Analyst, Portfolio Manager

European Bank for Reconstruction and Development; Camden Town; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading international financial institution in Camden Town seeks an Analyst for operational tasks related to Banking and Treasury functions. The role includes managing a portfolio, executing processes, and training Assistant Analysts. Ideal candidates will have strong banking knowledge, excellent communication skills, and a focus on customer service. Join us to work in a diverse and inclusive environment where your contribution matters.

Benefits

Inclusive work culture

Opportunities for engagement with diverse experts

Qualifications

• Comprehensive banking, legal or credit skills and understanding of treasury products.
• Excellent written and verbal communication in English.
• Experience in teams utilizing operational metrics.

Responsibilities

• Execute operational processes in banking and treasury functions.
• Support and train Assistant Analysts.
• Manage interactions with colleagues across various teams.

Skills

Customer service orientation

Analytical skills

Attention to detail

Education

University educated or equivalent work experience

Tools

SAP

Microsoft Office

Job description

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, EBRD's 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 Operational Performance:

• 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 Bank's 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
• Responds 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
• Based on experience and/or expertise when required 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:

• Works collaboratively with colleagues to facilitate operational outcomes that adhere to established service levels
• Positively influences others to help deliver a sustainable operations function
• Proactively works 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

Requirements:

• 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

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. Our workforce reflects a broad range of backgrounds, perspectives, and experiences, bringing fresh ideas, energy, and innovation and enhancing our ability to serve our clients, shareholders, and counterparties effectively.

Diversity is one of the Bank's core values which are at the heart of everything it does. 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, gender identity, sexual orientation, age, socio-economic background or disability.