Client Portfolio Management, Client and Capital Strategy Associate

London - UK

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Profile Summary

The Associate in the Client & Capital Strategy team within Central Portfolio Management supports the team in analysing client and portfolio profitability preparing client plans and maintaining dashboards. The role involves producing accurate data and reports for deal approval processes assisting with account planning and coordinating documentation for senior management. It requires strong analytical skills attention to detail and the ability to work collaboratively with Front Office and internal stakeholders.

Duties and Responsibilities

You will:

Support client and capital initiatives across EMEA by preparing analysis and materials for Deal Approval Committees Account Planning Sector and Country reviews floor and target rate setting and Non-Core portfolio reviews.
Assist in producing Client Plans and profitability models in collaboration with Front Office (FO) for use in deal approval processes including originate to distribute analysis
Perform data gathering and preliminary analysis on client and deal profitability to inform decision-making by senior team members.
Contribute to portfolio profitability reviews by compiling data running standard reports and highlighting key trends for the CPM team and FO.
Coordinate meeting logistics and documentation including compiling and distributing deal approval minutes tracking action points and updating status reports for senior management.
Work with CPM Client Analytics team and FO to maintain and update client and portfolio dashboards ensuring accuracy and timely delivery.
Support the monitoring and reporting of originate-to-distribute transactions ensuring alignment with risk appetite capital efficiency and client strategy.

Qualifications Skills and Experience

24 years of experience in banking or financial services ideally in a role involving analysis or portfolio management.
Degree-level education in a relevant discipline such as finance accounting economics or mathematics.
Strong numerical and analytical skills with the ability to interpret financial data and work with financial models under guidance.
Basic understanding of banking products and financial markets with willingness to develop knowledge of regulatory requirements.
Effective communication skills including the ability to prepare clear reports and presentation materials.
Proficient Excel skills including data manipulation and use of formulas; familiarity with other analytical tools is an advantage.
Collaborative team player with a proactive approach and willingness to learn in a fast-paced environment.

What Mizuho can offer you

Here at Mizuho there are fantastic progression opportunities and clear paths to promotion. We will give you ample opportunity to affect change and to help grow our business.

In addition to the great opportunity outlined above we are also currently able to offer:

Competitive starting salary plus discretionary bonus
Non-contributory pension
27 days annual leave
Core working hours*
Hybrid working - office and home based*
Virtual GP
Wellbeing benefits including Mental Health Allies and First Aiders

*For applicable roles only

At Mizuho we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect collaborate and work together in agile ways to meet all our business needs.

At Mizuho we are committed to supporting equality diversity and equality and seek to create a workplace that is fully inclusive. We welcome applications from all sections of the community that we operate in and from all ethnic backgrounds sexual orientation beliefs gender identities and disabilities.

If you require more information about our equal opportunities policy or wish to discuss any accessibility requirements or reasonable adjustments please contact the recruitment team and we will be happy to help.

Required Experience:

Profile SummaryThe Associate in the Client & Capital Strategy team within Central Portfolio Management supports the team in analysing client and portfolio profitability preparing client plans and maintaining dashboards. The role involves producing accurate data and reports for deal approval processe...