
Associate, Client Management
1 week ago
**Work type**: Permanent Full time
**Region**: VIC- Melbourne CBD
- **Corporate Finance Associate role - Fund Sponsors, Strategic Investors and Alternative Assets (FSA) Sector**:
- **Permanent opportunity - Melbourne CBD location**:
- **Diverse, global and fast-paced role in a dynamic, team first environment**
**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 one part of your life. When you bring your ideas, energy, and hunger for growth to us, you'll be recognised and rewarded for your contribution in return. You'll have our support to excel for our customers, deliver positive change for our communities and grow your career. It's a good time to see what more you can find at NAB as an Associate supporting the FSA team.
**Corporate Finance: Client Management & Execution (CME)**
Corporate Finance is responsible for all financing activity in Corporate & Institutional Bank (C&IB). We manage the balance sheet for C&IB, while providing financing solutions for our customers across diversified sectors. Our Client Management & Execution (CME) Team partner Client Coverage and Product Specialist teams with the aim of driving business growth and efficiently delivering an excellent experience for clients.
**The FSA - Funds & Sponsors** team is closely aligned to C&IB's Bank for Investor and Infrastructure strategies, providing innovative fund level financing, markets and transactional banking solutions to some of the world's largest domestic and global Fund Managers. The team supports one of Australia's largest Funds Finance Sponsor portfolio's, with a substantial and growing presence in North America, UK and Europe, specialising in Investor Recourse/Subscription finance, Net Asset Value/Hybrid and liquidity lending facilities.
**About the role**:
An exciting opportunity has become available for a talented and experienced Associate to join our Corporate Finance team - focusing on the Funds sector within Corporate & Institutional Banking.
**Further responsibilities will include but not be limited to.**
- Manage and oversee portfolio reporting for Funds Finance, ensuring compliance with processes and deadlines
- Assist in the preparation of internal and external portfolio reports, presenting data accurately and effectively to stakeholders
- Manage various workflow streams between CME Funds, Portfolio Management and Technology
- Conduct research and analysis to develop industry/sector expertise and knowledge.
- Attend internal and external stakeholders' meetings where appropriate to support business outcomes
**What you will bring**:
- Excel skills, PowerPoint (medium to advanced).
- Experience in automating data processes and working with NAB data
- Time management tools and techniques to ensure work is delivered in the time required.
- A keen eye for detail and the ability to pick up concepts and systems quickly.
- Communication and stakeholder management skills
- Ability to examine data and identify elements causing issues.
- Credit skills gained in a related field (ideally 1-2 years)
- Tertiary qualified with degree in commerce or finance and/or post graduate degrees or relevant disciplines will be highly desirable
This role will provide an opportunity to develop your data analysis and reporting skills, gain exposure to a successful business in C&IB, develop an understanding of funds finance products, structures and regulation and work in a team that wants you to succeed, grow and develop.
You'll have the opportunity to work with some of the industry's best leaders and client focussed colleagues.
**A diverse and inclusive workplace works better for everyone.**
We know that our people make us who we are. That's why we have built a culture of respect - where everyone feels valued and appreciated for being their true authentic selves at NAB. With our focus on inclusion and diversity, and in partnership with our Employee Resource Groups, NAB is a place where First Nations colleagues, colleagues of all genders, sexualities and ages, carers and colleagues with disability, and colleagues from all cultures, races and religions can thrive, connect and grow.
**More focus on you**
We are committed to delivering a positive experience for our colleagues and a workplace you can be proud of. We support our colleagues to balance their careers and personal life through flexible working arrangements such as hybrid working and job sharing and competitive financial and lifestyle benefits. We invest in our colleagues through world class development programs (Distinctive Leadership and Career Qualified in Banking), and empower you to learn, grow and pursue exciting career opportunities. To learn more, visit the Benefits of Working at NAB page on our website.
**Join NAB**
unsolicited CVs from agencies will not be accepted.
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