Commercial Associate - Washington DC/Baltimore MD
The Commercial Associate at Confidential Client supports the Global Commercial Banking team by delivering analytical research and data-driven insights to enhance client relationships and support commercial banking operations. This role involves financial analysis, market and industry data evaluation, and collaboration with various banking teams to prepare client presentations and facilitate transactions. The position offers foundational experience in financial services within a dynamic, client-focused environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Team & Role Overview
Confidential Client’s Healthcare, Education & Not-for-Profit specialty team serves not-for-profit healthcare systems, private higher education, and charitable or cultural organizations. This Commercial Associate role on the Global Commercial Banking / Middle Market team delivers analytical research, client support, and transaction coordination that help relationship teams win and service complex commercial clients.
This posting is for the Baltimore, MD location. The team supports clients across the Washington, DC / Baltimore region; specific day-to-day location and in-office expectations will be communicated during the hiring process.
What You’ll Do
You will support relationship managers and product partners by producing data-driven insights, preparing client materials, and helping execute credit and treasury transactions.
- Support analysis of market and industry data for client meetings, pitchbooks, and relationship reviews
- Produce economic and sector insights, industry analysis, and client presentation materials
- Assist with credit approval and treasury packaging processes to learn product and approval requirements
- Coordinate across product teams (e.g., Credit, Treasury Management, FX, Merchant Services) during transactions
- Monitor client activity, contribute to portfolio optimization and new-business analytics
- Interpret financial statements and cash flows to assess company health and trends
- Observe client interactions and support relationship coverage to build commercial banking knowledge
Who You Are (Required Qualifications)
- Minimum of two years of professional or business experience
- Strong analytical thinking and basic financial modeling skills
- Proficient with Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Solid written and verbal communication skills
- Detail-oriented with strong organizational skills
- Collaborative team player with good interpersonal skills
- Comfortable reading and interpreting corporate financial statements
- Able to work independently and take initiative
Preferred Qualifications
- Prior internship or entry-level experience in financial services or commercial banking
- Bachelor’s degree in accounting, finance, or a related field
Skills & Competencies
- Financial analysis & modeling
- Data visualization and trend analysis
- Relationship building and client management
- Market analysis and pitch preparation
- Pipeline and project management
- Business development and referral identification
- Risk awareness and portfolio optimization
Workplace, Schedule & Employment Type
- Location: Baltimore, MD (this listing)
- Shift: 1st shift
- Hours: 40 hours per week
- Employment Type: Full-time / Contractor (role may be offered as full-time or contractor based on business need)
Compensation & Benefits
Pay range: $85,000 – $125,000 annualized salary. Final offers will be determined by experience, education, and skill set.
This role is eligible for discretionary annual incentive awards and is currently benefits-eligible. Benefits and paid-time-off details will be provided by Confidential Client during the interview process.
Equal Employment & Legal Compliance
Confidential Client and Careertakes are committed to fair hiring practices and compliance with all applicable U.S. laws. We welcome candidates of all backgrounds and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected category.
Why Apply via Careertakes
Careertakes provides candidate support and may surface additional relevant roles to you. We follow third-party recruiting best practices: transparent communication, privacy of your application data, and timely feedback where possible.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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