US Analyst Technology Coverage (Menlo Park)

Austin Community College; Menlo Park (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Menlo Park is seeking a recent college graduate for a full-time role as a US Analyst. This program focuses on nurturing early talent with opportunities for mentorship and skill development. Analysts will provide essential support to bank teams, engage in client coverage, and gain a comprehensive understanding of financial products while preparing client presentations. Candidates should graduate between January 2025 and January 2026, and must be eligible to work in the US without visa sponsorship.

Qualifications

• Graduation Date between the time period of January 2025 - January 2026.
• Eligible to work in the US.
• Does not require Visa Sponsorship now or in the future.

Responsibilities

• Provide Origination/Client Coverage support to Senior and Junior Bankers.
• Prepare pitch books for client and internal presentations.
• Assist with the management of the credit request and approval process for new transactions.

Skills

Strong computer skills including use of Excel, PowerPoint, Word

Developed oral and written presentation skills

Basic grasp of risk/return analysis concepts and tools

Knowledge of the Technology sector

Education

Some accounting/finance/economics coursework

Job description

US Analyst Technology Coverage (Menlo Park)

US Analyst: The U.S. Analyst Program is a full-time, contractual role for recent college graduates. The goal of the program is to nurture early talent and create a pipeline of future leaders across the bank. Roles open up on a rolling basis and we look to fill roles ASAP.

Key Features

• Conversion Potential: Upon successful completion, participants may be offered permanent roles—either on their current desk or in adjacent teams.
• Development Opportunities: Analysts have access to curated social and educational events, skill-building sessions, and cross-functional learning experiences.
• Mentorship & Networking: Participants are matched with mentors and encouraged to build their internal networks.
• Dedicated Program Management: Day-to-day support is provided by program leads to ensure a smooth and successful experience.

Key Responsibilities

• Provide Origination/Client Coverage support to Senior and Junior Bankers.
• Develop an in-depth understanding of the Credit Agricole Group’s product offering and network as well as an understanding of how the Bank’s products and network apply to the Team’s clients and prospects.
• Prepare pitch books for client and internal presentations.
• Assist with the preparation of briefing memos for client visits and for internal presentations/committees.
• Prepare financial models and pro forma capital structures for idea generation and client visits.
• Learn the fundamentals of financial and strategic analysis.
• Assist with the maintenance global control over revenue budgets for each primary coverage client and support Senior Bankers in managing revenue budgets for all other Team clients.
• Develop an in-depth understanding of clients’ and prospects’ strategies and business models, as well as of the Technology sector.
• Assist with the management of the credit request and approval process for new transactions, amendments and annual reviews.
• Liaise with product groups and international counterparts to ensure approvals are received in a timely manner.
• Assist with monitoring and ensuring compliance with all Know Your Customer requirements, internal monitoring requirements, portfolio reviews, etc.
• Assist with the analysis of risk/return metrics on all stand-alone transactions and client relationships.
• Cultivate and upgrade prospect list for future client development.

Minimal Qualifications

• Graduation Date between the time period of January 2025 - January 2026
• Eligible to work in the US
• Does not require Visa Sponsorship now or in the future (including F1, OPT, CPT)

Preferred Qualifications

• Education: Some accounting/finance/economics coursework
• Strong interpersonal skills and ability to multi-task

Skills and Knowledge

• Strong computer skills including use of Excel, PowerPoint, Word
• Developed oral and written presentation skills
• Basic grasp of risk/return analysis concepts and tools
• Knowledge of the Technology sector

Experience

• 0-1 years of sector experience
• Familiarity with banking and capital markets