Associate, Non-bank Financial Institutions Arm
1 week ago
**Opportunity to join Westpac’s Institutional Bank**:
- **Established career path and progression opportunities**:
- **Sydney Based**
**How will I Help?**
Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand.
The Financial Institutions, Public Sector, and Health sector (FIPSH) also includes the Non-Bank Financial Institutions portfolio which is a recently established coverage team that aspires to deliver strategic and relevant engagement to a diverse group of alternative financiers.
The role is based in Sydney and will report to the Head of Non-Bank Financial Institutions.
As an Associate within Non-Bank Financial Institutions you will be responsible for supporting the coverage bankers drive strategic engagement and pro-active, advice-led business origination with Westpac’s key institutional clients. Non-Bank Financial Institutions’ objective is to achieve high levels of year-on-year growth and optimal return on equity, by developing, managing and deepening the relationship with a portfolio of private and publicly listed clients.
To be successful in the role, you will need to work well in a team environment, coordinating Analysts, Credit, Legal, Transactional Services, Debt Markets, Financial Markets and Compliance.
Core responsibilities include:
- Industry strategy to include key involvement in, coordination and delivery of:
- Written industry strategies including related research and analysis; and
- Industry deep dive analysis
- Financial analysis
- Customer centric activities to include:
- Coordinating the professional delivery of tailored financial and transactional solutions for customers including by developing customer presentation material.
- Coordinating communication to customers such as responses to Requests for Proposals (‘RFP’), delivery of Expressions of Interest.
- Operating the internal CRM system; and
- Supporting the development of customer relationships and attendance of customer meetings where appropriate.
- Origination support:
- Preparing and coordinating refinance/new product pricing approvals using DPX, MyClient, Credit Connect and Qlikview systems.
- Preparing and coordinating internal and external account planning.
- Preparing revenue reporting, forecasts as well as following up on revenue anomalies within reports with Finance and respective industry or product colleagues; Acting as interface with the customer for client service matters.
- Ad hoc tasks to support customer needs and deliverables.
- Overseeing internal and external hygiene matters necessary for the smooth running of the NBFI customer portfolio.
**What’s in it for me?**
This is an opportunity to join WIB in an Associate role in the NBFI team working with a sophisticated client portfolio including; funds, asset managers, and insurance companies to name a few. You will work closely with the senior members of the team as well as liaise with internal stakeholders across Risk, Product, Business Development, and the Analyst teams. You will also have client exposure as well, through the internal and external interactions you will expand your professional network and begin to develop you business and commercial acumen.
On a personal note, whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.
**What do I need?**
To be successful you will have the following:
- Confident and competent individual who has demonstrated success in a fast paced, team-based environment and proficient in a customer-facing environments.
- Exceptional communication skills and attention to detail.
- Project management skills and credit experience is desirable.
- Highly numerate with the ability to navigate complex systems.
- Degree qualified - Business/Finance/Accounting/Economics preferably
**What is it like to work there?**
For the past 200 years, we’ve been backing people, businesses, communities, and ideas. As Australia’s first bank, we’ve adapted and evolved, inspired by our customers and a genuine desire to create better futures.
Together, we’re creating better futures for all our people, customers, communities, and shareholders. This has been our enduring Purpose.
- **We inspire our people and together we are creating better futures **. It’s our passion for embracing diversity and creating opportunities that enables them to dream big and fulfil their potential.
- **We empower our customers **. It’s our strength, agility and heart that gives them the confidence to navigate change and forge new paths. Empowered, our customers are creating better futures.
- **We make change happen in the community **. It’s our s
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