US Analyst - Technology Coverage Banking

Position Title: US Analyst

Industry: Technology Coverage Banking

About Credit Agricole CIB

Description: Crédit Agricole S.A. is a global financial institution based in France with over $2.1 trillion in total assets. The Bank offers a full range of services that include retail banking, corporate & investment banking, asset management, insurance, and numerous others. Crédit Agricole Corporate & Investment Bank (“CACIB”), a wholly owned subsidiary, provides capital markets, investment banking, and corporate banking services worldwide. 

About the US Analyst Program

The U.S. Analyst program offers an opportunity for recent college graduates interested in finance and investment banking to actively participate in this fast-paced and challenging industry.  We provide our U.S. Analysts with the tools necessary for professional growth and career advancement. The U.S. Analyst experience fosters the opportunity to connect with people who can help guide you career.

The U.S. Analyst position will be available for a maximum of 2 years.  The goal of the U.S. Analyst program is to develop the ideal candidate into a full-time position at the end of the two years. 

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.
• Assist with the preparation of 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.
• Assist with the maintenance 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.
• Assist with the management of the 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.
• Assist with monitoring and ensuring compliance with all Know Your Customer requirements, internal monitoring requirements, portfolio reviews, etc.
• Assist with the analysis of risk/return metrics on all stand-alone transactions and client relationships.
• Cultivate and upgrade prospect list for future client development.

Qualifications:

Minimum:

• Candidate must be eligible to work in the US
• Candidate must not require Visa sponsorship now or in the future
• Able to commute into the Menlo Park, CA location 

Preferred:

• Strong computer skills including use of Excel, PowerPoint, Word
• Some accounting/finance/economics coursework 
• Familiarity with banking and capital markets 
• Financial modelling skills 
• Knowledge of the Technology sector
• Strong computer skills including use of Excel, PowerPoint, Word
• Developed oral and written presentation skills
• Basic grasp of risk/return analysis concepts and tools