BUSINESS MANAGEMENT ASSOCIATE JOB DESCRIPTION

A Business Management Associate keeps financial reporting honest and forward-looking. In banking and capital markets, where planning cycles, regulatory requirements, and cross-LOB accountability converge on a single team, this role owns the analytical scaffolding that senior leaders depend on to make spending and headcount decisions. Budget variances get explained here. Governance forums get prepared here. The work spans portfolio finance, vendor management, and risk committee materials, demanding enough command of the numbers to challenge assumptions, not just report them.

As the Business Management Associate, you translate financial and operational data into decisions, serving as the analytical engine behind budget cycles, business reviews, and senior management presentations within a line of business. You work across finance, risk, and technology stakeholders, typically reporting to a Business Manager or COO-function leader, and carry accountability for the accuracy and timeliness of reporting that drives planning across the organization.

Career Impact: Exposure to P&L ownership, headcount governance, and regulatory reporting within a major financial institution builds the cross-functional fluency that distinguishes a future Chief of Staff or COO from a generalist analyst.

Business Impact: Senior leaders across capital markets, asset management, and risk functions rely on the financial and governance materials you produce to make investment, staffing, and strategy decisions that affect the entire line of business.

Growth Opportunity: The role's direct engagement with budget cycles, vendor management, and risk frameworks creates a clear progression toward Business Manager, Finance Manager, or FP&A leadership within two to four years.

• Prepare monthly financial reports and variance analyses covering revenue, expenses, headcount, and balance sheet accruals for line-of-business leadership.
• Coordinate annual budgeting and intra-year forecasting cycles, including tracking of value drivers and scenario analysis for senior stakeholders.
• Develop governance materials including risk committee presentations, business reviews, and town hall content for executive and regulatory audiences.
• Manage vendor relationships by reviewing contracts, validating invoicing accuracy, and partnering with sourcing teams on rate negotiations and role fulfillment.
• Monitor headcount approval workflows and contractor data integrity across workforce tracking systems to ensure accurate reporting to global teams.
• Support regulatory remediation projects by maintaining documentation, tracking milestones, and escalating issues that carry cross-risk management impact.
• Analyze business performance against plan and identify opportunities for operational or financial improvement, delivering recommendations to senior management.

• Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent work experience.
• 3 or more years of business management, financial analysis, or COO-function experience, with exposure to a banking or capital markets environment.
• Demonstrated ability to build financial models, analyze variance against plan, and translate results into concise executive presentations.
• Proven experience managing multiple deliverables under tight deadlines, including annual planning cycles and recurring governance reporting.
• Strong written and verbal communication skills, with the ability to present complex financial information clearly to senior management.
• Proficiency in financial reporting workflows, including balance sheet accruals, invoice validation, and GL account reconciliation.
• Sound project management skills, including milestone tracking, issue escalation, and cross-functional coordination across global teams.

• Experience in a Prime Finance, Asset Management, or Risk Management function within a global financial institution.
• Familiarity with vendor management operations, including contract lifecycle review, staff augmentation sourcing, and spend threshold management.
• Exposure to regulatory reporting requirements or new business initiative governance frameworks within a regulated financial environment.
• Bilingual proficiency, particularly Spanish, supporting regional coverage in Latin American or EMEA markets.

• Monthly financial close accuracy rate, measuring the percentage of accruals and GL submissions processed without restatement.
• Governance material on-time delivery rate, tracking how consistently committee and review packages meet standing deadlines.
• Headcount data integrity score, reflecting accuracy of workforce tracking records across contractor and full-time employee populations.
• Budget forecast variance percentage, measuring how closely intra-year projections align with actual expense and headcount outcomes.
• Vendor invoice resolution cycle time, tracking average days from flagged discrepancy to confirmed payment clearance.
• Typical tools: Spreadsheet and financial modeling (commonly Excel with pivot tables); data visualization (commonly Tableau or PowerBI); productivity suite (commonly SharePoint and PowerPoint).

