Associate Director, Chief of Staff U.S. Corporate Banking

Scotiabank; New York (NY); On-site; USD 185,000; Full time

Job summary

A leading bank in the Americas is seeking an Associate Director, Chief of Staff for its U.S. Corporate Banking division. This pivotal role focuses on managing client relationships, conducting financial analyses, and preparing marketing materials. Successful candidates will possess strong financial acumen, excellent communication skills, and a commitment to a high-performance culture. Joining Scotiabank means becoming part of a dynamic and inclusive team dedicated to achieving results.

Qualifications

• 3-4 years of experience in corporate banking, accounting, or finance.
• Strong financial and accounting skills, with proficiency in financial modeling and computer literacy.
• Excellent written and verbal communication skills.

Responsibilities

• Champion a customer-focused culture to deepen client relationships.
• Conduct detailed financial analysis and modeling.
• Assist in preparing marketing materials for clients.

Skills

Financial Modeling

Accounting Skills

Communication Skills

Negotiation skills

Client Relationship Management

Education

MBA

CFA

Job description

Associate Director, Chief of Staff U.S. Corporate Banking

Join to apply for the Associate Director, Chief of Staff U.S. Corporate Banking role at Scotiabank

Associate Director, Chief of Staff U.S. Corporate Banking

13 hours ago Be among the first 25 applicants

Join to apply for the Associate Director, Chief of Staff U.S. Corporate Banking role at Scotiabank

Requisition ID: 226892

Salary Range: 185,000.00 - 185,000.00

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.

Title: Associate Director, Chief of Staff U.S. Corporate Banking

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

The Associate Director is responsible for working closely with the Directors and Managing Directors to assist in all aspects of marketing clients, including, coordinating activities with other groups as well as, preparing pre-meeting analysis and marketing materials and preparing post-meeting analysis and client follow up. The individual will work closely with the respective Director/Managing Director to manage client relationships in the United States. The Associate Director will also be responsible for handling credit related activities including completion of credit presentations, structuring loan transactions, performing due diligence, negotiating documentation, guiding an Associate, and monitoring compliance and industry trends.

What You’ll Do

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Perform client and prospect research, including industry analysis and company due diligence.
• Assist in preparation of marketing material for client calls, including Salesforce information and working with other groups to put together pitch material.
• Assist in preparation of post-meeting follow up, including preparation of call reports and follow up material that may be required as a result of information discussed during client calls.
• Analyze material associated with new and existing client/prospect opportunities, including return analysis, deal due diligence and documentation review.
• Actively participate in client meetings along with Managing Directors and Directors and over time manage all client relationship activities on a select portfolio of accounts.
• Assist in the preparation of pre-approval memos, and other client related documents
• Assist Team Leader in preparation of portfolio analysis, prospect identification and product opportunities
• Structure, analyze and perform due diligence on transactions that vary in complexity
• Develop recommendations for the appropriate course of action and prepare credit submissions for adjudication by Global Risk Management
• Analyze client forecasts and models
• Execute amendment requests and review legal documentation
• Develop and maintain effective industry relationships with clients, other lenders, and legal counsel
• Coordinate with various product groups within GBM
• Expand industry and product knowledge
• Assess credit requirements of existing and prospective clients
• Ensure credit files, agreements and security documents are complete and up to date
• Provide day to day account management support
• Monitor and follow for client compliance
• Assist with the preparation of marketing pitches
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
• Mentor and coach more junior staff
• Champions a high-performance environment, mentor and coach junior staff and contributes to an inclusive work environment.
  
  

What You’ll Bring

• 3–4 years of experience in corporate banking, accounting, or finance.
• MBA, CFA, CA designation, or equivalent financial background.
• Strong financial and accounting skills, with proficiency in financial modeling and computer literacy.
• Excellent written and verbal communication skills.
• Demonstrated initiative, creativity, and sound judgment in complex, unstructured environments.
• High level of commitment and strong teamwork orientation.
• Business or professional training required.
  

Role Expectations

• Conduct detailed financial analysis and modeling to assess facility viability and pricing alternatives.
• As experience grows, expected to work more independently and manage routine account matters.
• Strong credit, documentation, negotiation, and communication skills are essential.
• Must be well-versed in bank policies and current on local regulatory, legal, accounting, tax, insolvency, and operational risk issues.
• Requires mature judgment and broad experience to engage credibly with senior clients, internal stakeholders, and industry peers.
• Ability to manage transactions under tight deadlines and adapt to evolving client strategies and market conditions.
  
  

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 : New York : New York City

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.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Banking

Referrals increase your chances of interviewing at Scotiabank by 2x

Get notified about new Chief of Staff jobs in New York, NY.

Brooklyn, NY $190,000.00-$230,000.00 2 weeks ago

New York, NY $150,000.00-$150,000.00 2 hours ago

New York, NY $200,000.00-$235,000.00 3 months ago

New York, NY $165,000.00-$215,000.00 2 weeks ago

New York, NY $140,000.00-$180,000.00 1 month ago

Brooklyn, NY $140,000.00-$180,000.00 1 month ago

New York, NY $120,000.00-$150,000.00 1 month ago

Chief of Staff (Right-Hand to the General Manager) – VIE (All Genders)

Deputy Chief of Staff, Office of the Director

Manhattan, NY $100,000.00-$110,000.00 11 months ago

Chief of Staff - Director, Strategy Execution

New York, NY $140,000.00-$150,000.00 1 month ago

New York City Metropolitan Area 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.