Associate, Non-bank Financial Institutions

2 weeks ago

Sydney, Australia Commonwealth Bank Full time

**You are a looking to become a Client Coverage specialist in Institutional Banking**
- **We are an innovative environment with client interaction, training & development.**
- **Full time, permanent role based in Sydney supporting flexible working**

**See yourself in our team**:
Our Non-Bank Financial Institutions (NBFI) team provides a full range of capital and financing solutions to clients across Funds Management and Wealth Management. These include acquisition funding, working capital, fund leverage, capital call facilities, capital markets programs including access to domestic and international debt capital markets, securitisation warehousing, structured and trade finance, bank guarantees and structured asset finance.

**Your impact and contribution**

As an Associate, you’ll work in a high performing team, supporting Senior Bankers across complex transactions in the Global Funds, Asset Management & Wealth Management space.

You will be involved in various aspects of portfolio management and deal related activity including preparation of pitch packs, financial modelling, preparation of information materials, portfolio review and client due diligence.

**Do work that matters**:
You will play a key role in providing client, transaction and operational support to Senior Bankers across the customer lifecycle, responsibilities include:

- Supporting Bankers in covering and servicing the needs of our clients including, for complex transactions, operational requirements and day-to-day enquiries across the client lifecycle
- Working as part of a Deal Team over the lifecycle of a deal to support and drive documentation, execution, establishment, settlement and in-life maintenance processes
- Liaise with product partners, credit risk and other stakeholders as required
- Collecting client information to facilitate and support the Know Your Customer ‘KYC’ on boarding process for new clients and the KYC review process for existing clients
- Performing portfolio monitoring activates such as breach management and other reporting and liaise with credit risk where required
- Inputting and maintaining client, credit and transaction data and ensure data accuracy and quality across systems.

**We’re interested in hearing from people who have**:

- Tertiary qualifications in business, commerce or law related discipline
- 1-3 years’ experience in institutional, business banking, chartered accounting or banking middle office with a strong customer service focus
- Possess an understanding of risk management and credit risk issues and have demonstrable critical thinking, research and analytical skills
- Good knowledge of the Bank’s systems and processes would be well regarded but not essential.

**What we offer**

This opportunity will give you exposure to both clients and a wide range of stakeholders at all levels of the business whilst being part of a team that is focused, smart, hardworking and passionate about our shared vision to create the very best experience for our customers.

As the successful applicant you'll be rewarded with a structured career path within the Global Client Solutions business that offers a competitive market salary, annual performance incentives, and a flexible working environment.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 19/07/2023

  • Associate - Institutional Banking Lending Operations

    4 weeks ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Associate - Institutional Banking Lending Operations **Do Work That Matters.** CommBank's Global Lending team provides Corporate Lending Operations services; including Bilateral Loan support and management for the Institutional Banking & Market and Business Banking portfolio. The service team is accountable for establishing Bilateral loan facilities and the...

  • Associate - Financial Institutions Group (Global Banking)

    14 hours ago

    Sydney, Australia HSBC Full time

    Some career choices have more impact than others. At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture progress and...

  • Associate Director, Transaction Banking Solutions

    7 days ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Associate Director, Transaction Banking Solutions - **Opportunity to secure a critical role in our Institutional Account Management team**: - **Excellent portfolio of tier 1 and 2 institutional clients in NSW - Non-Banking Financial Institutions (NBFI)**: - **Permanent, full time role based in Sydney.** **See yourself in our team**: Transaction Banking...

  • Relationship Manager, Financial Institutions

    4 weeks ago

    Sydney, Australia Ethos BeathChapman Full time

    **Job Details**: **Location** Sydney **Salary** Guided by Market & Experience **Job Type** Permanent **Ref** BH-180159 **Contact** Eugena Gong **Posted** about 6 hours ago **The Role & The Organisation** This is a newly created dedicated function at a global wholesale bank. You will support the senior members of the Financial Markets team in...

  • Payments Financial Institution Group Sales, Associate

    1 month ago

    Sydney, Australia JPMorgan Chase & Co. Full time

    As the non-bank financial institutions sector continues to show strong momentum across the APAC region, you will be responsible for the seamless execution of the growth strategy for both NBFI (Non-Bank Financial Institutions) as we as third party payment processors (TP3s) across both inbound and outbound clients for Australia. The role will also have...

  • Payments Financial Institution Group Sales, Associate

    3 weeks ago

    Sydney, Australia JPMorgan Chase Full time

    Job DescriptionAs a Payments Financial Institution Group Sales Associate in the team, you will be responsible for the seamless execution of the growth strategy for both NBFI (Non-Bank Financial Institutions) as we as third party payment processors (TP3s) across both inbound and outbound clients for Australia as the non-bank financial institutions sector...

  • Associate - Financial Institutions Group (Global

    3 days ago

    Sydney, Australia HSBC Full time

    -Job description **Some career choices have more impact than others.** At HSBC we exist with the purpose of **Opening up a World of Opportunity.** We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that...

