Analyst – Financing & Advisory

Societe Generale; Sydney; On-site; AUD 90,000 - 125,000; Full time

Job summary

Societe Generale in Sydney is seeking an Analyst to join the Financing & Advisory Group to support origination and execution across structured finance transactions. You will work with Mining, Metals, Infrastructure, Digital, Energy and Real Estate teams, building close relationships with onshore and global colleagues.

Responsibilities include evaluating financial models, running sensitivities, preparing credit applications, and delivering financial analyses and due diligence.

Qualifications

• University degree in Finance, Engineering, Business, Commerce or Law
• Experience in structured finance environment
• Advanced Excel with financial modelling
• Strong numerical skills with understanding of accounting concepts and cashflows

Responsibilities

• Support interrogation of financial models for financing and advisory mandates, including running sensitivities and testing model integrity
• Provide day-to-day transaction support including structuring, pricing, credit applications, and detailed financial analysis and due diligence
• Create and run financial scenarios and sensitivities to support advisory mandates
• Build and maintain financial models and analyses, review outputs with senior team
• Stay updated on developments across sectors and current market opportunities
• Ensure compliance practices and internal processes for advisory and lending transactions
• Assist with marketing/origination by preparing pitch materials and preliminary analyses
• Start building a network of contacts with clients and prospects

Skills

Advanced Microsoft Excel

Financial modelling

Financial analysis

Pitch material development

Education

University degree in Finance, Engineering, Business, Commerce or Law

Post graduate qualifications considered favorable

Job description

We are currently recruiting for an Analyst to join our Financing & Advisory Group based in Sydney, Australia to support the origination and execution activities across a broad range of structured finance transactions. The candidate will work with various business lines within Financing & Advisory such as Mining, Metals, Infrastructure, Digital, Energy and Real Estate. The successful candidate will have the opportunity to build close relationships with the teams onshore and within the organization more broadly on a regional and global basis. This is an exciting opportunity within a fast-paced, results focused, global organization that values diversity.

Major Accountabilities/Principal Responsibilities

Primary responsibilities include:

• Supporting the interrogation of financial models for financing and advisory mandates, including running sensitivities, performing reasonableness checks, and ensuring model integrity under supervision
• Providing day to day transaction support including structuring, pricing, preparing of credit applications, undertaking detailed financial analysis and due diligence analysis and assisting the deal team leader to provide best-in-class lending and advisory services to the client base
• The ability to prepare, customize, optimize and maintain the financial model supporting financial advisory mandates, including creating and running financial scenarios and sensitivities, will be considered favorably
• Building and maintaining financial models and analyses, and supporting senior team members in reviewing modelling outputs prepared by junior resources where required
• Staying abreast of developments across different sectors, as well as current transactions and opportunities in the market
• Respecting all relevant compliance practices and other internal requirements in relation to the execution of advisory & lending transactions
• Managing internal processes relating to the lending and advisory business (e.g. updating databases, credit application writing, completing relevant internal system-based processes)
• Assisting with the identification of potential marketing and origination opportunities by preparing pitch materials, conducting preliminary financial analysis, and reviewing feasibility studies and financial models
• Starting to establish a network of contacts at key clients and prospective clients
  

Profile required

Qualifications, Experience & Knowledge Required

• University degree in a relevant discipline (Finance, Engineering, Business, Commerce, Law) or a professional financial qualification
• Experience in structured finance environment utilizing similar tools, processes and procedures will be favorably considered
• Proven ability to succeed in a similar or related role, demonstrated through relevant projects, responsibilities, or achievements.
• Post graduate qualifications considered favorably
• Advanced Microsoft Excel including strong financial modelling skills
• Experience in generating pitch material that is clear, structured, compelling, and comprehensive in addressing clients’ needs
• Strong numerical skills with an advanced understanding of accounting concepts, financial statements and cashflows

Behavioral Competencies Required

• Ability to contribute to the team’s efforts to build and maintain trusted client relationships
• Consistency and rigour in following up on clients’ needs and act upon team’s priorities
• Display a sense of ownership in the business and pride in the quality and accuracy of work presented internally and transactions executed for clients
• Discipline and team collaboration to develop business adapted to clients’ and markets’ needs
• A self-starter with the ability to priorities tasks and to manage competing deadlines, and to deliver on team’s priorities
• Experience of working (including remotely) with people with diverse, international backgrounds and acting on team priorities

Functional Relationships

• Internal: staff from business divisions and support functions locally, regionally and globally
• External: clients, prospects and external advisors (e.g. lenders, legal counsel, technical consultants)

Behavioral Skills

• Client - Client focus: I put long term relationship with our clients at the center of my actions, whatever my position
• Client - Understanding and Respect: I listen to clients and colleagues in order to understand and anticipate their needs
• Commitment - Sustainability: I strive to develop my skills and knowledge
• Team Spirit - Synergies: I make cooperation with colleagues in and outside my team a priority
• Team Spirit - Collective mindset: I favour the team’s interest over my own results
• Innovation - Simplification: I make things & ideas simple
  

Business insight

Our Culture:

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate.

Diversity, Equity & Inclusion (DE&I):

Our mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.

Our vision:

• Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
• Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
• Engage our community and marketplace, and position the organization to meet the needs of all its clients

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations of assistance during the recruitment process, please do not hesitate to let our HR staff know.

Department Description

The global Financing and Advisory Group within Societe Generale provides a full range of project finance and advisory services for producers, traders, processors and end-users of energy, metals and soft commodities as well as public sector through four key platforms: Energy Plus, Batteries, Mining & Industries, Traders, Commodity Finance & Agribusiness and Infrastructure.

Diversity and Inclusion

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.