Job Description
Responsibilities
The successful candidate will be responsible for:
Client and Industry analysis: supporting coverage on credit and risk related issues when required by the credit process, preparing support memos for transactions involving financial institution clients and conducting economic and industry analysis and reporting.
Liaise with business lines: working in close cooperation with other business lines including Infrastructure, Asset Backed Product, Real Estate and Energy to expand business opportunities.
Prepare presentation materials: creation and production of high-quality pitch books and other marketing material for internal and external presentations.
Data management: completing client database updates and coordination, revenue tracking and budget forecasting.
Onboarding: providing assistance with the KYC (“Know Your Customer”) process and other documentation for existing clients and the onboarding of new clients.
Client intelligence & coordination: supporting key client meetings and preparing briefing notes for c-suite client meetings as well as recording minutes from meetings.
We are currently looking for a Graduate Trainee – Financial Institutions Coverage to join us on a full-time fixed term basis for 12 months. The candidate will support the Head of FSC, in assisting with the implementation and deployment of a multi-tiered coverage strategy with clients including banks, superfunds, asset managers, and insurance companies to deliver insightful and strategic support for their needs. The Graduate Trainee role will encompass all support tasks related to the coverage activity, from assistance with client engagement and marketing activities through to the support for onboarding, KYC and transaction documentation and the administrative dimension of the function. This is an exciting opportunity to join a dynamic and growing team within a fast-paced, results focused, global organization with strong growth ambitions for the Australian business.
Profile required
Qualifications, Experience & Knowledge Required:
University degree in a relevant discipline (Business, Finance, Marketing, Accounting, Economics or Law)
No previous work experience necessary, however some previous Investment banking or finance experience would be considered favorably
Strong ability in Microsoft Excel and PowerPoint, and Microsoft Office generally
Behavioral Competency Required:
Ability to work in a small team environment across teams located offshore
Ability to manage self in prioritizing tasks and managing competing deadlines while maintaining a strong attention to detail
Strong oral, written and interpersonal communication skills
Willingness to take initiative, proactive, enthusiastic, keen to learn, hands on attitude
Well organized and with an ability to coordinate with colleagues to successfully complete tasks
Ability to contribute to the team’s efforts to build and maintain trusted client relationships both internal (various support functions and middle/back-office teams) and external (clients, industry bodies, government agencies
Functional Relationships:
Internal: staff from business divisions and support functions locally, regionally and globally
External: clients and external advisors
Behavioral Skills
Client - Client focus: I put long term relationship with our clients at the center of my actions, whatever my position
Client - Understanding and Respect: I listen to clients and colleagues in order to understand and anticipate their needs
Commitment - Sustainability: I strive to develop my skills and knowledge
Team Spirit - Synergies: I make cooperation with colleagues in and outside my team a priority
Team Spirit - Collective mindset: I favor the team’s interest over my own results
Innovation - Simplification: I make things & ideas simple
Business insight
Our Culture:
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. Please visit our APAC career website: https://www.societegenerale.asia/en/careers/building-your-career-with/ for more information.
Diversity, Equity & Inclusion (DE&I):
Our mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.
Our vision:
Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
Engage our community and marketplace, and position the organization to meet the needs of all its clients
Check out our DE&I initiatives: https://www.societegenerale.asia/en/careers/diversity-equity-inclusion-dei/
Societe Generale is committed to offering inclusive recruitment experience to all candidates. If you require any reasonable accommodation of assistance during the recruitment process, please do not hesitate to let our HR staff know.
Department Description
The Financial Sponsor Coverage ('FSC') team within Global Banking and Advisory ('GLBA') oversees the global relationship with Financial Sponsors, which are Alternative Asset Management firms active in Private Equity, Private Debt and Credit, Infrastructure, Real Estate and Fund of Funds. The team covers Financial Sponsors for their Corporate Finance needs, as well as Financing and Advisory needs at portfolio companies/assets level, Fund level and General Partner level. They promote the whole range of Societe Générale's capabilities, with a primary focus on originating investment banking mandates (M&A, Equity and Debt Capital Markets, LBO, Infrastructure/Energy and Real Estate financing, Fund Financing and Hedging).
Diversity and Inclusion
We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, ****** orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.