• Base Salary Range: $75,000 to $105,000 annually, depending on seniority and location
• Bonus: Annual performance bonus, typically 10% to 20% of base salary
• Equity: Uncommon at associate level; deferred compensation or RSU eligibility at some institutions
• Health Benefits: Medical, dental, and vision coverage; employer contribution standard
• PTO: 15 to 20 days annually, plus federal holidays and firm-designated days
• Common Perks: 401(k) with employer match, professional development stipend, and employee banking or investment discounts

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Candidates must be authorized to work in the United States; sponsorship availability varies by employer. Employment is contingent on successful completion of a background check, which may include credit history review given the financial nature of this role. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations for qualified individuals with disabilities are available upon request throughout the hiring process.

The Business Management Associate owns invoice creation, vendor management, and cross-functional project execution within the BAI business unit, coordinating directly with the revenue team and platform partners to maintain operational integrity. Working alongside sourcing, vendor management, and stakeholder groups, this Associate builds the systems and reporting infrastructure that keeps business and operational priorities on track.

Key Responsibilities

• Create monthly fund invoices for funds, SMAs, and portfolio companies as requested.
• Work with the revenue team to ensure payments are booked to the correct GL accounts.
• Ensure timely collection of payments from funds.
• Support ad hoc projects and issues as requested.
• Assist in the administration of the business, helping drive business and operational priorities.
• Manage vendors, including contract renewals and invoicing in partnership with the sourcing and vendor management team.
• Partner with platform partners to create processes and structure to support business goals and objectives.
• Ensure ongoing development and maintenance of relevant systems, infrastructure, applications, and tools.
• Apply best practices, champion change and improvements, and make recommendations based on business needs.
• Execute multiple projects simultaneously.
• Assist in coordinating and liaising with stakeholders to ensure effective execution per defined timelines and track deviations.
• Assist in carrying out internal management reporting and business requests in Word, Excel, and PowerPoint.

Required Qualifications

• Associate's degree required.
• Bachelor's degree preferred.
• Prior experience with QuickBooks or journal entry booking required.
• Prior experience with Coupa is helpful but not required.
• Demonstrated ability to work in a fast-paced environment.
• Experienced user of Microsoft Excel.
• Strong knowledge of MS Office tools, including PowerBI, Outlook, PowerPoint, Word, Excel, and Visio.
• Excellent organisation, time management, and attention to detail.
• Ability to prioritise, work to tight deadlines, and remain flexible to meet workload demands.
• Ability to coordinate and execute multiple projects and priorities in a cross-functional team environment.
• Excellent written and verbal communication skills.

Embedded within the CIB Technology organisation, the Business Management Associate delivers financial reporting, workforce tracking, and programme analysis in direct support of the CTO agenda. Working closely with programme managers, regional stakeholders, and senior leadership, this Associate produces the headcount views, budget reporting, and executive presentations that enable informed technology investment decisions.

Core Functions

• Provide business management support to CTOs, covering a range of analysis activities.
• Produce transparent, forward-looking, and historical financial reporting and analysis, calling out risks and opportunities in support of the CTO agenda.
• Analyse and produce programme financial reports.
• Manage workforce tracking and reporting.
• Maintain headcount approval, tracking, and reporting.
• Maintain CTO headcount views and reporting.
• Maintain IP and SM records, ensuring IP is maintained with relevant headcount and cost data, and produce milestone, issue, and status reporting.
• Assist in the compilation of monthly business reviews for local, regional, and global stakeholders.
• Support the annual business budget process and provide project and business case reporting to programme managers and senior stakeholders.
• Provide support for CTO town halls and offsites.

