Portfolio Management Associate
3 weeks ago
Duties and Responsibilities
You will:
Provide input and analysis to various client & capital initiatives across EMEA, including but
not limited to: Deal Approval Committee, Account Planning, Sector & Country reviews, floor
and target rate setting, Non-Core portfolio reviews.
Work with Front Office (FO) to produce Client Plans and profitability models to be used in the
deal approval committee.
Be a Subject Matter Expert in client and deal profitability modelling, pre-screening client
plans, advising FO and providing recommendations to aid decision making.
Conduct analysis of client and portfolio profitability, providing insights and recommendations
to the wider CPM team and FO.
Compile and distribute deal approval minutes. Record, monitor and track action points and
report the outcome to Senior Management.
Work with the CPM Client Analytics team and FO to design, develop and produce client and
portfolio dashboards.
Qualifications, Skills and Experience
3 years of experience in banking
Relevant technical degree-level education with a preference toward accounting / financial and
/ or mathematical disciplines.
Strong numerical and financial skills with the ability to interpret financial information, and
design and use financial models.
Knowledge of banking products, financial markets, regulatory requirements
Strong communication skills, including drafting of procedures, presentation materials, and
other necessary documents.
Advanced excel skills with the ability to efficiently manipulate data.
Strong team player, confident self-starter with excellent communication skills
NOT from buy-side or investment management
MUST be from a CIB background
Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
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