Commercial Associate - Transformative Technology
The Commercial Associate in Transformative Technology at Confidential Client supports the Global Commercial Banking Healthcare, Technology & Sponsors team by delivering analytical research and data-driven insights to enhance client and prospect engagements. This role involves developing market and industry analysis, preparing client presentations, supporting transaction execution, and collaborating across banking teams to design financial solutions. The position emphasizes financial analysis, client relationship support, and cross-functional teamwork within a dynamic banking 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.
Overview
Confidential Client (via Careertakes) is hiring a Commercial Associate to join a Global Commercial Banking team focused on the Technology industry. This role supports commercial banking relationship managers and product partners by delivering data-driven industry research, client-ready pitchbooks and presentation materials, and financial analysis that informs client strategy and deal execution. The position is based in Los Angeles, CA and supports in-office collaboration with flexibility as appropriate for role needs.
What You’ll Do
- Support analysis of market and industry data to uncover insights for client/prospect meetings, pitchbooks, and relationship reviews.
- Prepare client presentations, pitch materials and relationship summaries with Relationship Managers and Market Executives.
- Use financial statements and cash flow analysis to evaluate company performance and industry trends.
- Produce economic and market insights and data visualizations that help tell a clear story for internal and client-facing interactions.
- Observe and support credit approval and treasury solutions processes to understand product capabilities and packaging requirements.
- Coordinate with product specialists (Credit, Treasury Management, FX, Wealth Management, Investment Banking) during transaction execution and client coverage.
- Monitor client activity, perform portfolio optimization analyses, and surface expansion opportunities.
- Support internal idea generation and contribute to execution for transactions and business development activities.
Required Qualifications
- Minimum of two years of professional or business experience (financial services or related analytical roles preferred).
- Strong analytical thinking and financial modeling skills.
- Proficiency in Microsoft Excel and PowerPoint; comfortable preparing client-ready slides and financial models.
- Excellent written and verbal communication skills; able to summarize analysis clearly for client and internal audiences.
- Strong attention to detail and organizational skills; able to manage competing priorities.
- Ability to work collaboratively across teams and with senior relationship managers.
- Familiarity with corporate financial statements and cash flow interpretation.
Preferred Qualifications
- Prior internship or entry-level role in financial services, commercial banking, or corporate finance.
- Bachelor’s degree in accounting, finance, economics or a related field.
Skills
- Financial analysis & modeling
- Data visualization and trend analysis
- Client presentation and pitchbook development
- Relationship building and client management
- Market and industry research (Technology sector focus)
- Project and pipeline management
- Risk awareness and credit process observation
- Business development support and referral identification
Compensation & Benefits
- Salary range: $85,000 - $125,000 annual (offers determined by experience, education and skill set).
- Discretionary incentive eligible (annual awards based on performance and business results).
- Benefits eligible: industry-leading benefits, paid time off and resources to support wellbeing and career development.
Schedule & Location
- Location: Los Angeles, CA (on-site/in-office expectations to support collaboration and development).
- Shift: 1st shift (United States).
- Hours per week: 40 (full-time). Contract employment classification may apply per posting.
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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