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Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Follows all risk related practices and policies. Develops client relationship skills and industry/product/market knowledge. Serving in client relationship management roles, work includes performing due diligence, writing pitch-books, handling transactions related matters, processing documentation, developing marketing materials, performing financial modeling and statistical analysis, etc. Assists in scheduling client meetings and starts to build client relationship skills. May have certain client backup relationship responsibilities as needed.
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