Qualifications & Experience

• Up to two years of relevant experience in a global organisation, preferably in a role with cross-LOB or regional impact.
• Finance or business management experience is a plus but not essential.
• Experience in the analysis, generation, and distribution of reports and executive-level presentations is desirable.
• Demonstrated proficiency in MS Office applications, including Word, Excel, and PowerPoint.
• Understanding of Alteryx and manipulation of large datasets is helpful.
• Understanding of project management skills and process improvement.
• Good influencing, communication, and presentation skills.

Reporting to organisational leadership, the Business Management Associate shapes community education efforts by sharing the brand story, distributing outreach materials, and building trust with local community members around anti-bullying initiatives. Partnering with consumers, volunteers, and community stakeholders, this Associate advances the organisation's mission by accepting donations, attending client events, and delivering direct, impactful presentations that translate the cause into meaningful action.

Primary Duties

• Develop empathetic awareness through education and understanding.
• Share the brand story in a professional and meaningful manner.
• Pass out brochures and flyers to further the education of local communities.
• Spread the organisation's vital message and build lasting relationships with community members.
• Develop a sense of trust and comfort with the community and make an impressionable impact.
• Collaborate and strategise effective ways to better educate the community on anti-bullying initiatives.
• Accept and accurately record community donations.
• Attend meetings and virtual conferences to stay up to date on client charity events and brand awareness initiatives.
• Present the cause directly to consumers and explain the significance anti-bullying efforts can make in someone's life.

Skills & Qualifications

• Experience in community outreach, volunteering, or community relations.
• Passion for people and for ending bullying.
• Drive and motivation to make a lasting difference.
• Warm and empathetic demeanour.
• Confident, strong-willed, and charismatic approach.
• Exceptional public speaking and presentation abilities.
• Strong team-player mentality with the ability to build camaraderie among a diverse group of individuals.

Sitting at the intersection of business strategy and financial governance, the Business Management Associate leads the EMEA portion of annual planning, budget coordination, and competitive landscape analysis in direct support of prime finance leadership. Operating across revenue, expense, and regulatory workstreams, this Associate drives governance forums, tracks delivery against priorities, and ensures the region's financial and operational performance meets established targets.

Duties

• Ensure implementation of local business strategies and help drive change.
• Run and maintain disciplined governance forums covering the priorities of the business and region.
• Track progress to ensure delivery, escalate issues and roadblocks.
• Provide analytics for business decisions.
• Analyse and understand the competitive landscape.
• Understand all aspects and drivers of business financials, including revenue, expenses, balance sheet, and capital.
• Coordinate the EMEA portion of the annual plan and budget process, as well as intra-year forecasting.
• Drive regular expense reviews to ensure targets are met and ensure compliance with expense policies.
• Assist with investment and productivity initiatives, including headcount, technology, and new products.
• Assist with regulatory reform issues that impact the business.

Requirements

• Three to five years of work experience.
• Prime finance or prime brokerage background and knowledge strongly preferred.
• Exceptional verbal and written communication skills.
• Good judgement, maturity, and poise to enable interaction with and influencing of senior management.
• Strong analytical skills with the ability to develop, clearly present, and conclude.
• Strong project management skills.
• Self-starter able to prioritise key tasks effectively.
• Energetic, self-motivated, and effective under pressure in a fast-paced and demanding environment.

A key member of the Corporate Finance and Business Management team, the Business Management Associate leads vendor contract reviews, balance sheet accrual calculations, and VMO tracking file management to sustain the integrity of IT project services and staff augmentation programmes. Collaborating across sourcing, controllers, and global VMO teams, this Associate builds the financial controls and reporting tools that enable accurate contractor lifecycle management and software capitalisation analysis.

