Analyst, Portfolio Manager (London, GB)

Analyst, Portfolio Manager (London, GB)

London Temporary 63000 - 77000 £ / year (est.) Home office (partial)
EBRD

At a Glance

  • Tasks: Manage operational tasks in banking and treasury, ensuring smooth transaction processes.
  • Company: Join the EBRD, a pioneering international organisation focused on sustainability and innovation.
  • Benefits: Flexible working, diverse culture, and opportunities for professional growth.
  • Other info: Embrace a culture of diversity and continuous improvement in a dynamic environment.
  • Why this job: Make a real impact while collaborating with experts across various sectors.
  • Qualifications: University educated or equivalent experience, strong analytical and communication skills.

The predicted salary is between 63000 - 77000 £ per year.

The analyst is responsible for completing a variety of operational tasks across equivalent middle and back office functions that directly interface with Banking origination, portfolio teams and Treasury front office. Day-to-day, the team(s) are principally responsible for processing disbursements (and other related transactional activity) across a range of products, ensuring that EBRD accurately and timely processes, settles and manages Banking/Treasury transactions in the global markets as well as leading changes to legal documentation post signing. The individual will manage a portfolio of varying complexity, interacting with colleagues across the Banking and Treasury teams. They will also interact with other functions involved in end-to-end processes, including (but is not limited to) Treasury, Risk, Office of General Counsel (OGC), Willis, EBRDs Insurance advisor and broader Corporate Services teams. Where relevant the role holder will interact with B Lenders, co-investors, Agents and Arrangers on co-financed projects and handle client (borrower) communications on banking matters. The Analyst may also provide support and training to the Assistant Analysts in the delivery of their tasks. The individual will need to adopt a continuous improvement mindset and will be expected to support and be a part of improving operational processes across the OSM function.

Accountabilities & Responsibilities:

  • Execute operational processes across a range of activities in equivalent middle and back office support functions that facilitate the adequate documenting, booking, funding and monitoring/reconciliation of the Banks products (e.g. disbursing bank funds across a range of product types).
  • Demonstrate personnel commitment to delivering outstanding operational performance by adhering to established operational metrics: timeliness, quality and customer satisfaction.
  • Respond to operational queries in a prompt and timely manner.
  • Communicate with relevant departments to ensure that the decision-makers are aware of the risks involved with specific projects/transactions.
  • Provide support and training to Assistant Analysts in the team in the delivery of their portfolio related tasks.
  • Where necessary, provide additional capacity across OSM to ensure expected service levels are maintained, including unanticipated deadlines defined by Banking clients.

Operational Standards, Risk, Control & Governance:

  • Be a part of a culture where team members are responsible for the quality of their output, ensuring adherence to established quality/assurance targets.
  • Help support the broader improvement of OSMs control environment.
  • Ensure that new processes and practices are conducted in line with quality standards, applicable policies and relevant legislation.

Continuous Improvement:

  • Be a team player in a team/department responsible for creating a best in class operational function.
  • Support the identification and implementation effort associated with driving improved efficiencies in OSM with a view to enhancing the overall service experience: timeliness, quality, engagement etc.
  • Demonstrate self-awareness of personal and broader operational metrics, identifying opportunities to improve (either personally or collectively).

Service Management & Third Party Management:

  • In delivering day-to-day operational activity, conform to established service levels and standards.
  • Where necessary, work in a collaborative manner with other colleagues/teams involved in a hybrid service model.

Stakeholder Management:

  • Work collaboratively with colleagues to facilitate operational outcomes that adhere to established service levels.
  • Positively influence others to help deliver a sustainable operations function.
  • Proactively work with the Business to identify and manage backlogs, guiding them on prioritisation and, where necessary, conveying wider operational constraints.
  • Be an ambassador for OSM across other departments by delivering outstanding operational outcomes.

Knowledge, Skills, Experience & Qualifications:

  • University educated, or equivalent work experience.
  • Comprehensive banking, legal or credit skills as well as a good understanding of treasury and banking products transacted by EBRD.
  • Appreciation of the impact that the function has with other key departments in the servicing of Banking and Treasury transactions.
  • Strong customer service orientation and ability to proactively identify opportunities for improved customer outcomes.
  • Experience with Summit, Frameworks, Debt Domain, SAP or Swift systems considered advantageous.
  • Experience of being part of a team that has transformed itself utilising continuous improvement techniques would be considered beneficial.
  • Experience of working in a team that utilises operational metrics to effectively manage operational teams would be advantageous.
  • Excellent written and verbal communication in English required. Knowledge of another language would also be considered beneficial.
  • Sufficient credibility to advise peers across the organisation, helping mitigate banking/operational risks.
  • Must have positive, collaborative and solution orientated attitude.
  • Strong computer skills (Microsoft Outlook, Word, Excel, PowerPoint).
  • Strong team player, attention to detail, strong analytical skills with the ability to organise, multi-task and prioritise effectively to meet deadlines.

What is it like to work at the EBRD?

Our agile and innovative approach is what makes life at the EBRD a unique experience! You will be part of a pioneering and diverse international organisation, and use your talents to make a real difference to people's lives and help shape the future of the regions we invest in.

The EBRD environment provides you with:

  • Varied, stimulating and engaging work that gives you an opportunity to interact with a wide range of experts in the financial, political, public and private sectors across the regions we invest in.
  • A working culture that embraces inclusion and celebrates diversity.
  • An environment that places sustainability, equality and digital transformation at the heart of what we do.

Diversity is one of the Banks core values which are at the heart of everything it does. A diverse workforce with the right knowledge and skills enables connection with our clients, brings pioneering ideas, energy and innovation. The EBRD staff is characterised by its rich diversity of nationalities, cultures and opinions and we aim to sustain and build on this strength. As such, the EBRD seeks to ensure that everyone is treated with respect and given equal opportunities and works in an inclusive environment. The EBRD encourages all qualified candidates who are nationals of the EBRD member countries to apply regardless of their racial, ethnic, religious and cultural background, gender, sexual orientation or disabilities. As an inclusive employer, we promote flexible working and expect our employees to attend the office 50% of their working time.

Please note, that due to the high volume of applications received, we regret to inform you that we are unable to provide detailed feedback to candidates who have not been shortlisted (for further consideration).

Analyst, Portfolio Manager (London, GB) employer: EBRD

The EBRD in Greater London is an exceptional employer, offering a dynamic hybrid work environment that fosters diversity and inclusion. Employees benefit from a strong commitment to professional development, with ample opportunities for growth within the financial services sector, all while contributing to a meaningful mission of enhancing operational risk governance across the organisation.

EBRD

Contact Details:

EBRD Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Analyst, Portfolio Manager (London, GB)

Join Financial Networking Events

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We think you need these skills to ace Analyst, Portfolio Manager (London, GB)

Operational Performance
Customer Service Orientation
Banking Knowledge
Legal Skills
Treasury Products Understanding
Continuous Improvement Techniques
Analytical Skills

Some tips for your application 🫡

Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!

Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at EBRD will be keen to see in your application.

Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at EBRD. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!

Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give EBRD confidence in your short-term commitment to the role.

How to prepare for a job interview at EBRD

Brush Up on Financial Regulations

Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with EBRD.

Showcase Your Analytical Skills

Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.

Highlight Flexibility and Adaptability

For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure EBRD that you’re a reliable team player.

Demonstrate a Willingness to Learn

In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.