Commercial Associate - Transformative Technology
The Commercial Associate in Transformative Technology at Confidential Client supports the Global Commercial Banking team by delivering analytical research and data-driven insights to enhance client and prospect engagements. This role involves financial analysis, market and industry data evaluation, and collaboration with various banking partners to support client solutions and transaction execution. It offers foundational experience in commercial banking operations, client relationship management, and financial product knowledge within a dynamic, team-oriented 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.
Role summary
Confidential Client is hiring a Commercial Associate to support a Transformative Technology-focused team in Global Commercial Banking. This role blends financial analysis, market and industry research, and client-facing support to help grow and service commercial banking relationships. This position is located in San Francisco, CA and includes a competitive salary range and benefits.
What You’ll Do
- Support analysis of market and industry data to develop insights for client and prospect meetings, pitchbooks, and relationship reviews.
- Create client presentations, pitch materials, and relationship reviews in collaboration with Market Executives and Relationship Managers.
- Prepare financial and cash flow analyses to assess company financial condition and industry trends.
- Support credit approval and treasury solutions processes to learn product packaging and approval requirements.
- Coordinate with product and deal teams—domestic and international—during transactions to help drive execution.
- Monitor client activities, perform portfolio optimization, and support efforts to expand client relationships.
- Observe client interactions and internal deal discussions to build practical commercial banking knowledge.
Required Qualifications
- Minimum of two years of professional or business experience.
- Strong analytical thinking and foundational financial modeling skills.
- Proven ability to interpret corporate financial statements and cash flows.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
- Strong attention to detail, organization, and the ability to work independently and in teams.
- Strong interpersonal skills and comfort supporting client-facing teams.
Preferred Qualifications
- Prior internship or entry-level experience in financial services or commercial banking.
- Bachelor’s degree in accounting, finance, economics, or a related field.
Skills & Tools
- Financial analysis & modeling
- Data and trend analysis
- Data visualization (PowerPoint / Excel)
- Client relationship support and client management
- Market & industry analysis (Technology focus)
- Project and pipeline management
- Business development and referral identification
- Familiarity with treasury and credit product workflows
Compensation & Benefits
- Base salary: $85,000 - $140,000 per year (offers determined by experience, education, and skillset).
- Role is eligible for discretionary annual incentive awards.
- This position is benefits-eligible and includes access to paid time off and standard employee benefits offered by the employer.
Location & Schedule
- Location: San Francisco, CA (on-site expectations with role-appropriate flexibility).
- Hours: Full time, typically 40 hours/week.
- Employment type: Contractor (per source) and Full time (per source). Final employment classification will be confirmed by the hiring organization.
How We Recruit (Careertakes)
Careertakes follows third-party recruiting best practices: we screen for role fit, verify basics, and surface matched opportunities only with your consent. If selected, the Confidential Client will make the final hiring decision and manage onboarding.
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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