IT Business Analyst

We are seeking a high-energy, strong salesperson to independently grow and retain a portfolio of sophisticated corporate cash clients, including Treasurers, CFOs, and FMs.

The ideal candidate will have experience within fixed income and cash products and the ability to create a favorable impression aligned with Treating the Customer Fairly (TCF) principles and the ability to execute the sales process end-to-end.

Minimum Qualifications

1. Minimum 5 years sales experience in banking or asset management.
2. Bachelors Degree and Professional Qualifications in Finance, Economics, and Accounting.
3. B Honours / CFA and Registered RE1.

Responsibilities

1. Accountable for the improvement of quality, service, and work outputs, continuously recommending improvements.
2. Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
3. Proactively identify area of specialisation related problems, determine cause and effect, and recommend the best option to implement corrective action based on previous experience.
4. Provide support to portfolio managers by taking on service-related tasks and maintaining client knowledge (strategy, personalities, needs, changes, etc.) to assist portfolio when interacting with clients.
5. Provide input into new product needs and requirements that accommodate changing industry dynamics and the flow of funds in the industry.
6. Record all engagement activities via a robust CRM system to build continuity in relationship management and provide useful management tools and analysis reports to measure the effectiveness of the engagement activities.

Job Details

Seniority level: Associate

Employment type: Full-time

Job function: Accounting / Auditing, Analyst, and General Business

Industries: Financial Services, Investment Banking, and Business Consulting and Services