What You’ll Do

• Serve as a trusted partner to deal teams, supporting the origination and execution of client transactions end-to-end.

• Take ownership of client activities and transaction milestones, ensuring timely and accurate completion of all steps in the deal lifecycle.

• Join due diligence calls, coordinate follow-up actions, and help manage the deal pipeline.

• Collaborate with compliance, legal, credit, research, finance, and business management teams to ensure smooth execution and strong controls.

• Oversee the approval process for transactions, ensuring all requirements are met.

• Partner with KYC and operations teams to facilitate onboarding and ongoing client needs.

• Identify and implement ways to streamline processes, reduce administrative work, and improve efficiency for the team.

• Monitor deal controls, address issues proactively, and ensure all milestones are achieved on time.

• Communicate clearly and professionally in both English and Spanish.

What We Offer You

• The opportunity to work in a fast-paced, high-impact environment with exposure to senior leaders and clients.
• A culture that values teamwork, learning, and continuous improvement.
• Support for your professional growth through training, mentorship, and hands-on experience.
• The chance to make a real difference by helping clients achieve their goals and driving business success.

What We’re Looking For

• Experience with investment banking products such as mergers and acquisitions, equity or debt capital markets, or loans.
• Strong relationship-building skills and comfort interacting with clients and senior executives.
• Self-motivation, ownership, and the ability to work independently and as part of a team.
• Flexibility to manage multiple priorities and adapt to change.
• Strong decision-making and problem-solving skills.
• Proactive, dependable, and detail-oriented approach to work.
• Excellent written and verbal communication skills in English and Spanish.
• Experience in relationship management, sales, or deal execution is a plus.