The successful candidate will be responsible for:
Client and Industry analysis: supporting coverage on credit and risk related issues when required by the credit process, preparing support memos for transactions involving financial institution clients and conducting economic and industry analysis and reporting.
Liaise with business lines: working in close cooperation with other business lines including Infrastructure, Asset Backed Product, Real Estate and Energy to expand business opportunities.
Prepare presentation materials: creation and production of high-quality pitch books and other marketing material for internal and external presentations.
Data management: completing client database updates and coordination, revenue tracking and budget forecasting.
Onboarding: providing assistance with the KYC (“Know Your Customer”) process and other documentation for existing clients and the onboarding of new clients.
Client intelligence & coordination: supporting key client meetings and preparing briefing notes for c-suite client meetings as well as recording minutes from meetings.
We are currently looking for a Graduate Trainee – Financial Institutions Coverage to join us on a full-time fixed term basis for 12 months. The candidate will support the Head of FSC, in assisting with the implementation and deployment of a multi-tiered coverage strategy with clients including banks, superfunds, asset managers, and insurance companies to deliver insightful and strategic support for their needs. The Graduate Trainee role will encompass all support tasks related to the coverage activity, from assistance with client engagement and marketing activities through to the support for onboarding, KYC and transaction documentation and the administrative dimension of the function. This is an exciting opportunity to join a dynamic and growing team within a fast-paced, results focused, global organization with strong growth ambitions for the Australian business.
Profile required
Qualifications, Experience & Knowledge Required:
University degree in a relevant discipline (Business, Finance, Marketing, Accounting, Economics or Law)
No previous work experience necessary, however some previous Investment banking or finance experience would be considered favorably
Strong ability in Microsoft Excel and PowerPoint, and Microsoft Office generally
Behavioral Competency Required:
Ability to work in a small team environment across teams located offshore
Ability to manage self in prioritizing tasks and managing competing deadlines while maintaining a strong attention to detail
Strong oral, written and interpersonal communication skills
Willingness to take initiative, proactive, enthusiastic, keen to learn, hands on attitude
Well organized and with an ability to coordinate with colleagues to successfully complete tasks
Ability to contribute to the team’s efforts to build and maintain trusted client relationships both internal (various support functions and middle/back-office teams) and external (clients, industry bodies, government agencies
Functional Relationships:
Internal: staff from business divisions and support functions locally, regionally and globally
External: clients and external advisors
Behavioral Skills
Client - Client focus: I put long term relationship with our clients at the center of my actions, whatever my position
Client - Understanding and Respect: I listen to clients and colleagues in order to understand and anticipate their needs
Commitment - Sustainability: I strive to develop my skills and knowledge
Team Spirit - Synergies: I make cooperation with colleagues in and outside my team a priority
Team Spirit - Collective mindset: I favor the team’s interest over my own results
Innovation - Simplification: I make things & ideas simple
Business insight
Our Culture:
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. Please visit our APAC career website: https://www.societegenerale.asia/en/careers/building-your-career-with/ for more information.
Diversity, Equity & Inclusion (DE&I):
Our mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.
Our vision:
Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
Engage our community and marketplace, and position the organization to meet the needs of all its clients
Check out our DE&I initiatives: https://www.societegenerale.asia/en/careers/diversity-equity-inclusion-dei/
Societe Generale is committed to offering inclusive recruitment experience to all candidates. If you require any reasonable accommodation of assistance during the recruitment process, please do not hesitate to let our HR staff know.
Department Description
The Financial Sponsor Coverage ('FSC') team within Global Banking and Advisory ('GLBA') oversees the global relationship with Financial Sponsors, which are Alternative Asset Management firms active in Private Equity, Private Debt and Credit, Infrastructure, Real Estate and Fund of Funds. The team covers Financial Sponsors for their Corporate Finance needs, as well as Financing and Advisory needs at portfolio companies/assets level, Fund level and General Partner level. They promote the whole range of Societe Générale's capabilities, with a primary focus on originating investment banking mandates (M&A, Equity and Debt Capital Markets, LBO, Infrastructure/Energy and Real Estate financing, Fund Financing and Hedging).
Diversity and Inclusion
We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, ****** orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.
💡 Quick Summary
Seeking a career-building opportunity? The Graduate Trainee – Financial Institutions Coverage position is now open for candidates interested in the Finance sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
