Analyst, Client Management

7 days ago

Melbourne City Centre, Victoria, Australia NAB - National Australia Bank Full time

Build your career within Corporate & Institutional Banking:


  • Bring your portfolio management & administration skills to a new team:
-
Support a diverse portfolio of VIC Corporate & Institutional clients:


  • Grow and develop your skills


We have an opportunity to join a new team in Client Management & Execution (CME) We are looking for passionate, driven individuals who can help deliver excellence in portfolio administration.

Client Management & Execution is a centre of Credit and Execution Excellence at NAB.

We partner with our Colleagues in C&IB Coverage and Product teams to deliver products and solutions for our CIB Customers, including managing the customer portfolios, driving business growth and efficiently delivering an excellent experience for clients.

CME has highly professional Portfolio and Execution specialists across Australia, UK, USA and Asia covering the broad spectrum of Corporate & Institutional businesses, delivering a wide range of financial solutions for our customers.


We currently have an opportunity for an Analyst to join our CME Enablement team to support our Corporate & Industrials VIC portfolio with credit administration, portfolio hygiene and reporting. The role provides an opportunity for deep exposure across a diverse portfolio of listed and large private companies. Industries including retail, agriculture, manufacturing, and technology and servicing across the breadth of the bank's product offering.

The role:


Reporting to the Head Of, Client Management & Execution, this role is part of the CME Enablement team and supports the VIC Corporate portfolio, to drive superior client outcomes, by assisting with portfolio administration, reporting, portfolio hygiene and a variety of other administrative work.

As a team member within CME Enablement, you will be a highly organised individual who thrives on problem solving, getting things done, attention to detail and ensuring that outcomes and deliverables are reached for both our Customers and Colleagues alike.


The following can be provided as a general summary of the key responsibilities of this role:

  • Owning and driving the management of portfolio hygiene including management of aged ratings, unrated entities, expired limits, short term extensions, RWA hygiene, management of suspense accounts etc
  • Assisting and actioning requests sent to our operations' teams
  • Providing reporting as needed and assisting with the smooth running and management of the portfolio
  • Supporting the portfolio with the management of covenants, debt facilities (including invoicing of manual fees, calculating break costs and capitalising interest)
  • Support the team with PPSR & company Searches, establishment of clients, facilities and securities in front end banking systems, recording of securities in order, and submitting discharge requests when required (including work associated with settlements)
  • Assisting with offboarding requests
  • Ensure the management of documents is adhering to policy and retention requirements, including the document repository, archival of original documents and the share drive folder
  • Assist with bank guarantee swaps, issuances which includes engaging with the Guarantees team,
  • To provide on the job training and coaching for team members or less experienced colleagues
  • To identify opportunities for process improvements to systems and procedures;
  • To solve problems and pain points as a CME Enablement team that will benefit the broader business (not just the business you are supporting);

What you will bring:

  • Tertiary qualifications in Finance, Business, Engineering (or a related discipline) will be highly regarded
  • Prior experience in banking as well as within an operational or servicing related role will be highly regarded
  • You will be proficient with the Microsoft suite (and in particular are comfortable using excel to analyse or review data)
  • Your exceptional interpersonal and communication skills, and your willingness to contribute to a team environment
  • A natural curiosity for process improvements to systems and procedures as well as your willingness to contribute to a team environment and the sharing of ideas and knowledge

A diverse and inclusive workplace works better for everyone:
At NAB, we're intent on building a culture we can all be proud of. One based on trust and respect. An uplifting environment where every single one of us feels appreciated and empowered to be our true, authentic selves. A diverse and inclusive workplace where our differences are celebrated, and our contributions are valued. It's a huge part of what makes NAB such a special place to be.

