Relationship Manager

Join Natixis as an Associate in our Insurance and Financial Sponsor Coverage group. In this dynamic, high-impact role, you will focus on deepening client relationships with priority North American insurance and financial sponsor clients. Working in close collaboration with Senior Bankers across both teams, you will help design and deliver tailored financial solutions, with a primary focus on traditional bank financing, structured solutions, and strategic services. As an Associate, you will oversee the internal processing and manage the day-to-day coverage activities for a portfolio of existing and prospective Strategic, High-Potential, and Key clients, as well as related sector prospects. This highly collaborative role requires seamless coordination with Natixis’ Senior Bankers, Business Lines, Product Groups, Corporate Finance Group, Global Markets Teams, and Distribution and Portfolio Management teams to optimize cross-selling, reporting, and communication Essential Duties and Responsibiliti esRelationship Management and Marketing Activiti esPitch Preparatio n: Collaborate with Senior Bankers and product partners to prepare sophisticated, client-facing presentation materials and strategic pitch book s.Sector Intelligenc e: Develop a deep understanding of industry-specific client needs and the full spectrum of product capabilities Natixis can delive r.Client Engagemen t: Participate in client calls and meetings, analyze client needs, formulate strategic recommendations to enhance relationships, and draft comprehensive call report s.Deal Originatio n: Proactively identify and flag potential transaction and origination opportunitie s.Coverage Continuit y: Arrange client calls and step in to manage client inquiries seamlessly when Senior Bankers are out of the offic e.Onboarding Coordinatio n: Partner closely with Legal, Compliance, and product teams to oversee and expedite new client onboardings and structural modifications related to FX, Repo, EQD, and Rate s.Strategic Plannin g: Contribute to Client Action Plans and participate in internal reviews of key client relationship s.Transaction Execution and Underwriti ngFront Office Documentatio n: Work alongside Senior Bankers and product teams to draft comprehensive Front Office memos for new transactions, tailored to the specific deal type and booking entit y.Deal Executio n: Actively participate in all aspects of transaction review, evaluation, and execution, ensuring the same rigor as applied during annual credit review s.New Credit Requests, Amendments, and Annual Revie wsAnnual Review s: Coordinate with Senior Bankers to manage annual reviews across various product lines (PVF, Insurance Solutions, Global Trade, and Global Markets). Provide vital relationship inputs, source client financial data, edit credit memos, and align with product partners to confirm repo, IFT, and line requirement s.Credit Committee Coordinatio n: Work closely with Credit Risk on timing, deadlines, and committee schedules. Defend rating assessments, draft requests for business approvals, compile transaction dossiers, and actively participate in committee presentation s.Interim Credit Request s: For Global Markets exposures, coordinate the process with the Client Office and global hubs, provide financial and relationship insights for Front Office memos, and negotiate line increases with Credit Risk and product partner s.Amendments and Approval s: Manage transaction amendments by aligning with Credit Risk, coordinating with CPRM for necessary approvals, managing the documentation workflow with Legal, and ensuring all required "Legal Visas" are secure d.Administrative Oversight and Operational Excellen ceKYC Complianc e: Support the global KYC team by sourcing client information, verifying main inputs to ensure product accuracy, and driving the compliance process to successful completio n.Special Project s: Conduct research and prepare comprehensive internal presentations on strategic initiatives such as Insurance Strategy, Fund Finance, Private Credit, and other emerging market topic s.Data and Revenue Reportin g: Audit and resolve discrepancies in revenue reporting, ensure correct credit exposure is mapped in the Credit Portal post-closing, and verify that new and existing clients are properly configured in internal databases (e.g., Tethys and Nat1 ).Internal Governanc e: Prepare deal tombstones, updates, and materials for global sector calls, and participate actively in regular Coverage meeting Qualificati onsEducati on: Bachelor’s degree in business, finance, economics, or a related fie ld.Experien ce: A minimum of 2 years of relevant experience in investment banking, corporate banking, or financial services. Prior exposure to financial institutions, insurance companies, or financial sponsors is highly preferr ed.Credit Acum en: Solid analytical skills with proven experience drafting formal credit proposals, transaction memos, or investment committee presentations. Prior formal credit training is preferr ed.Communicati on: Exceptional written and verbal communication skills in English; ability to convey complex ideas clearly, succinctly, and persuasively to senior leaders and sophisticated clien ts.Technical Skil ls: Advanced proficiency in Microsoft Excel and PowerPoint; familiarity with institutional financial data providers (e.g., S&P Capital IQ, Mergermarket) is preferr ed.Execution and Organizati on: Strong organizational talent with the capacity to manage multiple projects simultaneously, prioritize client-focused initiatives, and deliver premium work under tight deadlin es.Minds et: A curious, strategic, and entrepreneurial professional with a global mindset and a passion for working collaboratively in a high-performing, fast-paced team environme nt.Licensi ng: Possession of the SIE, Series 79, and Series 63 licenses is highly desirable, or must be successfully obtained within the standard firm grace periods upon joini Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportun The salary range for this Associate position will be between $140,000 - $175,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance #J-18808-Ljbffr