Analyze and improve reporting solutions and Excel-based models for pension schemes, using Excel, VBA, and data analysis methods to automate processes and produce management and investment reports. Support investment monitoring, financial reporting, capital market and investment analysis, asset-liability management, and investment decision processes.
Support business and corporate banking relationship managers in preparing for and following up on customer meetings. Prepare market and customer analyses, develop investment concepts, participate in customer meetings, help organize customer events, and learn the fundamentals of credit assessment.
Support the origination, pitching, structuring, and restructuring of securitisation transactions, and help establish reporting and monitoring tools. Analyze historical portfolio data, prepare client presentations, and collaborate with originators, law firms, and internal bank teams.
Provide specialized mortgage lending consultations and competent service through remote video and phone communication. Achieve individual and team sales targets while maintaining high customer satisfaction.
