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Client & Capital Strategy - Associate

Eton Clarke
London, United Kingdom
Market Standard
Closing date
Jul 19, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities:
  • Provide input and analysis to various client & capital initiatives across EMEA, including but not limited to: Deal Approval Committee, Account Planning, Sector & Country reviews, floor and target rate setting, Non-Core portfolio reviews.
  • Work with Front Office (FO) to produce Client Plans and profitability models to be used in the deal approval committee.
  • Be a Subject Matter Expert in client and deal profitability modelling, pre-screening client plans, advising FO and providing recommendations to aid decision making.
  • Conduct analysis of client and portfolio profitability, providing insights and recommendations to the wider CPM team and FO.
  • Compile and distribute deal approval minutes. Record, monitor and track action points and report the outcome to Senior Management.
  • Work with the CPM Client Analytics team and FO to design, develop and produce client and portfolio dashboards.

Qualifications, Skills and Experience:
  • 3 years of experience in banking
  • Relevant technical degree-level education with a preference toward accounting / financial and / or mathematical disciplines.
  • Strong numerical and financial skills with the ability to interpret financial information, and design and use financial models.
  • Knowledge of banking products, financial markets, regulatory requirements
  • Strong communication skills, including drafting of procedures, presentation materials, and other necessary documents.
  • Advanced excel skills with the ability to efficiently manipulate data.
  • Strong team player, confident self-starter with excellent communication skills

If this opportunity is of interest and you feel you have the suitable experience and skills for this position, please apply or send an updated CV to

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