Associate, Business Management

Job Title: Associate, Business Management

Reports to: Director, AI, CRM & Technology Strategy

Location: New York

Department: Investment Banking

Salary Range: $130,000-$150,000

Role Overview

This role supports the IB Business Management team and helps drive the execution of the Banker Transformation strategy, spanning AI, CRM, Data Governance, IB Tools, and Vendor Management.

The individual will work across multiple initiatives to drive project execution, perform analysis, and support adoption efforts, partnering closely with senior leadership and business stakeholders.

This position is designed as a flexible, high-impact generalist role, capable of contributing across both strategic initiatives and day-to-day execution needs.

Primary Responsibilities

Project Execution & Analysis

• Contribute to planning and execution of initiatives across AI, CRM, Data, IB Tools, and Vendor Management for Investment Banking
• Own discrete projects or components of larger initiatives, ensuring end-to-end execution and delivery
• Translate business needs into structured requirements, user stories, and workflows
• Track progress across multiple workstreams and drive follow-through on key deliverables
• Prepare materials for stakeholder meetings, including updates, analyses, and recommendations

CRM, Data, & Reporting Support

• Assist in maintaining CRM data quality through monitoring, reporting, and targeted cleanup efforts
• Support development of dashboards and reporting to drive business insights
• Help execute data governance processes and ensure adherence to standards

AI, Tools & Workflow Enablement

• Support rollout and adoption of AI tools and workflow solutions within Investment Banking
• Assist in documenting use cases, gathering feedback, and refining implementations
• Help develop training materials and support end users in day-to-day tool usage

Testing, Operations & Execution

• Coordinate and execute user acceptance testing (UAT) for new features and tools
• Perform recurring operational tasks such as data checks, issue tracking, and follow-ups
• Act as a central point of coordination across stakeholders to ensure initiatives move forward

Vendor & Research Support

• Assist in evaluating external vendors and tools, including research and comparative analysis
• Support preparation of materials for vendor discussions and internal decision-making

Experience & Qualifications

• ~5 years of experience in business analysis, project management, or related roles within financial services or technology
• Strong ability to operate across both structured analysis and hands-on execution
• Experience working with CRM systems, data, or reporting tools preferred
• Familiarity with AI tools and interest in emerging technologies
• Strong organizational and project management skills, with ability to manage multiple priorities
• Excellent communication skills with ability to work across business and technology teams
• Advanced proficiency in Excel and PowerPoint; experience with data visualization tools is a plus

Key Characteristics

• Flexible generalist — comfortable shifting between strategic and execution-oriented work
• Strong communicator — excellent written and verbal communication skills, able to clearly articulate ideas across business and technology stakeholders
• Highly organized operator — able to manage and prioritize a large, diverse book of work with discipline and attention to detail
• Detail-oriented executor — drives follow-through and high-quality outputs
• Structured thinker — able to break down problems and create clarity

About Leerink

Leerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The firm’s strategic focus on the healthcare industry empowers it to provide unique advice and insights to its clients. The firm is a broker-dealer registered with the United States Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority.

Equal Employment Opportunity

Leerink Partners is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values