Capital & Credit Markets Senior Specialist Job at EDP (Lisbon)

Private Credit Data Operations Specialist

The Private Credit Data Operations Specialist is responsible for assisting in th...

Location

United States , Atlanta

Salary:

75000.00 - 100000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets
Strong fixed income knowledge required and fixed income experience a plus
Expect pursuit of CFA Investment Foundations designation
Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail
Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya's fixed income strategies
Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus
Strong interpersonal skills with ability to engage with many individuals throughout the organization
Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients
Background in CPA or CFA preferred
Ability to multi-task and work in a high-paced, team-oriented environment

Job Responsibility

Performing as a core part of IM's Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients
Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results
Responsible for onboarding new client relationships across the team's proprietary portfolio management systems
Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance
Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests
Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates
Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution
Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM's institutional distribution teams
Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

UK Global Network Banking Coverage Banker

The Banker is a client facing professional responsible for managing and growing ...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous substantial experience in client management or a related role within the financial services industry
Deep understanding of the local market, economic trends, and regulatory environment
Strong credit understanding and risk assessment skills
Strong knowledge of corporate banking products, particularly Treasury and Trade Solutions (TTS) and Markets
Demonstrable ability to build and maintain strong client relationships
Excellent interpersonal, presentation, and communication skills
Bachelor's degree in Finance, Business, Economics, or a related field

Job Responsibility

Partner with Senior Bankers to provide overall relationship management support
Assist with day to day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, other products and solutions
Support Bankers in cross-selling full spectrum of products and services by identifying customer needs to generate revenue
Responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
Responsible for staying abreast of market and industry trends, best practices and competitive landscape
Build and nurture trusted advisor relationships with key contacts at the client's local subsidiary through valuable insights and high-quality engagement
Develop a comprehensive understanding of the local entity's business model, strategy, and financial wallet to identify and pursue opportunities
Maintain a strong and consistent calling intensity to ensure proactive and responsive client coverage within the country
Strong focus in origination and execution of top revenue wallet opportunities
Drive in-country wallet share growth for a portfolio of key subsidiary clients, maximizing Citi's penetration in the local market

Fulltime

Banker - Industry/Country Coverage

Associate, Banker - Industry/Country Coverage with Goldman Sachs & Co. LLC in Ne...

Location

United States , New York

Salary:

175000.00 - 225000.00 USD / Year

The New York Times

Expiration Date

Until further notice

Requirements

Master's degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, International Affairs, or a related field and one (1) year of experience in the job offered or in a related role OR Bachelor's degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, International Affairs, or a related field and three (3) years of experience in the job offered or in a related role. Prior experience must include one (1) year of experience with Master's degree or three (3) years of experience with Bachelor's degree with: Producing client reports using market data analyses, leveraging electronic data sources including Bloomberg, FactSet, or Capital IQ
performing credit analysis, including analyzing a company's financial position, evaluating historical cashflow, assessing the maturity profile
analyzing company data, including strategic operating plans, documentation of live transactions, and regulatory filings
executing debt and equity or private M&A (buyside and sell-side) transactions
and Liaising with capital market specialists in connection with the structuring, pricing and distribution of structure. Up 10% percent domestic and international travel required for client meetings and engagement.

Job Responsibility

Prepare and review financial projections and models, accounting and regulatory statements, debt and equity filings and documents, and presentations prepared for live deals, corporate board meetings, investment banking pitches and client service projects on corporate finance topics
supervises and reviews memoranda required to gain internal approvals from typical investment banking committees. Interact with senior management on a regular basis to execute projects, provide updates and advice and prepare presentation materials especially as it relates to M&A and equity underwriting processes.

What we offer

All travel expenses paid by the firm

Fulltime

Lending Advisor - Director

The Lending Advisor Generalist is a strategic professional who closely follows l...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive experience working in a similar role
Strong and proven analytical, financial structuring and execution skills
Strong marketing and sales skills
Strong knowledge of Citibank’s Credit Policies, Product Programs and Citi Policies
Good knowledge of financial markets, investments, banking and loan products
Financial and cash flow modelling
Excellent communication (written and verbal) and interpersonal skills
Ability to work under pressure to tight deadlines
Good negotiation skills
Strong initiative and interactive approach to problem solving

Job Responsibility

The candidate is an experienced lending product specialist and credit officer within the Lending Advisory business, with direct client coverage responsibility
The candidate is required to have strong structuring skills, origination/marketing capabilities and sound credit judgment and has the responsibility to work with Private Bankers for completing the due diligence, underwriting, obtaining approval and reviewing/closing documentation for new Facilities to clients
Marketing and sale of the full Product range, including client calling and account planning in partnership with Private Bankers
Understand and anticipate clients' needs, following up with effective products and financial solutions
Maximize revenue generation whilst achieving at least minimum return targets ensuring responsible lending growth
Responsible for appropriate transaction structuring and execution (within product programs) with appropriate risk and return characteristics, ensuring appropriate Credit Policy and Risk Acceptance standard compliance
Define, coordinate and oversee the analytical activities of the deal team
Define and negotiate the transaction and credit framework (including covenant definition)
Oversee preparation of credit and capital allocation memos
Oversee the Credit Approval write up, for both new deals and annual reviews

