Investment Banking Technology Coverage Business Manager - Senior Associate

The role involves providing comprehensive business management support to the Global Heads of Technology Investment Banking, and Senior Business Manager.

The role is based in New York alongside the Technology Investment Banking team and will operate in the following capacity:


* As a trusted advisor to the business in all aspects of the business; strategy, controls, people and financial performance


* Key point of contact for front office and support functions to help identify, facilitate and achieve business objectives and opportunities


* Drive communication of the business strategy, performance and priorities


* Proactively and on request to provide strategic analysis and reporting to facilitate business progression


* Ensure the business is aligned with key control and support functions (such as Legal, Compliance, Operations, HR, Audit, Technology, etc)


* Help manage business risk by ensuring an effective control environment


* Ensure the business is in compliance with LOB and corporate-wide objectives and policies


* Work closely with IB Coverage and Product Business management teams and other LOBs to facilitate development and execution of synergies across strategy, opportunities and client relationships


* Build effective relationships and work closely with F&BM colleagues (e.g.

Planning & Analysis, Finance Controllers, Office Management)

Job responsibilities:

Drive strategic agenda and deliverables for Group Heads, senior management, and Finance & Business Management.

Ensure execution of key initiatives and provide relevant analysis for decision making.


* Prepare quarterly business reviews, weekly Tech P&L and wallet reporting, sector analysis, client executive client reviews, Tech offsites/all-hands, team expense reporting, and team meeting agendas.


* Analyze industry stats and data for industry trends, competition and areas of opportunity.

Identify areas of focus relative to our competition and overall market opportunities


* Coordinate and drive all financial management including: annual budgets, quarterly/monthly forecasts, revenue reconciliation, pipeline oversight and projections, expense management (e.g.

approval, escalations, budgeting)


* Manage the people agenda including: headcount planning, evaluation processes, intensity and productivity reporting, group meetings and communications, social committees, pulse surveys, resource manager partnership on A&A initiatives and hiring


* Drive best practices and help ensure adherence to firm policies.

Coordinate with relevant partners to ensure proper communication, execution, escalation, and follow-up


* Assist with ongoing client management and onboarding including: account planning, account coverage reviews, coordination with groups such as Deal Services, Global Corporate Bank (GCB) and Commercial Bank (CB)


* Assist with/enforce Compliance and Controls agenda - policy communication, rules adherence, FINRA registr...