Senior Analyst, IB Corporate Finance

Fifth Third Bank Charlotte , NC 28201

Posted 3 weeks ago

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.


This is a combined senior investment banking analyst and coverage role, serving Fifth Third relationships with customized investment banking and other capital markets solutions. Qualified candidates will continue building their analytical capabilities on a solid, pre-existing foundation of deal experience, and also grow into a business development role earlier than the typical investment banking analyst or associate.

Leverages the experience gained as Investment Banking Analyst or similar background to provide a deep understanding and knowledge of corporate finance, with the ability to perform a wide range of complex analytical, valuation and financial modeling analyses with minimal supervision.

Requires the ability to not only move beyond the initial processing of information, but to "connect the dots" by applying the information towards specific client needs. Assumes responsibility for driving the pitch origination, as well as supporting the originations coverage activities along with the senior team members. Provides oversight, training and development of junior analysts across the group. Exhibits strong work ethic and is proactive in assuming additional responsibilities. Excels in providing detail-oriented analytical support, and gains product and market knowledge required for development into an Associate role.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.


  • Independently create proprietary and sophisticated analytics and insights covering corporate finance subject matters such as valuation, optimal capital structure, WACC analysis, debt capacity and refunding analysis, strategic alternatives, and accretion/dilution, among other areas aligned with clients' strategic objectives

  • Apply in-depth knowledge of the concepts of accounting, corporate finance, capital markets and credit needed to provide expert analytical support

  • Build and understand complex company financial models and independently analyze performance and credit trends to provide recommendations supporting capital markets opportunities

  • Exhibit high attention to detail and discipline to check work to produce error free and properly formatted work on a consistent basis with minimal oversight

  • Proactively and independently develop high quality pitch materials that effectively address clients' strategic opportunities and deliver to senior bankers in complete or near complete form

  • Contribute to the development of proprietary content and analysis providing bankers and clients with insights into market, industry and product trends

  • Support the detailed reporting in CRM to effectively track opportunities and team activity

  • Assist in direct coverage and support of Fifth Third middle market bankers, customers and prospects

  • Demonstrate ability to accommodate multiple projects and tasks under client driven deadlines and communicate effectively on project status with team members

  • Develop good working relationships with peers and seniors in Capital Markets and the rest of the organization

  • Take on added responsibility to train, develop and mentor junior bankers and provide feedback in a constructive manner

  • Achieve business goals while demonstrating the bank's core values and risk behaviors


  • None


  • 1-3 years of investment banking, capital markets, corporate finance, or corporate banking coverage experience

  • Bachelor's degree required; degree in Finance or Accounting and 3.5 GPA preferred

  • Exhibit strong work ethic, passion for excellence, and high energy while conducting oneself in a professional manner

  • Ability to excel in both team and self-directing settings

  • Excellent presentation skills, both oral and written, including good working knowledge of PowerPoint

  • Strong analytical skills and good working knowledge of financial modeling in Excel

  • Strong interpersonal skills and ability to influence others

  • Ability to travel 2-4 days per month

  • Series 79 and Series 63 license

  • Inclination towards business development, origination, or coverage career track (however, the position may allow for a lateral transfer to a traditional analyst or associate role in the future)

All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All

job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job

proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or

requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor,

subject to reasonable accommodation.

Senior Analyst, IB Corporate Finance

LOCATION -- Charlotte, North Carolina 28202

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Finance Senior Manager For Corporate Properties

Wells Fargo

Posted 4 days ago

VIEW JOBS 5/21/2020 12:00:00 AM 2020-08-19T00:00 Job Description About Wells Fargo Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investments, mortgage, and consumer and commercial finance through more than 7,400 locations, 13,000 ATMs, the internet ( and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Enterprise Finance Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include Corporate Finance; Corporate Controllers, Corporate Treasury; Corporate Development; and Data Management and Insights. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, and leaders of the company's financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. They also maintain and enhance risk and financial controls. Within Enterprise Finance, the COO Finance team provides financial support for the Chief Operating Officer of Wells Fargo. This includes a broad group of enterprise level functions such as Operations, Global Delivery, Strategic Sourcing, Customer Excellence, Third Party Management, Business Continuity and Resiliency, Corporate Properties, and several other enterprise-level operating groups. The Position Finance Leader for Corporate Properties, responsible for all financial matters associated with Wells Fargo's multi-billion dollar Corporate Real Estate and property management activities globally. The incumbent will lead a team of 15-20 people directly and partner with the Executive of Corporate Properties and his team to ensure disciplined financial management. In addition to the direct reports, the leader will also leverage resources from the Finance Centers of Excellence for financial planning and analysis, expense management, and cost allocation to accomplish work. This leader will be expected to actively contribute to discussions and idea generation with senior management and have a deep understanding of the various businesses activities in the Corporate Properties Group. The position reports directly to the Corporate Finance Leader for the Chief Operating Office organization. Responsibilities include: * Lead all financial matters in support of Wells Fargo's Corporate Properties Group activities - financial planning and analysis, expense management, cost allocation and recovery, business case development for projects, acquisitions and divestitures, monthly financial reporting, resource planning, executive presentations, and analytics to support financial strategy. * Build a strong relationship with the executive leader of Corporate Properties and his team and earn their trust by partnering with them to support strategic objectives, providing credible challenge to enhance the outcomes. Create a regular cadence for engagement and interaction, provide simple yet effective financial information at the right level of detail for the audience, ensure the business strategy is appropriately captured in the financial forecast, and drive informed financial decisions. * Drive financial accountability - Create financial pro formas to support business strategies. Ensure strategic decisions are based on sound financial analysis and credible assumptions. Follow up to ensure plans remain on budget and on schedule. Hold leaders accountable to achieving results. * Collaborate with peers across Corporate Finance to improve enterprise level financial activities such as standardization of reporting, cost allocation methodology enhancements, business and operational reviews, legal entity reporting, and other enterprise initiatives. As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will: * Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them. * Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks. Required Qualifications * 5+ years of management experience * 10+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting Desired Qualifications * A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting * Demonstrated success and mastery managing in a matrixed environment Other Desired Qualifications * Significant prior experience in corporate Real Estate finance at both the strategic and operational level in organizations with similar size and scale to Wells Fargo. * Expert knowledge of Real Estate project accounting including rules for capitalization and amortization, accounting treatment for right of use assets, and other financial rules and regulations associated with owned and leased Real Estate. * Ability to synthesize and effectively communicate complex financial concepts to a variety of audiences through excellent written and presentation skills * Embraces change and leads the organization to adopt change in a manner that mitigates risk and creates alignment of people and activities to key priorities. * Proven ability to attract, develop, and retain a highly engaged, high performing, and diverse team * A leader who operates with a collaborative management style, is execution-focused, results oriented and has a demonstrated ability to work in a matrixed organization Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Wells Fargo Charlotte NC

Senior Analyst, IB Corporate Finance

Fifth Third Bank