Functions

• Meet with key vendors to analyse new staffing demand, review contractual updates, source FTC candidates, and resolve invoicing issues.
• Participate in sourcing-led quarterly business reviews of IT project services and staff augmentation vendors.
• Partner with sourcing and key vendors to review and finalise roles and rates associated with contracts.
• Calculate and manage monthly balance sheet accruals and submit to the controllers team, including validation of resource bill rates and payments made to managed services contracts.
• Maintain and manage critical VMO tracking files to ensure all role, skill, and data detail for the population of fixed-price contractors is accurate, and manage associated reporting to the global VMO team.
• Validate that new hires have been fully approved to onboard, are assigned to active contracts, and have accurate assignment sponsor and cost centre information.
• Support financial and risk controls by validating all invoicing has been finalised and completed for expired contracts and ensuring contracts are closed in key systems.
• Partner with business managers and key vendors to manage the conversion of contractors into full-time employees based on established priorities.
• Participate in annual planning, forecasting, and monthly analysis of software capitalisation and amortisation.
• Develop and implement new analysis and reporting tools as required to meet changing processes and business needs.
• Manage various ad hoc requests, including new sourcing requests, contractor SID reactivations, contract alignment requests, and review and management of spend thresholds in relevant systems.

Experience & Qualifications

• Bachelor's degree in business, finance, economics, or a related area.
• At least three to five years of related experience in business management, financial management, or programme management.
• Proven experience delivering timely, high-quality analysis and reporting for projects and stakeholders, with consistent attention to detail and a logical, data-driven approach.
• Intermediate to advanced skill level in MS Office tools, including Excel, SharePoint, and PowerPoint, as well as data visualisation and data cube software such as Tableau.
• Ability to effectively communicate ideas, concepts, and concerns clearly and persuasively to people at all levels.
• Ability to learn new concepts, systems, processes, and initiatives.
• Consistently motivated self-starter with enthusiasm and a willingness to take on new challenges and responsibilities.
• Strong time and task management skills with the ability to prioritise day-to-day activities and longer-term projects.
• Proven ability to multitask and work within an environment of rapidly changing priorities.
• Ability to work effectively in a diverse global environment, respecting different perspectives, values, and ideas.

Sound regional business performance across Latin America depends on the Business Management Associate, who manages profit and loss, multi-year planning, and legal entity financial reviews while coordinating strategic deliverables for the regional CEO, US CFO, and senior management. Serving as a cross-functional analytical partner, this Associate synthesises qualitative and quantitative information to support long-term growth planning, leadership team materials, and asset management objectives across the region.

Accountabilities

• Manage business profit and loss, including multi-year planning, definition and tracking of value drivers, annual planning, forecasting, and expense reporting and analysis.
• Coordinate materials for leadership team meetings, external forums, and ad hoc analytics and presentations for senior management.
• Lead and execute asset management legal entity deliverables, including financial reviews and month-end processes.
• Develop, coordinate, and execute projects across the region as part of global asset management objectives.
• Assist the business in building and implementing strategic planning to support long-term growth.
• Support the regional CEO, US CFO, and regional business managers.
• Interact and communicate confidently and effectively with all levels of management, including executive management.
• Prioritise work, meet tight deadlines, and maintain strong attention to detail.
• Utilise qualitative and quantitative tools to analyse, synthesise, and interpret information.
• Utilise judgement and discretion when working with highly confidential information.

Technical Qualifications

• Bachelor's degree in business, finance, economics, or a related area.
• More than three years of experience with exposure to the banking or asset management industry.
• Prior experience in a business management or COO role.
• Proven experience delivering timely, high-quality presentations and reporting for various stakeholders.
• Advanced level of ability in all MS Office tools, including Excel, PowerPoint, and pivot tables.
• Demonstrated ability to engage with different stakeholder groups and articulate thoughtful rationale in design decisions.
• Excellent communication skills with strong attention to detail and a continuous focus on quality.
• Fluent in English; Spanish is a plus.

As the Business Management Associate, this role shapes governance frameworks, regulatory remediation projects, and risk committee materials in support of the credit risk team and senior risk leadership. The risk management function relies on this work to maintain clear communication on policy trends, regulatory updates, and cross-risk priorities through management reports, town halls, and executive-level presentations.

