Associate - Client & Capital Strategy

at  Broadridge Trading Connectivity Solutions

My Client, a large Investment Bank are looking for an Associate to join their Client & Capital Strategy team. This role focuses on deal profitability modelling and Client Plan development to support strategic decision-making. The role is for someone with experience in portfolio monitoring, risk-weighted asset experience and profitability reporting.

QUALIFICATIONS:

• 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

• 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.