Analyst Graduate, Portfolio Management

1. Programme Details

The Analyst Development Programme is designed for young professionals looking to pursue a career in financial services.

1. Customer Relationship and Portfolio Management

To assist with the acquisition of new to bank business alongside management of existing customers within Real Estate including attending market events and conferences and building relationships with introducers and existing clients.

To assist in the ongoing management of Real Estate customers in contribution towards the Commercial Bank strategic objectives. This will include preparation of credit papers which will include modelling as well as analysing and understanding the risks of new and existing facilities ranging from credit risk to market and regulatory risk. Assist in the legal documentation and execution process.

To own the in-life management of the customer lifecycle. Support the development of Management Information/ monitoring tools.

1. People / development

Maintain and develop strong internal stakeholder network/relationships e.g. Operations Credit Risk.

Build strong relationships with other team members.

1. Risk management/compliance

Develop high standards in assessing and mitigating risks as well as deal structuring documentation and execution.

Compliance with the Banks Risk Management Framework including all policies and procedures. To include completion of mandatory training.

Maintain strong relationships with internal risk stakeholders.

Report all issues of regulatory concern through the appropriate channels. Communicate and escalate potential issues/risks in a prompt and effective manner

Qualifications :

Qualifications

• Degree-level qualification in a relevant field or 1 years work experience in the banking sector preferably appropriate to the role.

Technical/Specialist Knowledge & Skills

• Strong analytical skills
• Competent knowledge of Excel and elementary knowledge of VBA or Power BI would be useful but not essential
• Some experience in cash flow modelling
• General awareness of the UK lending/banking market
• Good customer service presentation and negotiation skills
• Good commercial and financial acumen
• Good understanding of financial statements and ability to analyse them

Interpersonal

• Good teamwork skills combined with an entrepreneurial spirit
• Excellent interpersonal skills with the ability to quickly build rapport in order to engage colleagues and gain support of peers
• Ability to develop strong relationships with all business areas
• Influencing skills and the ability to communicate effectively both orally and in writing with colleagues and higher levels of management.
• High levels of drive energy and personal commitment to success
• Ability to package and present ideas in a persuasive manner
• Ability to prioritise and manage multiple projects
• Creativity and innovation
• Results orientated holds self-accountable

Additional Information :

Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

• Market leading family friendly policies such as access to our Maternity Adoption and Paternity policies from Day 1 of your employment
• Free access to Headspace a mindfulness & meditation digital health app
• Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
• EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns mental wellbeing and more general queries around family work housing and health
• Cycle to work scheme
• Discounts on gym membership
• Contributory pension scheme & death in service

Your Lifestyle - Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre enjoying your leisure time.

• Minimum of 27 days holiday per year
• Option to buy or sell holiday days through our flexi-holiday scheme
• Discounts on gym membership nationwide
• Access to discounts on a range of high street and online brands
• Community support and charitable giving

Your Contribution - Were focused on rewarding those that go the extra mile in helping us achieve our goals.

• Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
• Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done

Remote Work :

No

Employment Type :

Full-time