Client & Capital Strategy Associate

Harvey Nash IT Recruitment UK

Posted on Aug 30, 2024 by Harvey Nash IT Recruitment UK
London, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time

An exciting opportunity has arisen for an Associate to join our Client & Capital Strategy team within the Central Portfolio Management function. The successful candidate will play a key role in deal profitability modelling and the creation of client plans to support strategic decision-making across the organization.

Key Responsibilities:

  • Contribute to various client and capital initiatives across the EMEA region, including deal approval committees, account planning, sector and country reviews, and non-core portfolio reviews.
  • Collaborate with the Front Office to develop client plans and profitability models for use in deal approval processes.
  • Serve as a subject matter expert in client and deal profitability modelling, providing pre-screening of client plans, advising the Front Office, and offering recommendations to aid decision-making.
  • Analyze client and portfolio profitability, providing insights and recommendations to the wider Central Portfolio Management team and the Front Office.
  • Compile and distribute deal approval minutes, monitor action points, and report outcomes to senior management.
  • Work with the Client Analytics team and the Front Office to design, develop, and produce client and portfolio dashboards.

Qualifications, Skills, and Experience:

  • A minimum of 3 years of experience in banking or a related financial services environment.
  • A relevant degree in accounting, finance, mathematics, or a related discipline.
  • Strong numerical and financial skills, with the ability to interpret financial information and create complex financial models.
  • In-depth knowledge of banking products, financial markets, and regulatory requirements.
  • Excellent communication skills, with experience in drafting procedures, presentation materials, and other necessary documentation.
  • Advanced Excel skills, with the ability to manipulate data efficiently.
  • A strong team player who is a confident self-starter with excellent communication skills.


Reference: 2816003717

https://jobs.careeraddict.com/post/94681571

This Job Vacancy has Expired!

Harvey Nash IT Recruitment UK

Client & Capital Strategy Associate

Harvey Nash IT Recruitment UK

Posted on Aug 30, 2024 by Harvey Nash IT Recruitment UK

London, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time

An exciting opportunity has arisen for an Associate to join our Client & Capital Strategy team within the Central Portfolio Management function. The successful candidate will play a key role in deal profitability modelling and the creation of client plans to support strategic decision-making across the organization.

Key Responsibilities:

  • Contribute to various client and capital initiatives across the EMEA region, including deal approval committees, account planning, sector and country reviews, and non-core portfolio reviews.
  • Collaborate with the Front Office to develop client plans and profitability models for use in deal approval processes.
  • Serve as a subject matter expert in client and deal profitability modelling, providing pre-screening of client plans, advising the Front Office, and offering recommendations to aid decision-making.
  • Analyze client and portfolio profitability, providing insights and recommendations to the wider Central Portfolio Management team and the Front Office.
  • Compile and distribute deal approval minutes, monitor action points, and report outcomes to senior management.
  • Work with the Client Analytics team and the Front Office to design, develop, and produce client and portfolio dashboards.

Qualifications, Skills, and Experience:

  • A minimum of 3 years of experience in banking or a related financial services environment.
  • A relevant degree in accounting, finance, mathematics, or a related discipline.
  • Strong numerical and financial skills, with the ability to interpret financial information and create complex financial models.
  • In-depth knowledge of banking products, financial markets, and regulatory requirements.
  • Excellent communication skills, with experience in drafting procedures, presentation materials, and other necessary documentation.
  • Advanced Excel skills, with the ability to manipulate data efficiently.
  • A strong team player who is a confident self-starter with excellent communication skills.

Reference: 2816003717

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