Analyst - Financial Institutions Coverage

Permanent contract|Sydney|Corporate & Investment banking

Analyst - Financial Institutions Coverage

Sydney, Australia Permanent contract Corporate & Investment banking



  • Client and Industry analysis: conduct economic and industry research, prepare company profiles, follow emerging industry thematics and market intelligence in the context of the origination and execution of transactions.
  • Liaise with business lines: work in close cooperation with other business lines including Infrastructure, Asset Backed Product, Real Estate, DCM and Energy. Understand the business offering with the ability to communicate the bank’s value proposition to expand opportunities with clients.
  • Credit and risk: support business lines on credit and risk related issues when required by the credit process including undertaking due diligence analysis. Prepare and present considerations for transactions involving financial institution clients.
  • Document review: evaluate various documentation, including information memorandums, term sheets, non-disclosure agreements, financial statements (balance statements, Profit and Loss statements), due diligence materials and other finance documents for first level assessment of client review
  • Client intelligence & coordination: build knowledge of all financial institution portfolio clients and actively look for business opportunities, contribute to briefing notes for c-suite meetings, attend key client meetings and follow up action points.
  • Liaise with stakeholders: Develop and maintain strong relationships within SG and with existing and prospective clients to assist with business growth. Coordinate with internal functions to obtain all required approvals for the execution of transactions.
  • Presentation materials: contribute to high-quality pitch books and other marketing material for internal and external presentations.
  • Data management: complete client database updates and coordination, revenue tracking and budget forecasting.

Profile required


  • University degree in a relevant discipline (Commerce, Finance, Marketing, Accounting, Economics or Law)
  • Minimum 1 years’ experience in investment banking or related field
  • Strong ability in Microsoft Excel and PowerPoint, and Microsoft Office
  • Strong numerical skills and an understanding of accounting concepts, financial statements, cashflows
  • Solid credit analysis skills
  • Working knowledge of financial products such as DCM, derivatives, corporate & structured finance, project finance, trade finance
  • Preferably, some deal experience and knowledge of financial products


  • Ability to work proactively, independently in a fast-paced environment and deliver high quality deliverables on time
  • Strong verbal, written and interpersonal communication skills
  • High attention to detail and accuracy
  • Willingness to take initiative, proactive, enthusiastic, keen to learn, hands on attitude
  • Well organised and with an ability to coordinate with colleagues to successfully complete tasks
  • Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task


  • INTERNAL: MD – Head of Financial Institutions, Sector Bankers Product Lines, Credit & Risk, Legal, KYC, Compliance, Operations, Communications, regional and global teams.               
  • EXTERNAL: Financial institution clients and external advisors

Business insight


Societe Generale, one of Europe's leading financial services groups and a major player in the economy for over 150 years, supports 30 million clients every day with 133,000 staff in 61 countries. Our Group draws on our European roots to develop our activities internationally. Our unique geographic positioning enables us to connect Europe, Russia, and Africa with major global financial centres in Asia and the Americas. The Group combines financial strength, proven expertise in innovation and a sustainable growth strategy with the objective of creating value for all our stakeholders. We seek to be a trusted partner in the projects of those building tomorrow's world today.

Societe Generale has been present in Australia since 1981. Located in Sydney, it provides financing and advisory, as well as global markets solutions. Leveraging the strength of its client coverage and leadership in structured finance including energy, metals & mining, infrastructure finance, together with product and service offerings such as debt capital markets, asset-back products and commercial real estate finance, Societe Generale supports its Australian wholesale clients in their financing and advisory needs, and to serve its global clients who wish to access the Australian market with global banking services. Societe Generale also provides its global markets solutions by offering futures execution and clearing, equity derivatives sales and structured product distribution.We are currently recruiting an Analyst to join our Financial Institutions coverage team. This is an exciting opportunity to get hands-on experience within a dynamic global organisation that values diversity. The successful candidate will be involved in a broad range of transactions across a variety of sectors including infrastructure, energy, asset backed lending and debt capital markets. They will build close relationships with the sector bankers and within the organisation more broadly on a regional and global basis.The candidate will support the Head of Financial Institutions Australia in assisting with the implementation and deployment of a multi-tiered coverage strategy. Clients include financial sponsors, banks, non-banks, superfunds, asset managers, and insurance companies.  This is an exciting opportunity to join a dynamic and growing team within a fast-paced, results focused, global organisation that has strong growth ambitions for the Australian business. The candidate will receive an opportunity to work on a broad range of transactions in a vibrant environment and is an excellent opportunity to gain valuable experience with top tier clients.Please note that due to the current strict border measures in place in Australia, only individuals in an exempt category (including Australian citizens and permanent residents) or who have been granted an exemption to the current travel restrictions can currently travel to Australia. Due to these restrictions, we are unfortunately currently unable to consider applications from candidates who are not in an exempt category or who do not already hold a travel exemption

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 21000WT1
Entity: Société Générale Sydney Branch
Starting date: immediate
Publication date: 2021/11/23