Fulltime

Uk Commercial Bank Senior Relationship Manager (Nbfi) - Director

Citi Commercial Bank UK's Non-Bank Financial Institution (NBFI) team covers UK-h...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive experience within Commercial or Corporate Banking
In-depth knowledge of all aspects of commercial banking including strong commercial credit knowledge and an ability to quickly learn new products and services
Demonstrates an expert level of Early Warning Detection skills
Demonstrates expert level credit skills
capable of structuring all credit deals and guiding staff through the credit deal approval process
Demonstrates advanced Citi's credit-process and credit-appetite knowledge
Ability to work effectively in team setting
Ability to lead multi-functional teams to provide an exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Ability to work under pressure while making sound decisions

Job Responsibility

Self-originate new, multi-product and multi-country clients for CCB UK, and manage those relationship on an ongoing basis
Responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with Citi's value proposition
Understand and follow trends within the industry to provide thought leadership to clients
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward
Substantial execution experience on complex deals with a proven ability to lead a deal team process
Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
Be the Best for our clients' by understanding and delivering on clients' holistic treasury and strategic agenda
Be responsible for Client-level planning, budget and revenue responsibilities
Demonstrate excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Ability to work effectively in team setting

Fulltime

Business Development Director

We are seeking a high-calibre Business Development Director to lead the originat...

Location

United Kingdom , Edinburgh; Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Significant experience in Corporate Banking within the Large Corporate segment
Proven track record of originating and winning complex, high-value client relationships
Strong understanding of corporate finance, capital structures and multi-product banking solutions
Demonstrated ability to build and convert a high-quality opportunity pipeline
Strong network across Scotland's corporate and advisory landscape
Self-starter with a proactive, market-led approach to origination
Credibility and confidence to engage at CFO / C-suite level
Excellent stakeholder management across internal and external networks
Ability to collaborate effectively across a large, matrixed organisation
Strong commercial judgement with a focus on risk-adjusted returns

Job Responsibility

Driving New Business Origination: Identify and originate new-to-bank Large Corporate relationships across Scotland
Build and manage a prioritised target pipeline of high-value prospects
Develop tailored engagement strategies for complex, multi-stakeholder organisations
Lead early-stage client engagement and convert opportunities into active mandates
Building Strategic Relationships: Establish and maintain relationships with CFOs, Treasurers and senior executives, Private equity sponsors and institutional investors, Professional advisers including corporate finance, legal and accountancy firms
Build a strong external profile, representing Barclays across industry events and forums
Position Barclays at the centre of Scotland's corporate ecosystem
Delivering Client-Centric Solutions: Originate opportunities across Barclays' full product suite, including Corporate and structured lending, Transaction banking and liquidity solutions, FX and risk management, Investment Banking, Debt Capital Markets and strategic advisory
Work closely with product specialists and sector experts to deliver integrated, solutions-led propositions that meet client needs
Pipeline Management & Execution: Maintain a disciplined, data-driven approach to pipeline management

What we offer

Wellness rooms
Gyms
Mental health support
Inclusive culture
Collaborative areas
Socialising
Sports
Community events
Volunteering

Fulltime

Restructuring Advisory Intelligence Associate Director

This is a fantastic opportunity for a driven individual with strong experience a...

Location

United Kingdom , London

Salary:

Not provided

Grant Thornton UK LLP

Expiration Date

Until further notice

Requirements

Educated to degree level or equivalent work experience
Strong experience gained within a restructuring, investment banking or credit analyst environment or within a specialist data provider in this market (such as Debtwire or Octus)
Strong analytical skills in interpreting financial data
Excellent commercial awareness

Job Responsibility

Working closely with our Turnaround and Restructuring, Pensions and Debt & Capital Advisory teams you will provide support and high-quality analysis for pitches, proposals and the generation of new work, identifying and acting on commercial opportunities, overseeing thought leadership, maintaining sector knowledge management and raising the profile of the team both internally and externally
You will liaise with the other sector and market intelligence team members to provide a comprehensive picture of internal experience and credentials as well as analysis of external market conditions and their effect on these sectors
Through the value-added research you provide you will help the team win new business
You will be part of the Turnaround and Restructuring team and also the Sector Intelligence team which includes eight sector and market experts (including healthcare, business support services, industrials, TMT, financial services and private equity)
This role requires you to work closely with senior fee-earners to help develop a pro-active and sector driven go to market strategy

What we offer

Core benefits including life cover, income protection and matched pension
Supporting your health with screening, dental and eye care and Doctor@Hand
Financial support through mortgage advice, will writing, investment accounts and more
Lifestyle benefits including buying holiday, bike schemes, discounts and cashback

Fulltime

Commercial Banking Director

Location

Brazil , São Paulo; Curitiba

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
In-depth knowledge of all aspects of commercial banking
commercial credit knowledge and an ability to quickly learn new products and services
Possesses sound judgment and is creative in providing credit/deposit solutions to bank clients
Significant experience with commercial credit decision making authority, with experience in complex capital structures and cross border transactions
Minimum intermediate level credit skills with the capability to demonstrate advanced level credit skills to be appointed a senior credit officer
Ability to work effectively in team setting
Able to effectively interact with a variety of internal and external constituencies
Proven track record of successfully managing and leading teams through complex change
a reputation for retaining, attracting and developing talent

Job Responsibility

Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times
This people leadership role is responsible for leading a team of Relationship Managers (RMs)
Responsible for calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, roadblocks or risks, , in addition to identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s value proposition
Attracting, retaining and motivating a team, along with responsibility for managing a budget and meeting team sales goals
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Fulltime

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Capital & Credit Markets Senior Specialist

Job Description

Job Responsibility

Requirements

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