Deal Origination & CRM Analyst in Shevington

Deal Origination & CRM Analyst in Shevington

Shevington Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
Close Brothers Group

At a Glance

  • Tasks: Manage client proposals and enhance reporting for decision-making.
  • Company: Join Close Brothers Group, a leader in asset and leasing.
  • Benefits: Enjoy a hybrid work model for better work-life balance.
  • Other info: Opportunity to grow within a supportive team.
  • Why this job: Build strong relationships while managing data in a dynamic environment.
  • Qualifications: Excellent communication and organisational skills required.

The predicted salary is between 30000 - 40000 £ per year.

Join Close Brothers Group in Shevington as part of the Asset and Leasing Team, responsible for managing client proposals and ensuring accurate data logging. You’ll work closely with internal systems to enhance reporting and support decision-making processes.

This role requires excellent communication and organizational skills, with a focus on building strong relationships and managing high volumes of data effectively. The position offers a hybrid work model, ensuring a balance between work and personal life.

Deal Origination & CRM Analyst in Shevington employer: Close Brothers Group

Close Brothers Group is an exceptional employer, offering a dynamic work environment in Shevington where collaboration and innovation thrive. With a strong emphasis on employee growth, we provide comprehensive training and development opportunities, alongside a hybrid work model that promotes a healthy work-life balance. Join us to be part of a supportive team that values your contributions and fosters meaningful relationships with clients and colleagues alike.

Close Brothers Group

Contact Details:

Close Brothers Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Deal Origination & CRM Analyst in Shevington

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Close Brothers Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Deal Origination & CRM Analyst in Shevington

Data Management
Communication Skills
Organisational Skills
Client Relationship Management
Reporting Skills
Decision-Making Support
Attention to Detail

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Close Brothers Group.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Close Brothers Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Close Brothers Group

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Close Brothers Group.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Close Brothers Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Close Brothers Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.