Title:  Associate, Technology Corporate Banking - San Francisco

Requisition ID: 174516

 Salary Range: 135,000.00 - 155,000.00 

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Associate, Technology Corporate Banking - San Francisco 

Scotiabank

Incorporated in 1832, Scotiabank has a rich history as a trusted bank with a strong balance sheet, high credit quality, and a 190-year legacy, all backed by our talented team of Scotiabankers. A top-five universal bank in each of our core markets, and a top-10 foreign bank organization (FBO) in the U.S., Scotiabank is committed to delivering superior advice and services to help our clients get ahead.

The Technology Corporate Banking team sits within Scotiabank’s broader Global Banking & Markets organization (“GBM”), which provides a full range of investment banking, credit, and risk management products and services relevant to our clients' financing and strategic development needs.

Global Banking and Markets 

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. 

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.  

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries!  We work together to drive ambition for every future! 

Overview:

Relationship Management roles within Technology Corporate Banking are responsible for acquiring, orchestrating, and growing client relationships, consulting on and cross-selling the entire Scotiabank platform, and partnering with our Investment Banking and Capital Markets teams to address client business needs. Core responsibilities include new business development, expansion of existing relationships, and originating, advising on, and negotiating financing solutions for scaled private and public Technology Corporate Banking clients.

Position Highlights: 

As an Associate on our team, you will be responsible for assisting Managing Directors and Associate Directors with the origination of new clients, the relationship management of bank clients, the delivery of core banking products (i.e., debt financing, treasury management, foreign exchange, etc.), and broader Scotiabank financial services. As a member of one of the Bank's fastest-growing and most dynamic groups, you can expect numerous opportunities to demonstrate growth, initiative, and intellect.

What You’ll Do:

• Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue.
• Relationship management and cross-collaboration includes:
  • Coordinating with the various product groups and industry team within GBM
  • Developing and maintaining effective industry relationships with clients
• Provide day-to-day support, which includes:
  • Execute a range of corporate finance related tasks including: financial analysis, building and analyzing advanced financial models (including standalone, DCF, and LBO models) industry research, due diligence, etc.
  • Maintain and design internal materials (excel, PowerPoint) on the corporate finance, strategic investment and industry related trends for comparative analysis and presentation
  • Draft and prepare pitch books and marketing materials
  • Prepare internal documents, including deal committee memos and credit memos
  • Analyze, process, and execute credit requests
• Develop recommendations for the appropriate course of action based on analysis, internal policies/procedures, and the Bank’s risk appetite 
• Review loan documentation and update internal systems with pertinent transaction/facility details and conduct regular monitoring of credits/client relationships via annual and quarterly reviews
• Provide day to day account management support for several client relationships
• Expand on sector/industry and Bank product knowledge to identify trends and cross-selling opportunities within sector 
• Assist with various ad-hoc tasks including conducting industry reviews, validating/providing internal compliance documentation, update internal reports for management 
• Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage and other leadership skills) and providing real-time positive and constructive feedback to support their development 
• Actively partner with group leaders and broader team to build team dynamics and engagement across teams
• Actively contribute to a high performance and inclusive work environment

What You’ll Bring:

• Completed Undergraduate degree in Business, Finance, Accounting, Math, Engineering, Economics, Science or Technology
• 3-6 years of relevant experience within Corporate Banking or Corporate Finance in accounting firm is preferred.
• Master’s degree, MBA, CFA, or other relevant professional designation/experience 
• Strong written and verbal communication skills
• Financial modelling skills and accounting knowledge
• Strong computer skills including the use of MS Office, Excel, Word, PowerPoint
• Superior organization skills
• Maintain a professional approach in all client interactions
• High attention to detail with a sense of urgency appropriate to the situation
• Strong time management skills and driven to achieve timelines and goals
• Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities

Competencies:

• Strong Relationship builder
• Critical thinker and problem solver
• Proactive and self-motivated
• Accountable
• Collaborative
• Proven team player

Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 

Location(s):  United States : California : San Francisco

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.