Graduate Trainee – Institutional Client Coverage

Trainee|Sydney|Corporate & Investment banking

Graduate Trainee – Institutional Client Coverage

  • Sydney, Australia
  • Trainee
  • Corporate & Investment banking


The successful candidate will be responsible for:

  • Client and Industry analysis:  Conducting economic and industry analysis. 
  • Credit & Risk: Supporting coverage bankers on credit and risk related issues when required by the credit process. Preparing transaction support memo’s for transactions involving financial institution clients. 
  • Liaise with business lines: working in close cooperation with other business lines including Infrastructure, Asset Backed Products, Debt Capital Markets, Real Estate and Energy to expand business opportunities;
  • Prepare presentation materials: creation and production of high-quality pitch books and other marketing material for internal and external presentations;
  • Data management: completing client database updates and coordination, revenue tracking and budget forecasting;
  • Onboarding: providing assistance with the KYC (“Know Your Customer”) process and other documentation for existing clients and the onboarding of new clients;
  • Client intelligence & coordination: supporting with roadshow event management and other key client meetings, prepare briefing notes for c-suite client meetings and recording minutes from meetings.
  • Assisting with deal flows: development and review of deal checklists, assist with the submission and end-to-end coordination of the transaction approval process. 

Profile required


  • University degree in a relevant discipline (Business, Finance, Marketing, Accounting, Economics or Law)
  • Investment Banking experience considered favourably
  • Strong ability in Microsoft Excel and PowerPoint, and Microsoft Office generally


  • Ability to work in a small team environment across teams located offshore
  • Ability to manage self in prioritising tasks and managing competing deadlines
  • Strong oral, written and interpersonal communication skills
  • Willingness to take initiative, be proactive, enthusiastic, keen to learn, with a hands on attitude
  • Well organised and with an ability to coordinate with colleagues to successfully complete tasks

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 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 currently 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-backed 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 looking for a Graduate Trainee –Institutional Client Coverage to join us on a full-time fixed term basis for 12 months. The candidate will support the Institutional Client Coverage team, in assisting with the implementation and deployment of a multi-tiered coverage strategy with clients including major corporates, banks, superfunds, asset managers, and insurance companies to deliver insightful and strategic support for their needs. The Graduate Trainee role will encompass all support tasks related to the coverage activity, from assistance with client engagement and marketing activities through to the support for onboarding, KYC and transaction documentation and the administrative dimension of the function.  This is an exciting opportunity to join a dynamic and growing team within a fast-paced, results focused, global organisation with strong growth ambitions for the Australian business.

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: 23000O8L
Entity: Societe Generale Australia Limited
Starting date: 2023/09/24
Publication date: 2023/08/23