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.

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Role Overview

Confidential Client is seeking a Commercial Associate to join their Global Commercial Bank — Middle Market team in New York City, NY. This role develops foundational commercial banking skills in financial analysis, client relationship support, and commercial banking operations. You will deliver data-driven insights, prepare client materials, and support transaction execution across product partners and internal teams.

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What You’ll Do

• Support analysis of market and industry data to produce insights for client meetings, pitch decks, and relationship reviews
• Build pitchbooks, client presentations, and supporting materials in collaboration with Relationship Managers and Market Executives
• Observe and support credit approval and treasury solutions workflows to learn product packaging and approval requirements
• Coordinate internal partners (Credit, Treasury Management, FX, Wealth, Investment Banking) throughout transactions
• Deliver new-business analytics, monitor client activity, and support portfolio optimization to expand client relationships
• Read and interpret financial and cash-flow statements to evaluate company financial condition and industry trends
• Use data visualization and storytelling to present findings and support internal idea generation and execution

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Employment Details

• Employment type: Contract + Full time (as listed by client)
• Hours: ~40 hours per week
• Shift: 1st shift
• Location: New York City, NY — in-office culture with role-based flexibility

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Compensation (Estimated)

• Estimated base pay: $104,090 per year (estimated by source). Actual compensation will depend on experience, skills, and local law. If you are in a pay-transparency jurisdiction, additional pay details are available during the hiring process.

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Required Qualifications

• Minimum of two years of professional or business experience
• Strong analytical thinking and basic financial modeling ability
• Ability to interpret corporate financial statements and cash flows
• Strong written and verbal communication skills
• Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook)
• High attention to detail and strong organizational skills
• Team-oriented with strong interpersonal skills and the ability to work independently when needed

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Preferred Qualifications

• Internship or prior entry-level experience in financial services
• Bachelor’s degree in accounting, finance, or a related field

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Key Skills

• Financial analysis & modeling
• Data & trend analysis
• Data visualization (storytelling with data)
• Client relationship support and management
• Market and industry analysis
• Project and pipeline management
• Business development support and referral identification
• Risk awareness and basic credit observation

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Why Apply (Candidate Value Proposition)

Working with Confidential Client on the Global Commercial Bank team provides exposure to middle-market commercial banking across the U.S. and Canada, opportunities to learn cross-product workflows (credit, treasury, FX, wealth, investment banking), and a clear pathway to develop commercial banking and client-facing skills. You’ll work alongside experienced Relationship Managers and product specialists and contribute to live client engagements and transactions.

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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.