At a Glance
- 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.
- Other info: Great opportunity for career growth in a supportive team atmosphere.
- Why this job: Make an impact in the finance industry while developing your analytical skills.
- Qualifications: Financial analysis skills and a client-focused attitude are essential.
The predicted salary is between 28800 - 48000 € 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. In addition US CF and IC committees.
- 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 in City of London employer: White Oak UK
White Oak is an exceptional employer that fosters a collaborative and dynamic work culture, where employees are encouraged to grow and excel in their roles. As an ABL Analyst, you will benefit from comprehensive training and development opportunities, while working in a supportive environment that values respect, agility, and excellence. Located in a vibrant area, the company also offers unique networking opportunities through industry events and conferences, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land ABL Analyst in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and engage with potential clients. The more people you know, the better your chances of landing that ABL Analyst role.
✨Tip Number 2
Practice your pitch! Whether it's for a meeting or a casual chat, being able to clearly articulate your skills and how they align with the company's needs is key. We want to hear you shine!
✨Tip Number 3
Follow up! After meetings or networking events, drop a quick email to thank them for their time and express your interest. It shows initiative and keeps you on their radar.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at White Oak.
We think you need these skills to ace ABL Analyst in City of London
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 applications 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 reading and interpreting financial statements. Be ready to discuss how you've applied these skills in past roles or projects.
✨Showcase Your Client Focus
This role is all about understanding client needs. Prepare examples of how you've successfully engaged with clients in the past. Highlight your ability to tailor solutions and provide first-class service.
✨Master the Pitch
You'll be involved in planning pitches and proposals, so practice presenting your ideas clearly and confidently. Think about how you can make a compelling case for potential clients and be prepared to discuss your approach.
✨Be a Team Player
Collaboration is key in this role. Be ready to share examples of how you've worked effectively within a team. Emphasise your positive attitude and willingness to support colleagues in achieving shared goals.
