Liquidity Associate

Jobtailor; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

Jobtailor is seeking a proactive professional to support the Americas business in corporate banking and transaction services. You will coordinate meetings, manage financial operations, and prepare liquidity and pricing materials for client presentations.

The role involves producing executive reports, dashboards, and KPIs, while analyzing client trends and business performance to drive improvements. fluency in English and Spanish preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, Data Analytics, Engineering, or related field.
• 3–4 years of experience in Corporate Banking, Investment Banking, Financial Services, Consulting, business management, or related analytical role.
• Interest in Transaction Banking, liquidity management, treasury products, innovation, or Corporate & Investment Banking.
• Ability to manage multiple priorities and deliver high-quality work in a dynamic environment.
• Advanced proficiency in Excel (PivotTables, lookups, advanced formulas, data analysis, dashboards).
• Advanced proficiency in PowerPoint and executive-level presentation preparation.
• Strong reporting, analytical, and data-management skills.
• Proficiency in Word, Outlook, Teams, and productivity tools.
• Familiarity with AI platforms like Copilot, ChatGPT, Gemini, Claude, or similar tools.
• Fluency in English and Spanish (written and spoken).
• Familiarity with Power BI, Tableau, Bloomberg, CRM platforms, or workflow automation tools is a plus.
• Exposure to Corporate & Investment Banking products such as liquidity, deposits, cash management, treasury, or funding products is preferred.

Responsibilities

• Support the Head of Customer Funding Desk in managing the Americas business.
• Coordinate meetings, communications, projects, calendars, and action items.
• Maintain business documentation, procedures, records, and audit-ready files.
• Support daily operational workflows, transaction booking, settlement, and reporting.
• Produce management reports, dashboards, pipeline updates, KPIs, and executive presentations.
• Analyze sales activity, deposit balances, revenues, client trends, and business performance.
• Coordinate daily renewal of customer funding transactions.
• Prepare liquidity proposals, pricing materials, client pitches, and product presentations.
• Support client onboarding, internal approvals, opportunity tracking, and commercial research.
• Monitor pending transactions, renewals, and operational exceptions.
• Promote responsible AI use and automate administrative and reporting tasks.
• Support innovation, process improvements, dashboards, templates, and workflow enhancements.
• Coordinate regional and global CFD projects, tracking deliverables, deadlines, dependencies, and action plans.

Skills

Data Analysis

Transaction Booking

Settlement

KPI Reporting

Liquidity Management

Financial Services

Client Onboarding

Opportunity Tracking

Process Improvements

Dashboard Preparation

Excel

Power BI

Education

Bachelor's degree in Finance, Economics, Business Administration, Data Analytics, Engineering, or related field

Tools

Power BI

Tableau

Bloomberg

CRM Platforms

Workflow Automation Tools

AI Platforms

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft Teams

Job description

• Support the Head of Customer Funding Desk in managing the Americas business
• Coordinate meetings, communications, projects, calendars, and action items
• Maintain business documentation, procedures, records, and audit-ready files
• Support daily operational workflows, transaction booking, settlement, and reporting
• Produce management reports, dashboards, pipeline updates, KPIs, and executive presentations
• Analyze sales activity, deposit balances, revenues, client trends, and business performance
• Coordinate daily renewal of customer funding transactions
• Prepare liquidity proposals, pricing materials, client pitches, and product presentations
• Support client onboarding, internal approvals, opportunity tracking, and commercial research
• Monitor pending transactions, renewals, and operational exceptions
• Promote responsible AI use and automate administrative and reporting tasks
• Support innovation, process improvements, dashboards, templates, and workflow enhancements
• Coordinate regional and global CFD projects, tracking deliverables, deadlines, dependencies, and action plans

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, Data Analytics, Engineering, or a related field
• Approximately 3–4 years of experience in Corporate Banking, Investment Banking, Financial Services, Consulting, business management, or a related analytical role
• Interest in Transaction Banking, liquidity management, treasury products, innovation, or Corporate & Investment Banking
• Ability to manage multiple priorities and deliver high-quality work in a dynamic environment
• Advanced proficiency in Microsoft Excel, including PivotTables, lookups, advanced formulas, data analysis, and dashboard preparation
• Advanced proficiency in Microsoft PowerPoint and executive-level presentation preparation
• Strong reporting, analytical, and data-management skills
• Proficiency in Microsoft Word, Outlook, Teams, and standard productivity tools
• Working knowledge of AI platforms such as Microsoft Copilot, ChatGPT, Gemini, Claude, or comparable enterprise-approved tools
• Fluency in English and Spanish, written and spoken
• U.S. employment eligibility required; BBVA will not pursue visa sponsorship
• Familiarity with Power BI, Tableau, Bloomberg, CRM platforms, or workflow automation tools is a plus
• Exposure to Corporate & Investment Banking products, liquidity, deposits, cash management, treasury, or funding products is preferred

Core Competencies

Demonstrates expertise in managing customer funding transactions, financial analysis, and operational workflows while supporting innovation and process improvements. Proficient in advanced data analysis and reporting, with strong presentation skills for executive-level communication.

Highest-signal resume keywords

• Advanced Proficiency In Microsoft Excel
• Advanced Proficiency In Microsoft PowerPoint
• Strong Reporting And Analytical Skills
• Fluency In English And Spanish
• Experience In Corporate Banking

ATS Optimization Keywords

Hard Skills

• Data Analysis
• Transaction Booking
• Settlement
• KPI Reporting
• Liquidity Management
• Financial Services
• Client Onboarding
• Opportunity Tracking
• Process Improvements
• Dashboard Preparation

Soft Skills

• Ability To Manage Multiple Priorities
• High-Quality Work Delivery
• Communication Skills

Industry Keywords

• Corporate Banking
• Investment Banking
• Financial Services
• Treasury Products
• Cash Management
• Funding Products
• Liquidity Management

Tools & Technologies

• Microsoft Word
• Microsoft Outlook
• Microsoft Teams
• Power BI
• Tableau
• Bloomberg
• CRM Platforms
• Workflow Automation Tools
• AI Platforms