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Tier-1 brand, metro location, mid-level generalist role and broad skillset increase applicant competition.
Role mandates investment-banking experience, so candidate backgrounds are not easily transferable across industries.
Explicit 4+ years overall and 3+ years investment-banking requirement makes screening highly strict.
Ensure timely and accurate client reporting while managing transaction volumes and complex client queries within Total Portfolio Solutions.
Collaborate closely with Relationship Managers, Client Service Delivery Managers, and stakeholders for smooth operations and communication.
Identify process improvements, mentor junior team members, and drive projects to improve team productivity and efficiency.
Bachelor’s degree preferably in business, finance, technology, or a related field.
Minimum 4 years of total work experience with at least 3 years in investment banking or a related domain.
Proficiency in Microsoft Office tools with advanced Excel skills preferred.
Excellent oral and written communication skills and strong analytical, problem-solving abilities.
Experienced professional with comprehensive knowledge of investment banking processes, systems, and financial market concepts.
Capable of independent decision-making and adept at managing senior stakeholder relationships.
Skilled in mentoring juniors and driving operational improvements through collaboration and problem solving.