Supporting the bankers within the UK Financial Institutions Coverage team, with briefing notes, entries to the MIS ClientLive and to prepare and co-ordinate the commercial strategy, annual budgets and semi-annual client performance reviews of UK Financial Institutions Clients.
The role will be based in London.
The Candidate will be part of the UK Financial Institutions Coverage team
Assist in collating the annual client budgets of UK PCO and PAM clients and interacting closely with Senior Bankers
Assist in organising quarterly alignment meetings between UK sectors and the relevant Business Lines, to identify and align on client priorities, ensure the development of client action plans, initiatives and new products to meet the clients’ needs
Support the Head of UK Coverage in working closely with UK Senior Bankers in organising and preparing the full year and mid-year UK PCO and PAM client sector reviews, highlighting UK Coverage achievements and risks and challenges
Assist in maintenance of relevant Client Live inputs (meetings, client contacts) and outputs (NBI, PI, RWA, EVA, Liquidity)
Assist the bankers with their KYC duties, including contacting the clients to obtain the required information and maintaining an orderly work flow.
Good understanding of financial engineering principles, including mastery of spreadsheet-based financial analysis
Good command of Power Point presentations
Basic knowledge of risk analysis methodology in the context of complex structured transactions
Good interpersonal skills, team-player and pro-active
Ability to work independently
Financial education background : Bachelor or Master Degree
Legal and Regulatory Responsibilities
Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the London Compliance manual and the Financial Crime Policy.
Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence.
Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
Essential : BA or BSc or international equivalent
Desirable : Academic background in Finance
Knowledge in the field of business or corporate banking
Good knowledge of financial analysis.
Good interpersonal skills
Ability to work well under pressure
Ability to prioritise and meet tight deadlines
Previous experience in domestic or international banking
Technical skills required
Microsoft Office (Word, Excel, Power Point)
Fluent English oral & written
Numeracy and analytical research
Verbal and written skills