  • Financial Management Specialist

    4 weeks ago

    Sydney, Australia World Bank Group Full time

    **Job #**: - req27175**Organization**: - World Bank**Sector**: - Financial Management**Grade**: - GF**Term Duration**: - 3 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - Sydney,Australia**Required Language(s)**: - English**Preferred Language(s)**: **Closing Date**: - 5/3/2024 (MM/DD/YYYY) at 11:59pm UTC**Description** **East...

  • Head of Financial Crime

    6 days ago

    Sydney, Australia Westpac Full time

    **Head of Financial Crime - Institutional Bank** - Permanent Role - Sydney or Melbourne based I Hybrid work Lead Line 2 Financial Crime team for Westpac Institutional Bank **How will I help?** In this role, you will lead the Line 2 team of Financial Crime specialists to provide advice to WIB on its Anti-Money Laundering and Counter Terrorism Financing...

  • Associate Director Transactional Banking

    1 month ago

    Sydney, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: NSW- Sydney CBD - Focus on Financial Institution customers, Government and Technology sectors - Drive the portfolio growth of complex transactional banking customers - Utilise your passion for working with clients and delivering bespoke solutions 1 Relationship strength index for Transactional Banking* 1...

  • Corporate / Institutional Banking - Relationship

    4 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas- PermanentThis is a fantastic opportunity for a mid level corporate banking Relationship Manager or a sharp Assistant RM or Credit Analyst ready to step up into a direct Relationship Manager role with a leading global corporate / institutional bank. - ** Corporate Banking Relationship Management**: - ** Credit Analysis** The team...

  • Associate - Corporate & Institutional Lending

    1 month ago

    Sydney, Australia Commonwealth Bank Full time

    **Do Work That Matters.** CommBank’s Global Lending team provides, Corporate Lending services, support and loan management for the Institutional Banking & Market and Business Banking portfolio. The service team is accountable for establishing lending facilities and the subsequent management of the facilities through the end-to end process. The team is...

  • Compliance Manager, Institutional Banking and

    1 month ago

    Sydney, Australia Commonwealth Bank Full time

    **Compliance Manager, Institutional Banking and Markets** - You are always looking at the bigger picture. - This is a role designed to create lasting change. - We are an innovative and “People’ culture **See yourself in our team** Our Institutional Banking and Markets (IB&M) and Group Treasury Compliance team is responsible for ensuring IB&M and Group...

  • Corporate / Institutional Banking - Relationship Manager - Associate

    4 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    SydneyAncillary AreasPermanentThis is a fantastic opportunity for a mid level corporate banking Relationship Manager or a sharp Assistant RM or Credit Analyst ready to step up into a direct Relationship Manager role with a leading global corporate / institutional bank.The role is suited to candidates who have some corporate banking relationship management...

  • Associate Director Transaction Banking

    4 weeks ago

    Sydney, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time, Fixed term Full time **Location**: NSW- Sydney CBD - Bigger picture experiences to build long term career runway at NAB - Immediate opportunity to step into an Associate Director role in Transaction Banking - NSW based opportunity to further your career at NAB in a 12 month contract: end of June commencement 1...

  • Banking and Finance Lawyer/associate 3-5 Years Pae

    4 weeks ago

    Sydney, Australia Montgomery Full time

    Laura Lal +61 407 346 944 - Great career progression opportunities - Interesting mix of complex work Our client is one of Australia's largest national law firms with a strong banking and financial services group nationally. **The Banking and Financial Services Group** This fully integrated national team covers everything from financial services and...

  • Associate Director, Banks

    4 weeks ago

    Sydney, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: NSW- Sydney CBD - **Support our Bank and NBFI Counterparty clients globally**: - **Continue building your expertise in Client Coverage**: - **Join our Sydney team** **It’s more than a career at NAB. It’s about more opportunity, more moments to make a difference and more focus on you.** Your job is just...

  • Analyst (Financial Institutions Group)

    2 weeks ago

    Sydney, New South Wales, Australia Nomura International Full time

    Job Title: Investment Banking Analyst Corporate Title: Analyst (Financial Institutions Group) Division: Investment Banking Division Location: Sydney,Australia Nomura Overview Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of...

  • Banking Non

    1 month ago

    Sydney, Australia Macquarie Group Limited Full time

    **About the role** You will join our Banking Non-Financial Risk (NFR) team within our Banking and Financial Services (BFS) Group as a Senior Manager and work within our ecosystem to enhance the risk and control environment. This is a varied role and currently working in a hybrid model both remotely and in our Shelley St offices. If you have expertise in...

  • Associate Director, Credit Portfolio Management

    4 weeks ago

    Sydney, Australia Commonwealth Bank Full time

    **Active Portfolio Management opportunity within Capital Structuring**: - **Utilise your extensive Corporate / Institutional lending skills in this client facing role**: - **Be part of an innovative environment and get great exposure and career development**: - **Sydney CBD based role** **See yourself in our team**: CBA’s Institutional Banking and...