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Associate - Sales Corporate & Leverage

  • Job
    Full-time
    Junior & Mid Level
  • Sales & Business Development
    Banking & Finance
  • London

AI generated summary

  • You need a Bac + 3 degree, banking experience, skills in PowerPoint, Word, Excel, financial modeling, strong English, and preferably French or another language.
  • You will assist sales execution, provide market analysis, maintain investor relationships, track trades, ensure compliance, and participate in meetings while promoting bank products to clients.

Requirements

  • Niveau d'étude minimum
  • Bac + 3 / L3
  • Formation / Spécialisation
  • Top university undergraduate degree MBA desirable
  • Experience in banking or finance
  • Compétences recherchées
  • Power point, Word and Excel
  • Excellent writing skills
  • Research Skills
  • Financial modelling
  • Outils informatiques
  • Fluent oral and written English essential.
  • Ability to speak French or another European language a significant plus
  • Langues
  • English

Responsibilities

  • 1. Assist the sales desk with the execution of primary and secondary distribution:
  • Ø Assist in the preparation of liquidity analysis
  • Ø Work with syndicate to prepare feedback reports for primary syndications and to consolidate feedback and coordinate Q&A
  • Ø Follow secondary trades post trade and proactively assist in smoothing settlement issues
  • 2. Provide research and market analysis information for the sales desk and guide the desk intern:
  • Ø Maintain an investor activity database and devise new ways to track activity
  • Ø Track trades and log sales for the team members
  • Ø Produce analysis and internal summaries on market developments / investor behaviour
  • Ø Monitor fund flows / CLO and warehouse activity
  • Ø Monitor selected secondary levels and source market information from public sources to assist in secondary trade recommendations and build LOR records for targeted secondary names
  • 3. Market primary and secondary loans to a portfolio of investors
  • Ø Maintain regular dialogue with these investors
  • Ø Engage in marketing activities and seek new investors for our core products
  • The Sales person will report to the Head of Sales
  • Attend (and from time to time present at) a daily sales call and also weekly market calls as requested to review market strategy, exchange ideas and receive updates on any important administrative matters
  • Ensure that internal systems are up to date and regular client call notes are distributed within the sales team and to other internal parties as required
  • Ensure clients are suitably classified (under FCA rules) and are dealt with appropriately
  • Ensure clients are cleared by credit, legal, compliance and back office before trading (onboarding) and proactively maintain KYC files for coverage
  • Adhere to and understand risks to the bank and the client resulting from marketing initiatives or successful conclusion of transactions.
  • Ensure the Head of Sales is made fully aware in a timely fashion of all matters that might have a material impact on the team performance, risk position or compliance with legal or regulatory requirements.
  • Entertain clients to promote the bank and its products
  • Network with contacts in the business to share knowledge.

FAQs

What are the key responsibilities of the Associate - Sales Corporate & Leverage position?

The key responsibilities include assisting the sales desk with primary and secondary distribution, providing research and market analysis information, maintaining communication with investors, and ensuring compliance and risk management.

What qualifications are required for this position?

A minimum of a Bac + 3 / L3 degree is required, preferably an undergraduate degree from a top university, with an MBA being desirable. Experience in banking or finance is also necessary.

What type of skills are sought after for this role?

The desired skills include proficiency in PowerPoint, Word, and Excel, excellent writing and research skills, as well as financial modeling capabilities.

What languages are required for this position?

Fluency in English, both oral and written, is essential. The ability to speak French or another European language is considered a significant plus.

To whom does the Associate - Sales Corporate & Leverage report?

The Associate will report to the Head of Sales.

Is there a management component to this role?

No, this position does not involve management responsibilities.

Are there opportunities for career development within Crédit Agricole CIB?

Yes, Crédit Agricole CIB provides opportunities for career development and promotes internal mobility.

Can the Associate attend daily sales calls?

Yes, the Associate is expected to attend daily sales calls and may present at these calls as requested.

What is the company culture at Crédit Agricole CIB?

Crédit Agricole CIB values diversity, inclusion, and supports the integration of individuals with disabilities, fostering an inclusive work environment.

Are there networking opportunities within the company?

Yes, the Associate will have opportunities to network with contacts in the business to share knowledge and promote the bank and its products.

Finance
Industry
5001-10,000
Employees
2004
Founded Year

Mission & Purpose

Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of tier 1 capital (The Banker, July 2022). Nearly 8,600 employees across Europe, the Americas, Asia-Pacific, the Middle East and North Africa support Crédit Agricole CIB's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.