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Investment and Corporate Bank Deal Services
3 months ago
The Deal Services team in the Corporate and Investment Bank (CIB) partners closely with external and internal stakeholders, including clients and client legal counsels, bankers and deal team leads, credit, legal, compliance and business management to provide e ffi cient and timely support with the execution of live deals.
As a member of the team, your goal will be to assist Corporate and Investment Banking product and coverage teams by providing consistent, high quality deal support and client service.
- Providing operational support during the execution of investment and corporate banking transactions across Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, and Lending
- Quarterbacking key milestones in the deal lifecycle: creating deal folders, managing the conflicts submission process, sanctions screening, conducting Counterparty Due Diligence, Environmental and Social Risk Assessment, and client due diligence/Know Your Client processes etc.
- Partnering with the Wholesale KYC Operations (WKO) Client Office, Bankers and Compliance teams to assess documentation requirements for new client legal entity onboarding and new business implementation
- Assisting in audit / regulatory reviews, controls issue resolution and reporting
- Assist in the execution of strategic projects and process improvements
- Deploy solutions to improve client experience e.g., use of data and analytics to evaluate and quantify Client Experience
- Navigate the firm on behalf of clients and bankers; coordinate with different business groups and facilitate discussions
- Previous experience and sound knowledge of investment banking products (Acquisition and Leveraged Finance, Debt Capital Markets, Mergers & Acquisitions, and Equity Capital Markets) as well as Corporate Banking products and processes
- Comfortable dealing with clients/senior executives on a regular basis
- Highly selfmotivated to work independently and on broad based teams that cross Lines of Business
- Ability to work under pressure and tight deadlines
- Excellent verbal, written and interpersonal communication skills
- Strong decision making capabilities and the ability to identify problems and drive to resolution
- Strong Microsoft Office skills including Excel and PowerPoint
- Advanced work experience preferred with a background in sales/client service and project management is a plus
- German or other European languages would be beneficial
Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
