Banking Support Analyst - Team Lead

Natixis Corporate & Investment Banking; New York (NY); On-site; USD 140,000 - 170,000; Full time

Job summary

The Natixis Corporate & Investment Banking Banking Support Group in New York seeks a VP-level Banking Support Analyst to lead the team, drive operational excellence across the deal lifecycle, and serve as a liaison for senior leadership. This role centers on scaling the internal deal pipeline, Bizcom prep, and secure handoffs to Portfolio Management.

Located in our New York office, you will oversee data integrity, coordinate with Front Office, KYC, and IT, and collaborate with Middle Office and

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related field.
• 1–5 years of corporate lending support or related experience.
• Solid understanding of wholesale banking products and credit lifecycle processes.
• Strong analytical, problem-solving, and attention to detail.
• Proven ability to manage multiple complex transactions under tight deadlines; strong Excel/PowerPoint.

Responsibilities

• Partner with Origination to capture deal opportunities in Singular/Nat1 including deal descriptions and NBI.
• Maintain active deal pipeline with updates to ensure data integrity.
• Liaise with Front Office KYC Support Team in Porto for third-party vetting and periodic reviews.
• Coordinate setup and secure management of folders for MNPI deals with IT.
• Coordinate Bizcom forms and data-quality checks; prepare climate risk sections for memos.

Skills

Analytical skills

Problem-solving

Attention to detail

Organizational skills

Leadership potential

MS Excel

PowerPoint

CRM systems (Salesforce)

Power BI

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Salesforce

Power BI

MS Excel

PowerPoint

Job description

The Banking Support Group is a newly established, high-impact team of three dedicated to delivering premier operational support to Banking Front Officers across the entire deal lifecycle—from origination to closing.

This vital team is responsible for facilitating essential operational processes related to Singular (our internal deal pipeline and management system), Business Committees, deal closing, and operational booking, as well as ensuring a seamless handover to Portfolio Management.

The Banking Support Group collaborates closely with various Front Office teams, including:

• Real Assets: Aviation, Infrastructure, Energy, and Real Estate
• Investment Banking: Acquisition & Strategic Finance, Debt Capital Markets, and Strategic Equity Capital Markets
• Global Trade
• Coverage & Advisory: Americas and Latin America (LatAm)

As the VP-level Banking Support Analyst, you will serve as the hands-on Team Lead for this growing group. Located in our New York office, you will drive operational excellence, foster team development, and act as a key liaison for senior leadership.

Reporting Lines:

• Primary: Head of Business Management for Investment Banking, Real Assets, and Global Trade
• Secondary: Head of Business Management for Advisory & Coverage Americas
• Team Leadership: Drive cross-functional monitoring of team activities, manage workload distribution, and track performance to ensure an equitable and highly productive environment.
• Talent Development: Build a cohesive, high-performing team by fostering a culture of ownership, autonomy, and continuous professional development.
• Stakeholder & Escalation Management: Proactively identify and elevate key operational issues to Business Management, track their resolution, and clearly communicate outcomes to stakeholders.

Essential Duties and Responsibilities

• Partner with the Origination team to accurately capture deal opportunities within Singular/Nat1 (our internal deal pipeline and Client Relationship Management system), including deal descriptions, structures, team setups, borrower/related party details, facilities, and Net Banking Income (NBI) details.
• Manage the active deal pipeline, ensuring continuous updates to maintain absolute data integrity.
• Liaise with the Front Office KYC Support Team in Porto to guarantee the timely vetting of new third parties and the successful completion of periodic reviews.
• Coordinate the setup and secure management of folders for sensitive or Material Non-Public Information (MNPI) deals, collaborating closely with the IT department.

2. Business Committee Preparation

• Facilitate the preparation of Business Committee (Bizcom) forms within Singular, and coordinate submissions directly with the Bizcom Secretary.
• Perform rigorous data-quality checks on all files prior to Bizcom meetings.
• Assist in preparing climate risk assessment sections for credit memos, partnering with the Enterprise Risk Management (ERM) team.
• Streamline the rating process by inputting audited borrower financial data into the BREF tool.
• Assist in creating new credit applications within the Credit Portal, updating deal information through to final submission.
• For Real Assets transactions, prepare comprehensive Financial Data templates for credit memos, summarizing the financial standing of counterparties, contractors, and offtakers.

3. Deal Booking and Closing

• Facilitate efficient deal booking post-commitment or post-execution by preparing structured deal-closing templates and packages, compiling all required documentation.
• Partner with the Front Office to draft the Covenant Booking Memo (COBOM), summarizing crucial covenants to be monitored by the Middle Office.
• Coordinate directly with the Middle Office and Back Office to execution-book transactions, actively managing and resolving any operational hurdles.
• Manage the post-closing and post-syndication fee approval process with the Front Office.
• Ensure the timely and accurate closing of deals within Singular post-syndication or post-closing.
• Maintain and update the COBOM dynamically in accordance with executed credit agreements.
• Seamlessly coordinate the transfer of deals from the Front Office to Portfolio Management post-closing.

5. Cross-Functional Activities

• Maintain, update, and elevate CIB Natixis client presentation materials and league tables.
• Ensure that transactional tombstones are kept current and properly classified for corporate reporting.
• Monitor credit ratings and the Annual Review Tracker for Global Trade and LatAm portfolios.

Required Qualifications

• Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Experience: 1 to 5 years of experience in corporate lending support, financing transaction support, investment banking operations, or a closely related financial services sector.
• Domain Knowledge: Solid understanding of wholesale banking products, debt structures, and credit lifecycle processes.
• Analytical Skills: Strong analytical capabilities, problem-solving skills, and a rigorous attention to detail.
• Execution Focus: Proven organizational abilities with a track record of managing multiple complex transactions simultaneously under tight deadlines.
• Technical Proficiency: Advanced skills in MS Excel and PowerPoint; hands-on experience with CRM systems (e.g., Salesforce) and Business Intelligence tools (e.g., Power BI) is highly structurally beneficial.
• Soft Skills: Collaborative mindset, exceptional leadership potential, and outstanding written and verbal communication skills.

The salary range for this position will be between $140,000 - $170,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.