Coverage Associate

COVERAGE ASSOCIATE (JOB NUMBER: COR002562)

**Responsibilities**

As a member of the 12+ Corporate Coverage Group, the Coverage Associate is responsible for providing support to the (Senior) Bankers for day to day account management and transaction execution for Strategic Clients headquartered in Perth, as well as other clients as defined from time to time.

**Key Responsibilities**:
1. Supports Bankers in client management and deal execution:‐
- Assists Perth-based Banker on day to day management of Strategic Client accounts including leading joint marketing calls with business lines related to areas of business opportunity
- Works with ﴾Senior﴿ Banker on execution of major transactions
- Interface with client in co‐ordination with the banker
- Provides back up support in the event the banker is unavailable
- Responsible for Annual Review of credit limits, generic facility renewal/increases, ESG reporting & due diligence and KYC

2. Co‐ordinates with Business Lines and external parties (eg Legal Counsel) in conjunction with Bankers with respect to execution of major transactions.

3. Monitor client budget and profitability and assist in providing general administrative support including maintenance for marketing KPI’s data base.

Contribution:
1. Contributing to the effort to increase cross‐sell ratio on the portfolio via co‐ordination of client facing activity by product specialists including joint marketing calls with business lines to underpin client origination strategy.

2. Supporting ﴾Senior﴿ Banker in client marketing / origination / execution to Strategic Clients to underpin achievement of client budget revenues.

3. Developing the skill sets where appropriate.

4. Co‐ordinating and supporting preparation of Client Action Plans and budget as appropriate.

5. Contributing to the risk aware entrepreneurship across the portfolios and present to credit committees when appropriate.

**Technical & Behavioral Competencies**
- Skills - technical credit skills including familiarity with appropriate legal documentation underpinning client facilities. Deep understanding of products and services underpinning client relationships.
- Conduct - Operates at all time with high ethical standards.
- Attention to detail - Ensures accuracy and implements processes to ensure quality of output.
- Professionalism - Ensures high personal standards in all areas of work;
- Commercial Focus - Demonstrates awareness of the wider business market and the need to drive actions that lead to profitability. Understands how their contribution to business objectives can impact on profitability;
- Communication and Presentation
- Oral: Expressing ideas effectively in individual and group situations. Adjusting communication style to match the needs of the audience.
- Strong customer focus - passionate about delivering best service to clients.
- Planning & Execution - Establishes courses of action for self and others to ensure work is completed efficiently. Effectively manages own time and resources to meet deadlines and quality standards;
- Resilience - Continues to work effectively and pursue goals when faced with obstacles, periods of change and uncertainty, or resistance from others. Maintains effectiveness in uncertain or ambiguous situations;
- Team Orientation - Works with the team and the broader organisation towards shared goals and treats all colleagues and clients as partners and with respect at all times; and
**Specific Qualifications **(if required)**
- Tertiary degree qualified in finance, accounting, commerce, law and/or engineering;
- Post graduate business qualification (eg MBA, M. App. Fin.) desirable; and

Previous experience in similar role within the Energy, Infrastructure and Resources sectors desirable

**Primary Location**: AU-WA-Perth

**Job Type**: Standard / Permanent

**Job**: SALES DEVELOPMENT

**Education Level***: Bachelor Degree or equivalent (>= 3 years)

**Experience Level***: At least 5 years