Analyst Client Acquisition

Posted Yesterday
Be an Early Applicant
VIC
1-3 Years Experience
Fintech • Financial Services
The Role
The Analyst Client Acquisition role involves assessing the viability and coordinating the execution of transactions, credit analysis, financial modelling, and supporting the Client Acquisition team in new finance transactions. The role also includes preparing and presenting pitches to potential clients and requires strong Excel skills, financial modelling experience, and an analytical mind.
Summary Generated by Built In

Analyst Client Acquisition
See yourself in our team

Our Business Banking (BB) business serves over 10,000 clients in the medium to large business segment across Australia, with complex financial needs and turnover between $10m to $500m.

 

We are committed to understanding our clients, and delivering insights and creative solutions, to drive sustainable business growth.

The Client Acquisition team leads opportunities for new mid-market customers in diversified industries with both private and small/medium public companies. We are focused on originating and on-boarding new-to-bank customers with lending requirements usually ranging from $5m - $200m, in addition to leading transactions where clients are undertaking M&A or other material corporate activity;

Once a transaction is completed and the client is on boarded, the ongoing management of the client is transferred to the Relationship Team so the Client Acquisition team can focus on the next transaction. 

 

Do work that matters

Do you want to work in a collaborative team and really drive a market to continuing success? Are you currently writing complex credit papers and consider yourself highly skilled in cash flow analysis?

You will support a dedicated team of Executives in analysing, structuring and modelling complex financing solutions in order to achieve overall team targets and business objectives.

This is an excellent opportunity to gain exposure to more complex corporate banking deals, work in a strong and successful business, and gain some outstanding exposure to deal flow in the Mid-Market segment.

 

More specifically, you'll:

  • Assess the viability and coordinate the execution of transactions;
  • Credit analysis, financial modelling, and producing credit applications;
  • Supporting the Client Acquisition and wider BB relationship teams on specific finance transactions through structured credit and financial modelling;
  • Prepare and present pitches to potential clients including board level, business owners and senior management teams.

 

We want to hear from you if you:

  • Experience in considering business and market risk, writing and analysing credit transactions;
  • Strong Excel skills and experience in financial modelling;
  • The ability to quickly grasp complex transactions, and will ideally have previous 'new to bank' transactional and credit risk experience;
  • An analytical mind with strong relationship management skills;
  • Experience with legal documentation;
  • The commitment to team success, goal orientation with a can-do attitude; and
  • A tertiary qualification in Business/Finance and/or Commerce would be highly regarded.

 

This is an excellent opportunity to gain exposure to large and complex Corporate and Business Banking clients and be involved in deals with a successful business.

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 13/10/2024

Top Skills

Excel
The Company
HQ: Sydney, New South Wales
52,000 Employees
On-site Workplace
Year Founded: 1911

What We Do

Australia’s leading provider of financial services including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services.

We are a business with more than 800,000 shareholders and over 52,000 employees. We offer a full range of financial services to help all Australians build and manage their finances.

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