Credit Agricole Menlo Park , CA 94026
Posted 2 weeks ago
Summary
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Key Responsibilities
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ÂÂÂÂÂÂÂÂÂ Provide Origination/Client Coverage support to Senior and Junior Bankers.
ÂÂÂÂÂÂÂÂÂ Develop an in-depth understanding of the Credit Agricole Groupâs product offering and network as well as an understanding of how the Bankâs products and network apply to the Teamâs clients and prospects.
ÂÂÂÂÂÂÂÂÂ Prepare pitch books for client and internal presentations.
ÂÂÂÂÂÂÂÂÂ Assist with the preparation of briefing memos for client visits and for internal presentations/committees.
ÂÂÂÂÂÂÂÂÂ Prepare financial models and pro forma capital structures for idea generation and client visits.
ÂÂÂÂÂÂÂÂÂ Learn the fundamentals of financial and strategic analysis.
ÂÂÂÂÂÂÂÂÂ 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.
ÂÂÂÂÂÂÂÂÂ Develop an in-depth understanding of clientsâ and prospectsâ strategies and business models, as well as of the Technology sector.
ÂÂÂÂÂÂÂÂÂ Assist with the management of the credit request and approval process for new transactions, amendments and annual reviews.
ÂÂÂÂÂÂÂÂÂ Liaise with product groups and international counterparts to ensure approvals are received in a timely manner.
ÂÂÂÂÂÂÂÂÂ Assist with monitoring and ensuring compliance with all Know Your Customer requirements, internal monitoring requirements, portfolio reviews, etc.
ÂÂÂÂÂÂÂÂÂ Assist with the analysis of risk/return metrics on all stand-alone transactions and client relationships.
ÂÂÂÂÂÂÂÂÂ Cultivate and upgrade prospect list for future client development.
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Strong interpersonal skills and ability to multi-task
Strong computer skills including use of Excel, PowerPoint, Word
Developed oral and written presentation skills
Basic grasp of risk/return analysis concepts and tools
Financial modelling skills
Knowledge of the Technology sector
The individual must be within commutable distance to the San Francisco Bay area
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Credit Agricole