Investment Banking Analyst - Financial Sponsors Group

Permanent contract|New York|Corporate & Investment banking

Investment Banking Analyst - Financial Sponsors Group

New York, United States Permanent contract Corporate & Investment banking

Responsibilities

The FSC team is composed of Senior Bankers and Senior Relationship managers who are assigned a portfolio of clients and whose primary operational responsibilities are to:

  • Manage the overall client relationship in order for SG to be seen as a long-term partner
  • Build network across C-suite, decision-makers, dealers and facilitators
  • Understand client requirements, identify gaps in coverage and work with front office salespeople to pitch suitable solutions and services
  • Develop detailed client plans to establish pipeline opportunities/priorities for resource planning
  • Promote cross-elling, diversify revenue streams to support sustainable long-term business flow
  • Supporting business lines on risk-related issues

Employee Specific Job Responsibilities:

You will be part of a business and client-driven coverage organization (GLBA/FIG/FSC) to work closely with Senior Relationship Managers and the team in the FIG/FSC universe. Your mission can be summarized as follows:

Bring support during the whole life cycle of the client/prospect relationship, which includes:

  • Provide presentations, pitch documents, client information and research, press review and all 
  • other material needed by bankers for client meetings, deal negotiation and management 
  • reports. 
  • Participate to client contacts and meetings when asked by bankers. 
  • Write Briefing Notes for Senior Management. 
  • Conduct industry research which includes peer analyses and sector/country-specific studies 
  • Conduct internal reviews and follow up action plan per client/portfolio: analyze business potential and cross selling opportunities, participate in meetings with salespeople to identify the opportunities/gaps. 
  • Monitor Market trends and track client performance 
  • Articulate FSC/AMER’s risk appetite for its CBA portfolio and the various products that the team seeks to prioritize in a given year through the annual PE risk appetite statement. 
  • Support origination and structuring of financing-CBA transactions with a follow-up on the booked operations 
  • Coordinate and assist in the production of the annual Strategic Review and relevant Business Line materials as needed 

Contribute to the Client Profitability monitoring by:

  • Being responsible for the review of client profitability, both achieved and estimated, for the whole dedicated clients’ portfolio. 
  • Monitor fees generated for the U.S. platform 
  • Update and maintain the client reference tables in internal referential systems (creation and updated of client group structures in CRM systems and any profitability-related analysis.) 

Contribute to the Counterparty Risk follow-up.

  • Be in charge of monitoring the approved financings within the Commercial Banking Activities 
  • framework (CBA). 
  • This includes in particular the estimate process for the RWA of CBA deals, which takes place usually twice per quarter and is key to allow a proper management of the GLBA/CBA portfolio. 
  • Ensure that Back-Office teams book the transactions in accordance with all the terms of the contract signed with the clients. 
  • Take the lead on KYC-related matters 

In addition, the role includes the following mission:

  • Management of interns 
  • Ad hoc projects to assist senior bankers 
     

Profile required

Technical/Industry skills

  • Has knowledge of investment banking products and an interest to learn about SG’s product offering 
  • Is able to coordinate and execute multiple product pitches 
  • Is able to assist in the development of structured marketing plans 

Ethics and regulatory requirements

  • Sets an example and demonstrates leadership in respect of conduct, behavioral and compliance culture matters; ensure the embedding of a positive culture of compliance within his/her perimeter and demonstrating more generally ‘doing the right thing’, with internal SG 
  • stakeholders, as well as to clients and markets with which his/her perimeter is engaged, to lead to the right outcomes in all material respects 
  • Respects rules to protect firm’s interests 
  • Pays attention to risk of breach of professional or business ethics 
  • Acts to protect the firm’s and clients’ reputations 
  • Is knowledgeable about the Risk & Compliance rules of his/her activity 
  • Awareness and compliant with firm’s regulatory policies, including, inter alia, Insider information management, Chinese wall, Clear desk policies, personal investment policy, email classification, contact with investment research; Gift and entertainment policy, use of disclaimers in pitches or documents. 

Risk culture

  • Develops good knowledge on major risks related topics: credit, operational, reputational, compliance. 
  • Strictly respects internal procedures 
     

Results Orientation – Supporting the business

  • Delivers smart, accurate and reliable materials within objectives and deadlines 
  • Leads and coordinates projects for a wide range of clients based on the franchise’s strategic objectives 
  • Efficiently communicates and effectively engages with relevant stakeholders within the team and outside the team (relevant product lines and support function partners) 
  • Cognizant of the bank’s resources and manages scarce resources efficiently 
  • Strong commitment to the job and executes tasks/projects keeping in mind tight deadlines 
  • Adapts to changes in deadlines and coordinates with relevant stakeholders efficiently 
  • Takes the initiative to facilitate the franchise’s growth 
  • Always acts professionally with clients and colleagues 
  • Strictly respect management guidelines and internal procedures, including firm's regulatory policies 

Client Orientation / Presentation skills

  • Shows potential to be engage with clients at various levels of the organization 
  • Writes and speaks impactfully to showcase the bank’s professionalism and strengths across markets 
  • Work with the client to meet their strategic objectives 

Working together

  • Shows leadership and teamwork by collaborating and coordinating with relevant stakeholders at all times 
  • Manages team effectively: Facilitate dialogue to drive the growth of the franchise 
  • Coordinates with other in order to deliver top-class materials to drive new origination 
  • Takes the time and knows how to develop others - is able to grow people in the organization 
  • Shows team spirit/partnership: actively participates in team building and group overall harmony 
  • Promotes working with other SG teams and appropriately involve others 
  • Resilient 
  • Shows flexibility in deadlines and adapts to different individuals’ working styles 

Business insight

Division Description:

GLBA is the Investment Banking division of SGCIB. It offers a global advisory approach focused on strategic dialogue with clients. GLBA offers clients the whole range of services offered by SG CIB and the Group, with a focus on investment banking and commercial banking activities. GLBA provides tailor-made solutions to corporates, financial institutions, the public sector and family offices.

The Financial Sponsor Group (FSC) Group covers traditional private equity firms and infrastructure funds, and alternative investment divisions of banks, insurance companies, traditional asset managers, sovereign wealth funds, and pension funds. FSC provides business lines within SG CIB 
with access to the financial sponsor clients' deal flow, and also assist in cross-selling all of SGCIB's key products to financial sponsors by providing expertise in: Mergers & Acquisitions, Leveraged Finance, Equity Capital Markets, Debt Capital Markets (IG & HY), Project Finance, Reserve Based 
Finance, Asset-Backed Products (ABP), Cross-Asset Financing (XAS), margin loans (STG), FX Hedging, Cash Management, and Commodity Hedging.

By bringing all the Bank's capabilities and firepower to key financial sponsors, the FSC team's ambition is to make SG CIB a major player in the private equity markets.

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: 21000V37
Entity: SG Americas Securities
Starting date: 2021/12/13
Publication date: 2021/10/13
Share