Make a difference through your work:
At NAB, we work together to deliver exceptional outcomes that exceed our customers' expectations. We are an ASX listed organisation that has been serving Australian communities for more than 160 years. We are investing in positive change and our work changes the

  • Client Value Manager

    1 week ago

    Melbourne City Centre, Victoria, Australia Corporate Travel Management Full time

    ABOUT CTM.CTM is an award-winning provider of innovative and cost-effective travel management solutions for corporate, events, leisure and loyalty travel markets. Its proven business strategy combines personalised service excellence with client-facing technology solutions to deliver a return on investment to clients. CTM was founded in 1994 in Brisbane and...

  • Client Services Analyst

    1 week ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- PermanentOur client is a financial services provider supporting clients with home and cross border securities and taxation requirements. They are looking to add a Client Services Analyst to their Melbourne team.As a Client Service Analyst, you will:- Provide Support to the Managing Director. Deal with scheduling, daily queries,...

  • Manager Analyst

    7 days ago

    Melbourne City Centre, Victoria, Australia Victoria Police Full time

    About the role:As an Analyst Manger within the Organised Crime Intelligence Unit (OCIU), you will be responsible for the management of two teams that provide tactical support to investigations and undertake proactive leads generation and target development. These teams contribute directly to investigations and are responsible for understanding the target...

  • Portfolio Analyst

    7 days ago

    Melbourne, Victoria, Australia Yarra Capital Management Full time

    Full time Add expected salary to your profile for insights Yarra Capital Management is a leading independent fund manager, providing investment products to domestic and international clients with $20 billion under management. We offer our clients access to a range of actively managed fundamental equity, fixed income and multi-asset capabilities. With...

  • Manager, Data Analyst

    7 days ago

    Melbourne City Centre, Victoria, Australia Experis Full time

    Our client, a government body, is seeking a Manager of Data to lead a team of analysts and engineers, leading a robust data practice to support both operations and projects, and managing resources and work flow.You will bring with you: 10+ years of experience across Data Management, Analysis, Design, Modelling, Development and Vis, to name a few. Proven...

  • Client Management Analyst

    7 days ago

    Melbourne, Victoria, Australia Mercer Full time

    Client Management AnalystWhat can you expect?What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a "people first" culture. We pride ourselves on providing outstanding career development, learning opportunities, rewards and...

  • Ict Analyst

    7 days ago

    Melbourne City Centre, Victoria, Australia Department of Premier & Cabinet Full time

    An exciting opportunity exists for a talented individual to join the Operations and Business Technology Branch, as ICT Analyst at the Department of Government Services.Reporting to the Manager, Infrastructure and Service Delivery, the ICT Analyst works to resolve all incident and service requests raised by staff across the department.The responsibilities of...

  • Financial Analyst

    1 week ago

    Melbourne City Centre, Victoria, Australia Department of Treasury & Finance Full time

    About usThe Department of Treasury and Finance provides economic, financial and resource management advice to help the Victorian Government deliver its policies. We strive for excellence in financial and economic management to improve the lives of all Victorians.The Financial Assets and Liabilities group (FAL) within DTF provides advice and reports on the...

  • Analyst, Client Services

    1 week ago

    Melbourne, Victoria, Australia Kaizen Recruitment Full time

    Leading Global Fund Manager Accelerated career growth join a rapidly expanding team Collaborate with New York and London teamsAbout the Company:Our client is a leading, global fund manager witnessing strong growth, and is currently seeking a Client Services Analyst to join the team.This role will report to Manager, Client Services and will be providing...

  • Test Analyst

    1 week ago

    Melbourne City Centre, Victoria, Australia Clicks IT Recruitment Full time

    Job Posting Title: Test Analyst (Oracle ERP Finance, SSO, Integration testing experience)Duration: 6 months with view to extendLocation: Melbourne CBD - HybridAccountabilitiesEstablish Collaborative and productive relationships within ISD and different groupsDeliver successful testing results for Client's SSO & Finance (Oracle ERP cloud, Zycus, Budgeting and...

  • Analyst, Transformation Management Office

    7 days ago

    Melbourne City Centre, Victoria, Australia Workplace Injury Commission Full time

    Workplace Injury Commission (WIC)Melbourne$102,552 per annum (plus super) + excellent mentoring and support Enjoy rewarding work, a respectful culture, and the support you need to thrive Competitive remuneration, flexibility, and incredible benefits Play a key role in helping injured Victorians find a way forward- ___________________________________The...

