Investment Banking Coordinator

Bonus Type

Summary

We offer a diverse range of financial solutions for businesses, individuals, and institutions, continually expanding our portfolio of services and clients. If you’re passionate about wealth management and eager to join a forward-thinking organization, we want to hear from you. Our team is committed to providing exceptional, tailored wealth management solutions, fostering strong relationships, and helping clients achieve their long-term financial goals.

Job Description

The Investment Banking Coordinator provides high-level administrative, financial, and operational support to senior leadership in Investment Banking and Corporate Underwriting. Acts as a liaison between departments, ensuring accuracy, compliance, and timely execution of critical business functions.

Team Culture

Our team is built on collaboration, integrity, and a shared commitment to client success. We foster an environment of continuous learning and proactive communication, empowering each member to contribute expertise and drive innovation. Together, we take pride in delivering exceptional results and making a meaningful impact for our clients and communities. We support growth because we believe in the long‑term potential of our people.

How You'll Spend Your Time

• You will prepare revenue projections, accruals, and financial reports to support accurate monthly and annual reporting.
• You will coordinate incentive compensation, commission payments, and referral fee processing for investment banking teams.
• You will manage accounting entries, settlements, and reconciliations to ensure accurate revenue and deal tracking.
• You will maintain financial workbooks, reports, and expense records to support leadership decision-making.
• You will support audits and compliance efforts by maintaining documentation and coordinating payment approvals.
• You will review legal documents and oversee bond sale activities, including official statements and post-sale requirements.
• You will develop proposals, presentations, and marketing materials while analyzing data to support business development efforts.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree and 4-6 years of related experience or 7-10 years’ equivalent work experience.

• Ability to work with data/information requiring a high degree of confidentiality.
• Proficient in Microsoft Excel, PowerPoint and other Microsoft applications.
• Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing.
• Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
• Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical issues.