Corporate & Investment Banking Client Coverage Associate

BBVA MÉXICO; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

BBVA MÉXICO is hiring a Corporate Banking Associate in the United States (New York) to support Relationship Managers. You will help source, structure, and market banking products to corporate clients, especially in Construction and Real Estate, coordinating with teams across the USA, Latin America, Europe and Asia.

You will assist in transaction execution, risk analysis, and client presentations while interacting with Credit, Legal, Operations and other departments.

Qualifications

• Bachelor's degree required; 4+ years of work experience expected.
• MBA is preferred but not required.
• Fluency in English and Spanish is desirable.
• Strong analytical and financial modeling skills are essential.
• Advanced Excel, PowerPoint and AI-enabled tools proficiency.

Responsibilities

• Marketing and deal execution: respond to client needs and coordinate closings.
• Prepare for client meetings with materials and call plans.
• Research and evaluate potential new client relationships.
• Risk analysis: prepare ROA-related analyses and cash flow projections.
• Economic/credit risk assessment and SWOT analyses for committees.
• Internal coordination with product teams and regional offices.
• Information management: summarize analyses and maintain reports.

Skills

Financial modeling

English and Spanish

Excel

PowerPoint

AI-enabled tools

Construction & Real Estate knowledge

Education

Bachelor's degree

MBA

Job description

Excited to grow your career?

BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.

About the job:

Summary of Responsibilities:

A Corporate Banking Associate is a member of a client-facing team within BBVA's Corporate & Investment Banking division. The Associate's primary responsibility is to support Relationship Managers in developing, marketing, and delivering the bank's wide range of products and services to corporate clients, primarily within the Construction and Real Estate sectors. The Associate will coordinate closely with Relationship Managers and product partners across the United States, Latin America, Europe and Asia to support transaction execution, including proposal preparation and liaising with Risk, Portfolio Management, Legal, Operations, and Finance teams.

Major/Essential Job Duties:

Marketing and Deal Execution

• Identify and understand client needs, promptly responding to all client requests.
• Coordinate transaction closings, including management of all documentation and follow-up.
• Prepare for client meetings, including presentation materials, background information and call plans.
• Research and evaluate potential new client relationships.

Risk/Reward Analysis and Decisions

• Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc.
• Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America.
• Participate in Credit Committees jointly with Relationship Managers.

Internal Coordination and Problem Solving

• Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash Management, and the various teams in Europe, Latin America and Asia.
• Coordinate internal procedures with the Credit, Operational and Legal departments.
• Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development.

Information Management and Reporting

• Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts.
• Ensure integrity of domestic/global profitability information gathering for internal team reporting.
• Maintain the Customer Relationship Management system for pipeline and profitability reporting.

Level of Complexity and Risk Involved:

The Associate position requires a high level of involvement and responsibility. Associates are responsible for a substantial amount of in-depth analysis and research and play a crucial role in deal execution and interaction with clients, especially as it relates to opportunities in Latin America and Europe.For the clients and workstreams they support, Associates play a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank.

Scope of Duties:

Associates play a critical and indispensable role as members of the Corporate Banking team. Associates support Global Relationship Managers in day-to-day activities, from client and industry analysis to working on live transactions and deal execution. Associates are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables.

Additional expectations within the scope of the Associate role:

• Ability to interact and communicate effectively in English and Spanish (preferred but not required) with internal and external clients.
• Strong knowledge of finance and accounting.
• Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail).
• Successful interaction with the various product groups and colleagues in the USA and abroad.
• Ability to work under pressure.
• Develop solid knowledge of corporate banking products and services in the USA as well as transactional banking products and services in Latin America.
• Strong work ethic and high degree of proactiveness.

Skills, Knowledge, and Abilities/Competencies:

Technical Skills:

• Bachelor's degree with 4 years minimum of work experience; MBA (preferred but not required).
• Fluency in English and Spanish (preferred but not required).
• Strong analytical and financial modeling skills.
• Interest in and/or knowledge of the Construction and Real Estate sectors is highly valued. Prior experience in either sector is preferred but not required.
• Advanced proficiency in Excel, PowerPoint, and AI-enabled tools to support analysis, research, content preparation, and day-to-day efficiency; Reuters an