Crédit Agricole CIB

Summary

Join our UK Financial Institutions Coverage team in London, where you will support bankers by preparing briefing notes, managing entries to the MIS Client Live, and coordinating the commercial strategy, annual budgets, and semi-annual client performance reviews for UK Financial Institutions Clients. This role demands a proactive approach and a broad range of competencies, including excellent presentation skills, understanding of financial products, and risk analysis. This is a unique opportunity to work closely with senior bankers and contribute to strategic client management.

Responsibilities:

• Assist in collating the annual client budgets for UK PCO and PAM clients, interacting closely with Senior Bankers
• Organise quarterly alignment meetings between UK sectors and relevant Business Lines to identify client priorities, develop action plans, initiatives, and new products to meet client needs.
• Support the Head of UK Coverage in organizing and preparing full year and mid-year UK PCO and PAM client sector reviews, highlighting achievements, risks, and challenges.
• Maintain relevant Client Live inputs (meetings, client contacts) and outputs (NBI, PI, RWA, EVA, Liquidity).
• Assist bankers with KYC duties, including contacting clients to obtain required information and maintaining an orderly workflow.
• Prepare Client Profiles, 360 reviews, client pitches, and similar documents.

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

Graduate

Experience

n/a

Required skills

• Basic knowledge of risk analysis methodology in the context of complex structured transactions.
• Understanding of investment banking products (securities, derivatives, ECM, DCM, ITB, etc.).
• Excellent interpersonal skills, team-player, and proactive attitude.
• Ability to work independently.
• Good understanding of financial engineering principles, including mastery of spreadsheet-based financial analysis.

Technical skills required

• Good command of PowerPoint presentations