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- Tasks: Support business growth by analysing and converting new opportunities in ABL.
- Company: Join a dynamic team at White Oak, a leader in financial services.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make an impact in the finance sector while developing your analytical skills.
- Qualifications: Financial analysis skills and a client-focused attitude are essential.
- Other info: Opportunity to attend industry events and grow within a high-performing team.
The predicted salary is between 36000 - 60000 £ per year.
This role supports the growth of White Oak’s ABL portfolio by working alongside the wider team and the Managing Director to assess, progress and convert new business opportunities. The role exists to provide analytical and commercial support across origination, credit underwriting and onboarding, ensuring opportunities are evaluated accurately, progressed efficiently and delivered in line with White Oak objectives.
Description of role and key responsibilities:
- The Business Development Executive supports the presentation of WO 6, 7 and WO EUR ABL potential clients and assists the Business Development Managers (BDM) & Managing Director (MD) in the sales, credit/underwriting and onboarding process of ABL clients.
- Assist business with engagement and pitching with introductory sources including Debt Advisors, Lawyers, other Lenders and Private Equity firms.
- Identify and engage with potential clients; contact and engage with potential clients via email and/or phone - follow up new business opportunities and arrange meetings.
- Add information to CRM system and track.
- Assist in the planning of pitches and work with BDM’s to develop, create and be accountable for all client pitches and proposals.
- With BDM and MD prepare credit submissions for presentation to credit committee following WOUK Finance procedures through the whole process.
- Ensure an efficient, high quality and error free processing of proposals/applications in line with client needs.
- Achieve productivity and sales budget KPI’s set out by the Company.
- Develop an understanding of client requirements to offer a client focused first class service.
- Assist in the planning of new marketing initiatives and attend conferences, meetings, and industry events with colleagues.
- Support the maintenance and management of the pipeline and ensure administration is completed on WOUK’s internal systems to aid the fair treatment of customers.
- Ensure comprehensive, up-to-date prospect/client account records are maintained on the appropriate CRM database.
- Understand your client’s requirements and price transactions accordingly.
- Perform your role with a positive and constructive attitude within the team environment, adhering to WO Company values of Collaboration, Agility, Respect and Excellence.
- Ensure all compliance regulation and legislation is adhered to where relevant.
- Interact professionally within WO teams.
- Any other request deemed reasonable from your line manager.
Core skills and knowledge:
- Financial analysis skills are an important requirement of this role with an ability to read, analyse and understand financial statements and present these in a coherent manner in consideration of new credit requests.
- Some experience within ABL/Invoice Finance or Financial Services is preferred; however, consideration will be given to those with alternative sector experience.
- Be highly motivated self-starter that enjoys working under time pressure and targets.
- Dedicated and able to work within a high performing team with a desire to drive success.
- Highly client focused with a commitment to achieve the highest standards.
- Good interpersonal, written and oral communication skills with ability to influence.
- Intermediate Microsoft Office skills including PowerPoint, Word, Excel, Teams, Co-Pilot and Outlook; experience of using CRM systems, ideally Salesforce also preferred.
- Excellent time management and organisation and able to prioritise.
- Some knowledge of the invoice finance industry and its events or willingness to learn.
ABL Analyst employer: White Oak UK
Contact Detail:
White Oak UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land ABL Analyst
✨Tip Number 1
Network like a pro! Get out there and connect with industry folks, whether it's at conferences or through LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that ABL Analyst role.
✨Tip Number 2
Practice your pitch! You’ll need to present yourself confidently, so rehearse how you’d introduce yourself and your skills. We suggest doing mock interviews with friends or using online platforms to get comfortable before the real deal.
✨Tip Number 3
Follow up after meetings! If you’ve had a chat with someone about a potential opportunity, drop them a quick email to thank them and express your interest. It shows initiative and keeps you on their radar, which is key in the competitive ABL space.
✨Tip Number 4
Stay organised! Keep track of your applications, networking contacts, and follow-ups in a CRM system or a simple spreadsheet. We want to make sure you’re on top of everything, so nothing slips through the cracks as you chase that dream job!
We think you need these skills to ace ABL Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the ABL Analyst role. Highlight relevant experience in financial analysis and any exposure to ABL or invoice finance. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills: Since this role involves a lot of financial analysis, make sure to showcase your analytical skills in your application. Provide examples of how you've successfully assessed and presented financial data in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at White Oak UK
✨Know Your Numbers
As an ABL Analyst, you'll need to demonstrate your financial analysis skills. Brush up on how to read and interpret financial statements. Be ready to discuss specific examples where you've successfully analysed data to support business decisions.
✨Showcase Your Client Focus
This role is all about understanding client needs. Prepare to share instances where you've gone above and beyond for a client or how you've tailored solutions to meet their requirements. Highlight your commitment to providing first-class service.
✨Familiarise Yourself with the Industry
Make sure you have a good grasp of the ABL and invoice finance landscape. Research recent trends, key players, and any relevant events. This will not only show your interest but also help you engage in meaningful conversations during the interview.
✨Practice Your Pitch
Since you'll be involved in pitching to potential clients, practice how you would present a proposal. Think about how to clearly articulate the value proposition and tailor your pitch to different audiences. Confidence in your delivery can make a huge difference!