Corporate Banking Analyst - Insurance Coverage

Barclays • New York, NY

160d • $75,000 - $125,000

About The Position

Join us as a Corporate Banking Analyst - Insurance Coverage at Barclays where you'll support associates and directors with their clients and have the chance to work with our corporate and world teams. This position involves analyzing data, collaborating with various departments, financial modeling and knowledge of Salesforce. The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients, ensuring mutual benefit and long-term success.

Requirements

• Time Management skills
• Stakeholder and Data Management
• Understanding credit and financial statement analysis
• Effective collaboration with team members
• Managing / reprioritizing multiple projects simultaneously

Nice To Haves

• Balance sheet and accounting knowledge
• Experience with treasury products, foreign exchange and financial modeling
• Credit Risk Experience

Responsibilities

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities