Mid-Cap Investment Banking Coverage Business Management - Associate

Mid-Cap Investment Banking Business Management is supporting the Global Mid-Cap Coverage business, which is a key component of Global Investment Banking and more broadly Global Banking.

As an Associate Business Manager in the Mid-Cap Investment Banking Business Management team, you will support leaders across Global Banking and Global Investment Banking to manage and optimize business performance.

You'll work closely with an Executive Director Business Manager and partner with stakeholders across product, coverage, finance, risk, legal, and technology to translate strategic priorities into actionable plans, maintain operating cadences, and coordinate cross-functional execution.

You will be expected to respond quickly to time-sensitive deliverables, apply advanced analytical skills to develop insights and options, and produce clear, executive-ready materials that help leadership make decisions.

Success in this role requires dynamic relationship management and communication skills, sound judgment on prioritization, attention to detail, and a consistent focus on delivery.

Job responsibilities


* Support business management planning by helping translate leadership priorities into draft sequenced plans, timelines, and budget inputs; track progress against milestones.


* Coordinate the client agenda by maintaining the cadence for account plan updates and client reviews; compile coverage inputs, relationship status updates, revenue opportunity notes, prioritization lists, and performance metrics.


* Help define and maintain management KPIs and senior leadership metrics by producing recurring reporting, performing data checks, and escalating data quality issues; summarize insights for executive audiences.


* Prepare and refine materials for business reviews and governance (e.g., decision memos, narratives, performance readouts) by drafting content, consolidating inputs, and ensuring accuracy, clarity, and version control.


* Develop product and business knowledge to analyze datasets, identify trends, and surface observations; propose initial takeaways and questions for stakeholder discussion.


* Support cross-functional initiatives with product, technology, risk, legal, and finance by coordinating meetings, documenting decisions/actions, tracking deliverables, and ensuring timely follow-ups to keep workstreams on plan.


* Assist as a liaison for technology initiatives by capturing requirements, organizing enhancement backlogs, tracking status, and communicating updates; help ensure delivered outputs align to stated outcomes.


* Contribute to reporting modernization and process automation by identifying manual steps, documenting current-state processes, testing enhancements, and helping standardize metrics and dashboard definitions.


* Manage day-to-day execution for executive requests by triaging asks, gathering inputs quickly, preparing draft responses/materials, and ensuring follow-through; escalate risks and bl...