Analyst - Corporate & Specialty Banking
6 - 10 years
Chicago, IL
Full-time
Hybrid
1 month ago
About the role
What You’ll Do
The Corporate & Specialty Banking Analyst will support the confidential client’s Corporate Banking team with ongoing client coverage and credit-related activities. This is an entry-level, developmental role ideal for candidates pursuing a career in relationship management, credit, portfolio management, or capital markets.
Qualifications
Basic qualifications (required)
Preferred qualifications
Keywords (for search/SEO): corporate banking analyst, commercial banking analyst, credit analysis, relationship management, underwriting, financial analysis, Series 79, Series 63, Excel, industry research, portfolio management.
Compensation & Benefits
Location & Work Arrangement
Legal & Work Authorization
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.
The Corporate & Specialty Banking Analyst will support the confidential client’s Corporate Banking team with ongoing client coverage and credit-related activities. This is an entry-level, developmental role ideal for candidates pursuing a career in relationship management, credit, portfolio management, or capital markets.
- Support Corporate Banking coverage teams and product partners in preparing client and internal presentations, proposals, and pitch materials.
- Conduct industry and market research to inform target market identification, product suitability, and competitive positioning.
- Perform corporate finance and credit/return analysis to support deal structuring and portfolio reviews.
- Assist credit underwriting teams in preparing deal approval materials and portfolio analysis requests.
- Maintain accurate client and account information across internal bank systems and CRM platforms.
- Collaborate with internal partners including product partners, credit underwriting, credit administration, and capital markets.
- Perform other duties as assigned to support relationship and portfolio objectives.
Qualifications
Basic qualifications (required)
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 0–2 years of experience in underwriting, commercial banking, credit analysis, or a financial analyst program.
- FINRA Series 79 and 63 (or required combination) obtained or ability to obtain within 4 months of hire.
- Strong proficiency with Microsoft Excel and the Microsoft Office suite.
- High level of attention to detail, strong written and verbal communication skills, and professional presentation ability.
Preferred qualifications
- 1–3 years of experience in a regional or national bank analyst program with credit training.
- Experience with financial institutions, insurance, broker-dealers, clearing houses, IRAs, or Financial Institution Groups.
- Prior exposure to commercial/relationship management or capital markets support functions.
Keywords (for search/SEO): corporate banking analyst, commercial banking analyst, credit analysis, relationship management, underwriting, financial analysis, Series 79, Series 63, Excel, industry research, portfolio management.
Compensation & Benefits
- Pay range (base): $49,925 – $100,000 annually. Actual compensation will vary based on location, experience, education, and other lawful factors.
- Colleagues may be eligible for incentive/bonus programs where applicable.
- Benefits typically include health insurance, wellness programs, life and disability insurance, retirement savings plan, paid leave, paid holidays, and paid time off (PTO). Final benefit eligibility and details are provided by the hiring manager/our client.
Location & Work Arrangement
- Primary work location: Illinois Medical District / Chicago, IL (60684). Position is classified as Office-based with potential flexible/hybrid arrangements determined by the hiring team.
- JobLocationType: Telecommute/Hybrid options may be possible for certain roles — specific work arrangements will be communicated by the hiring team.
- Exempt status: Exempt (not eligible for overtime pay).
Legal & Work Authorization
- Applicants must currently be authorized to work in the United States on a full-time basis. The confidential client will not sponsor applicants for employment-based immigration visas for this position (including F-1 OPT, H-1B, O-1, TN, E-3, etc.).
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.
Skills
Software Development