Analyst/Associate - Trade Finance - RFP

- This team covers all products in Trade Finance and Cash Management with a focus on the corporate client base.

- The role supports product sales specialists to focus on key clients, increase the efficiency of client coverage and implement industrialization changes.

ROLE RESPONSIBILITIES:

Active involvement in RFP process:

- Pre-RFP research;

- Client background research;

- Understanding and mapping client processes;

- Constructing RFP response (preparing proposal);

- Co-ordination with in-country teams to obtain information on client solutions;

- Stakeholder management (both internal and external);

- Follow up on client questions;

- Maintain library of best practice RFPs responses.

- Estimating deal or client wallet size:

- Estimate cash management wallet from client’s financial statements;

- Calculate regional revenue potential for RFP and non-RFP opportunities.

- Preparation for client presentation:

- Prepare customized client presentation slides;

- Work with Product Management to prepare customized regional and domestic solutions;

- Maintain library of latest presentation slides.

- Ownership of unallocated clients

- Investigation of client revenue and exposure;

- Determination of suggestion for onshore owner / off-boarding / up-pricing.

- Deal review oversight

- Ensure all deals are categorized appropriately (standard; elephant; ‘in-between’);

- Verification that standard deals can be handled without customization.

- Ensure ‘in-between’ deals have been appropriately reviewed and approved.

- Work on ad hoc projects

Technical Skills:

- Strong technical and quantitative academic background from a top tier economics or engineering school

- Strong Excel & PowerPoint skills; prior experience with VBA and databases is a plus