overall client experience
  • Strong time management skills and driven to achieve timelines and goals
  • Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities

Competencies:

  • Strong Relationship builder
  • Critical thinker and problem solver
  • Proactive and self motivated
  • Accountable
  • Collaborative
  • Proven team player
Interested?


At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences.

That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day.

With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location(s): United States : California : San Francisco

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.


At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance, please click here. Candidates must online to be considered for this role.

We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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