Investment Banking Analyst - Trade Commodity Finance

Permanent contract|New York|Corporate & Investment banking

Investment Banking Analyst - Trade Commodity Finance

New York, United States Permanent contract Corporate & Investment banking

Responsibilities

Job Overview and Scope: Assist client executives in management of a portfolio of client relationships (existing and new) as well as in development and expansion of these relationships.  Analyze and draft financing/credit proposals; work with client executives to obtain approvals from senior management and credit group, assist in closing deals, incl legal reviews and administrative tasks / compliance.  Monitor completed transactions, account reporting, recommend improvements, ensure data quality on clients in all banks systems, assist in ensuring compliance with all policy and procedures.  Adhere to Culture and Conduct requirements.

Client development:

  • Assist in screening of transactions: assists in development of deal flow.  Perform analysis of proposals against established criteria (business and credit quality) and recommend action.
  • Analyze deals, perform certain core due diligence processes for qualified deals and participate in negotiating terms of direct deals (in conjunction with deal leader and product specialists).  Assist in transaction approval process, including dealing with senior management and credit officers.  Co-ordinate with other deal participants. Sometimes negotiates closing documents with applicable advisors (e.g. lawyers, accountants, etc.).
  • Develop effective working relationships with other departments (including credit group) and product specialists to incorporate their expertise in client management.  Build business relationships with clients, industry peers, other bank’s syndication groups and applicable industry associations.  Participate in industry seminars and conferences to foster business networking and deal generation.

Portfolio Management:

  • Monitor and report on account compliance and financial performance of assigned portfolio accounts.
  • Identify and report on operating and compliance variances to team leader and credit function and obtain requisite approvals from senior management for credit amendment(s).
  • Ensure data quality integrity for the assigned portfolio; and compliance with internal and external policies and procedures.
  • Handle legal documentation where/when appropriate.  Handle administrative requirements around closing / deal renewal processes.
  • Advise on portfolio developments and new opportunities.  Assist in executing exit strategies in keeping with overall business objectives.

Profile required

Skills, Knowledge, Attributes Requirement:

  • Starter position with work / intern experience in finance - Business/Accounting/Math/Science degree.
  • Analytic/systematic thinker, strong ability to identify core issues in business models and transactions.
  • Understands financial statements/accounting: balance sheet, income statement, cash flow
  • Experience in quantifying and qualifying business and financial risk. Some knowledge of corporate finance products including bank credit facilities, public debt and equity issuance and some basic familiarity with (commodity) hedging concepts.
  • High-level competency in computer-based financial analysis and presentation (Microsoft Office)
  • Team player creative, persistent, high energy, confident, results-oriented, good communicator, strong writing skills and committed to achieving objectives.  Outgoing personality.
  • Committed to meet deadlines.

Business insight

At Société Générale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Société Générale is committed to strengthening bonds with colleagues, communities and the world in which we live, because relationships are at the heart of how we operate.

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: 22000070
Entity: SG Americas Securities
Starting date: 2022/03/01
Publication date: 2022/01/06
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