Financial Performance Analyst Trainee

 London, United Kingdom       Trainee        Corporate and Investment Banking


Description of the Business Line or Department

The Financial Performance Analysis team works within the Finance (DFIN) division of the bank and acts as a business partner providing local management, PRIV/FIN and GIMS/FIN with in depth analysis of the Bank consolidated results including Performance monitoring, Commentary and Trending to allow efficient assessment and monitoring of the Bank’s activity, as well as enabling informed & effective decision-making.

Summary of the key purposes of the role

  • Assist with monitoring of and adjustments to month-end financial management results.
  • Assist with creation of monthly management information packs/dashboards to relevant stakeholders in the business.
  • Assist with tracking & follow-up of key bank growth initiatives.

Summary of responsibilities 

·         Assist with the monitoring of the banks consolidated results and commercial KRIs/KPIs.

·         Assist with the Commercial Budget process and performance monitoring, including tracking of key growth initiatives identified in the budget.

·         Participate in Management Accounting projects or initiatives aiming at improving the quality of the information, tools analysis or efficiency of the processes,

·         Assist with automation, consolidation and enhancement of reporting following changes to the underlying MI systems.

·         Assist in the

·         Participate in the production of performance information packs, dashboards and presentations.

·         The employee must know and comply with the regulations, rules and procedures, internal and external applicable in the context of its function and follow the compulsory training.

·         Perform all duties in accordance with the principles outlined in the SG Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long term sustainability of client relationships.

Level of Autonomy and Authority

All key decisions or decisions creating a new task for the team will need to be referred back to Group Head of Performance Reporting either directly or via line manager. Day to day decisions where it has a minor impact on the results should be agreed with the line manager.

Profile Required


* Competency and comfort using Microsoft Excel – expectation is user is at an advanced level or will be able to pick up any missing skills quickly, as excel is the main data analysis tool used.

* Good communication skills both oral and written (email, presentations)

* Strong attention to detail to ensure all performance reporting delivered is accurate, up to the standards defined by management, and maintains the trust and reputation of the finance team with stakeholders.

* Strong data analysis skills with an analytical thinking mindset to process the large amounts of performance data the team deals with.

* An organized, methodological mindset that will lend itself to improving the structure of our reporting with a view towards standardization & automation. Experience with scripting & data analysis languages (e.g Python, VBA Macros) is a strong plus but not a requirement for the role.

* Proactive, driven individual who will strive to find solutions to problems rather than wait to be told what to do.

* Comfortable working in a high-pressure environment with challenging requests, hard deadlines and high expectations.

* Intellectual curiosity to understand what makes the bank function, the role of Finance, and how to innovate on our processes.

* Ability to learn and be up to date on the needs of the business, our products & services, as well as UK & international accounting standards.

* Creative mindset

* Ability to work as part of a team and assist multiple colleagues with different pieces of work.

* Strong time management skills to be able to deliver on competing deadlines without issue.


Preferable degree educated in Finance, Accounting or Computer Science.


§  English

French desirable

Why Join Us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business Insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Societe Generale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment

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, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Job code: 19000VLV
Business unit: Kleinwort Hambros
Starting date: 20/01/2020
Date of publication: 10/12/2019
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Financial Performance Analyst Trainee

Trainee   |   London   |   Corporate and Investment Banking