You are viewing a preview of this job. Log in or register to view more details about this job.

Senior Associate - Technology Associate

GRADUATES ONLY!

Key Responsibilities

·        Provide Origination/Client Coverage support to Senior and Junior Bankers.
·        Develop an in-depth understanding of the Credit Agricole Group’s product offering and network as well as an understanding of how the Bank’s products and network apply to the Team’s clients and prospects.
·        Prepare pitch books for client and internal presentations.
·        Prepare briefing memos for client visits and for internal presentations/committees.
·        Prepare financial models and pro forma capital structures for idea generation and client visits.
·        Learn the fundamentals of financial and strategic analysis.
·        Maintain global control over revenue budgets for each primary coverage client and support Senior Bankers in managing revenue budgets for all other Team clients.
·        Develop an in-depth understanding of clients’ and prospects’ strategies and business models, as well as of the Technology sector.
·        Manage credit request and approval process for new transactions, amendments and annual reviews.
·        Liaise with product groups and international counterparts to ensure approvals are received in a timely manner.
·        Monitor and ensure compliance with all Know Your Customer requirements, internal monitoring requirements, portfolio reviews, etc.
·        Analyse risk/return metrics on all stand-alone transactions and client relationships.
·        Cultivate and upgrade prospect list for future client development.

Essential
  • BA/BS degree
  • 2-5 years of sector experience
  • Strong interpersonal skills and ability to multi-task
  • Strong computer skills including use of Excel, PowerPoint, and Word
  • Developed oral and written presentation skills
  • Basic grasp of risk/return analysis concepts and tolls

Desirable
  • Some accounting/finance/economics coursework
  • Know how to use Bloomberg
  • Familiarity with banking and capital markets
  • Financial modelling skills
  • Knowledge of the Technology sector
  • Ability to speak French would be a plus

THE POSITION CAN BE IN NEW YORK OR THE SAN FRANCISCO BAY AREA

VACCINATION POLICY: MUST BE FULLY VACCINATED