Trainee Asset Management Coverage Analyst

Permanent contract|London|Others

Trainee Asset Management Coverage Analyst

London, United Kingdom Permanent contract Others


Description of the Business Line or Department

Within Societe Generale Global Banking and Investment Solutions (GBIS) division, Societe Generale Securities Services (SGSS) provides institutional clients, brokers and retail clients with a comprehensive range of securities services across all asset classes.

Within the Commercial Team, the Global Sales Facilitation function works closely to the Sales and Relationship Managers team to provide support on their commercial efforts.

SGSS in the UK is a growing division - a very dynamic place - where the candidate will be exposed to several different topics, which ultimately will allow her/him to develop multiple sales related skills, including a bigger knowledge of the Investment Banking and Securities Services industry and the different markets SGSS operates in.

Summary of the key purposes of the role

Reporting to the local Head of Coverage, Asset Managers, UK & Ireland, the candidate will support sales team in their commercial activities selling SGSS services and products across this client segment.

The trainee will be expected to support the coverage team through the entire sales life-cycle of their activities, including for example; preparation for prospect meetings and follow-up, support for RFPs and due diligence visits, preparation of pricing and contractual terms, service definition and on-boarding.

This role will involve close collaboration with colleagues in Global Sales Facilitation and other departments within CMS, to help deliver business solutions and win new clients for SGSS UK.

Summary of responsibilities 

  • Work within the AM Coverage team to support the business development process for all aspects of the sales life-cycle. Responsibilities include;
  • Follow-up upon the commercial activity deriving from Marketing campaigns and events
  • Co-ordination and preparation of commercial presentations for client and prospect meetings
  • Support for completion of RFP responses, in close collaboration with GSF, including;
  • Participation in governance calls and status updates for the deal team
  • Review RFP responses and seek clarification where needed (including translation reviews)
  • Prepare supporting materials for follow up with the prospect/consultant, such as question clarification
  • Support Coverage team in preparation for subsequent presentations, workshops, due diligence etc.
  • Creation of briefing documents for senior management (e.g. required for deal sign-off)
  • Support the co-ordination and population of answers to Due Diligence questionnaires
  • Support the local Account Planning exercise (annual reviews of coverage action plans for SGSS Top 100 Clients and Prospects)
  • Capture relevant data input for the sales teams into the CRM system and Deal Flow system
  • Preparation for Mid-year and Year-end Sales review meetings to track calling progress
  • Participation in regular team meetings to provide updates and follow up on actions
  • Assist with transition to onboarding team for successful deals

Profile required


  • Excellent English written and oral skills required (or ability to reach quickly such level).
  • Good knowledge of Microsoft Office Suite (PowerPoint, Excel – including Pivot tables - , Word)
  • Good people and communication skills
  • Team spirit and ability to work in team
  • Orientation to high quality results and to respect the given deadlines
  • Good time management skills
  • Ability to work on several projects at the same time
  • Problem solving skills
  • Skills in sales methods and marketing
  • An understanding of Securities Services activities is preferred, though not a prerequisite
  • Degree required
  • Masters or equivalent ideal.
  • Work experience, ideally in sales, management of sales force, customer relationship or IT / CRM platforms, and/or project management
  • Sales acumen

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 Société Générale, 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 identity.

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: 220009SB
Entity: SG CIB
Starting date: 2022/08/29
Publication date: 2022/06/23