  • Test Analyst

    1 week ago

    Melbourne City Centre, Victoria, Australia FinXL Full time

    Job details: Posted 29 May 202 SalaryNegotiable LocationMelbourne CBD Job type Temporary DisciplineBanking & Financial Services ReferenceTR/022409_Job description:Test Analyst:About the role:The main purpose of these roles is to support our insurance client by delivering excellence in testing specific to the use of new digital platforms, systems, and...

  • Workforce Analyst

    7 days ago

    Melbourne City Centre, Victoria, Australia Probe CX Full time

    At Probe CX, we're powered by passion, driven by curiosity, enriched by a purpose to do it better. We work hard and love a good challenge (or multiple). With clients spanning across the Pacific, Asia and North America, we're no stranger to thinking big and working with innovative minds to achieve great success. We are dedicated to doing things better than...

  • Desktop Support Analyst

    7 days ago

    Melbourne City Centre, Victoria, Australia Modis Full time

    Global Organisation,CBD Location Long Term Project with opportunity of further extensions Competitive Daily Rates on OfferAbout the CompanyFantastic opportunity to join this Global Leading Organisation. As a Desktop Support Analyst, you will play a crucial role in ensuring the smooth operation of our clients' IT systems. You will be responsible for providing...

  • Architectural Analyst

    1 week ago

    Melbourne City Centre, Victoria, Australia Department of Education Full time

    The Architectural Analyst is responsible for:Capturing, updating and reporting all physical land and building asset information in the IAU Asset Management System Facilitating Computer-Aided Design (CAD) and asset data operations, and contributing to improving IAU's data capture processes Advising on activities relating to asset data and CAD, providing...

  • Project Analyst

    7 days ago

    Melbourne City Centre, Victoria, Australia Essential Services Commission Full time

    If you're looking for a role in a dynamic and community-focused organisation that is making a genuine impact on the lives of all Victorians, the Project Analyst position could be right fit for you.In this role you will: Assess evidence and documentation to verify energy upgrades meet Victorian Energy Upgrades program requirements Engage with program...

  • Cyber Incident Analyst

    1 week ago

    Melbourne City Centre, Victoria, Australia Department of Premier & Cabinet Full time

    The Victorian Government Cyber Incident Response Service (CIRS) is seeking a self-motivated and enthusiastic Cyber Incident Analyst to join our team.CIRS sits within the Department of Government Services. It provides organisations with access to expert cyber incident response and coordination services. This includes technical, forensics and communications...

  • SAP Data Analyst

    1 week ago

    Melbourne City Centre, Victoria, Australia Natural Selection Group Full time

    Contract Type: ContractLocation: Melbourne CBD & Inner Suburbs VictoriaIndustry:Information and Communication TechnologyContact Name: Bridget La RagyDate Published: 01Feb2024Our well known, Melbourne based client are seeking a SAP Data Analyst on a 3 month contract.This role is to support the data team for a large, complex SAP supply chain project. You will...

  • Real Time Analyst

    1 week ago

    Melbourne City Centre, Victoria, Australia Probe CX Full time

    At Probe Group, we're powered by passion, driven by curiosity, enriched by a purpose to do it better. We work hard and love a good challenge (or multiple). With clients spanning across the Pacific, Asia and North America, we're no stranger to thinking big and working with innovative minds to achieve great success. We are dedicated to doing things better than...

  • Intelligence Analyst

    1 week ago

    Melbourne City Centre, Victoria, Australia Victorian Gambling and Casino Control Commission Full time

    The Victorian Gambling and Casino Control Commission (VGCCC) is an independent statutory authority which regulates Victoria's gambling industry. The organisation licenses, informs and educates, monitors and enforces the gambling industry through a risk-based approach to regulation. Underpinned by its values of "work together, act with integrity, respect...