Activities

• Coordinate and prepare materials for senior management, including risk committees, business reviews, and periodic presentations for regulators.
• Improve the governance framework, including preparation of materials and minutes for regional risk committees, credit risk forums, and other LOB risk forums.
• Manage critical risk priorities, activities, and deadlines for the credit risk team.
• Drive agendas and hold leaders accountable for risk leadership team meetings and town halls.
• Research and help formulate conclusions on broad risk issues.
• Provide project management for regulatory remediation for items with a cross-risk management impact.
• Establish regular communication with the business and risk team regarding risk issues, including policy, trends, and regulatory updates.
• Build strong relationships across key support areas, including risk, front office, controls, compliance, and legal.
• Develop management reports, provide updates, and present to senior management.
• Support ad hoc risk control and business management activities, including ad hoc analyses as requested by senior management.

Position Requirements

• Experience with Microsoft Office and SharePoint.
• Private bank knowledge of products and services.
• Excellent written and verbal communication skills.
• Ability to effectively summarise large amounts of complex information for concise executive-level presentations.
• Strong analytical skills and problem-solving abilities.
• Detail-oriented with a proactive and action-oriented approach.
• Strong project management skills.
• Relationship-building ability with flexibility to adapt to changing priorities.

Business Management Associate shapes senior management presentations, oversees key strategic and tactical real estate programmes, and aligns efforts across real estate finance and analytics teams to support current and future location strategies. Success in the position means delivering high-quality content for business reviews, town halls, and recurring meetings while managing multiple critical deadlines across the real estate finance organisation.

Operational Focus

• Prepare detailed yet concise presentations for senior management to help drive decisions and obtain spend approvals.
• Partner across real estate finance and analytics teams to align efforts and create a holistic view of current and future location strategies.
• Provide project management and oversight of key strategic and tactical real estate programmes.
• Collaborate seamlessly across real estate functions and lines of business.
• Develop content for presentations, business reviews, town halls, and recurring meetings within the real estate finance organisation.
• Assist in the prioritisation, implementation, and measurement of key priorities, goals, and targets for the business.

Knowledge Skills & Abilities

• Bachelor's degree in a business-related discipline; business administration or finance preferred.
• Three to five years of experience in real estate, corporate strategy, finance, or accounting preferred.
• Experience using Tableau preferred.
• Proficiency in Microsoft Office suite, specifically Excel and PowerPoint.
• Strong analytical, communication, and organisational skills.
• Ability to analyse data, process information, and work under minimal supervision.
• Ability to handle numerous deliverables simultaneously, including those with critical deadlines, and remain comfortable with frequently changing priorities.
• Ability to communicate succinctly and efficiently, with comfort interacting with senior leadership.

The Business Management Associate delivers monthly business reviews, annual budgeting, and ad hoc performance analysis in close partnership with planning and analysis teams to keep senior leaders informed on business drivers and variances. Owning strategic deliverables and data integrity across all reporting, this Associate identifies improvement opportunities and communicates complex financial concepts clearly to business and technology stakeholders.

Key Deliverables

• Analyse business performance, including development of monthly business reviews for senior leaders.
• Work on the planning cycle, including annual budgeting, periodic forecasting, and analysis of variances to the plan.
• Conduct ad hoc analysis of the business and business drivers.
• Identify opportunities for business improvement and recommend actions across the business.
• Provide analytical support for business strategy, including ownership of strategic deliverables.
• Work closely with planning and analysis teams.
• Ensure data integrity, accuracy, and timeliness in all reporting.

Professional Experience

• Bachelor's degree required.
• Strong quantitative, critical thinking, and analytical skills.
• Understanding of financial statements.
• Proficiency with the Microsoft Office product suite, including Excel and PowerPoint.
• Ability to comprehend and clearly communicate complex concepts.
• Ability to build and maintain key relationships with business and technology stakeholders.
• Strong problem-solving and organisational skills.
• Ability to quickly learn and assimilate business and technical knowledge.
• Ability to work independently in a fast-moving environment.