Financial Institutions Group Job Description

Financial Institutions Group Job Description

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Financial institutions group provides sign-offs to Director on Securitization Finance, Multi Seller Conduits, Capital Markets Mortgage Investment Group and Corporate Treasury Securitization GL integrity.

Financial Institutions Group Duties & Responsibilities

To write an effective financial institutions group job description, begin by listing detailed duties, responsibilities and expectations. We have included financial institutions group job description templates that you can modify and use.

Sample responsibilities for this position include:

Manage analysts and support functions (BMO, CAU) to meet deadlines for DPC, KYC onboarding, credit reviews and all other internal control policies
Ensure that lending portfolio / market limits are consistent with high credit quality & client portfolio meets internal return guidelines
Working closely with the senior team to generate and execute transactions, particularly in insurance (life / non-life) and banking / specialist financials
Managing the junior team, including providing guidance on financial analysis and reviewing financial models
Assisting on modelling / valuation processes in relation to principal investments
Support GRM coverage team in NY for Americas insurance client relationships and liaise globally with FI bankers in London, HK, and other regions where clients have a footprint
Partner with Advisory and Acquisition Finance teams to build / review financial models for event-driven opportunities
Identify and produce focused research & analysis to support product partner and senior banker origination efforts
Work with Senior Bankers to meet client plan revenue budget
Undertake all required activities as directed by line manager

Financial Institutions Group Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Institutions Group

List any licenses or certifications required by the position: CRCM, CFA, ACAMS

Education for Financial Institutions Group

Typically a job would require a certain level of education.

Employers hiring for the financial institutions group job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, MBA, Business, Accounting, Business/Administration, Graduate, Management, Associates, Education

Skills for Financial Institutions Group

Desired skills for financial institutions group include:

Investment banking
Banking products
Corporate finance
Accounting and finance
Credit
Preferably with execution experience
Treasury
Capital markets
Excel
Spectrum of Global Banking & Markets products and services

Desired experience for financial institutions group includes:

Minimum four years of Mergers and Acquisitions experience, with ideally a focus on Financial Institutions
Analyst-Promote or recent MBA graduate
Excellent interpersonal skills and ability to work collaboratively in intense Team environments and effectively communicate and coordinate with internal colleagues and external constituencies
8+ years of buy side fixed income experience preferred
Native Mandarin Chinese fluency mandatory
Proven and significant M&A transaction experience

Financial Institutions Group Examples

1

Financial Institutions Group Job Description

Job Description Example
Our growing company is looking for a financial institutions group. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial institutions group
  • Use good judgment and discretion on confidential matters
  • Be proactive, anticipate needs of executives and act accordingly
  • Work quickly and efficiently without sacrificing details
  • Stay on top of executives' schedules
  • Understand the stress and nature of the industry so as to better understand your team
  • Executes routine financial deals or offerings and assists with development of recommendations and execution of more complex deals/offerings on behalf of clients
  • Manages financial transactions, analysis and documentation
  • Executes live transactions (M&A, LevFin [bank/bond], Equity, Debt), and is the main point of contact for the internal team, client, lawyers, accountants and other banks
  • Manages all related financial analysis and research, documentation and activities
  • Creates complex financial models, working with clients to develop inputs and modelling approach, and using output to draw conclusions and make recommendations
Qualifications for financial institutions group
  • Strong understanding of financial statements preferably within financial services companies
  • Position is an analyst in the Singaporean Financial Institutions Group so prior experience is a pre-requisite, but it could be you have worked with one of the leading Chartered Accounting firms for a few years and would like to make the switch
  • Ability to apply advanced oral and written communication skills to create a positive impression and professional rapport
  • Ability to perform at high levels under the pressure of a highly demanding work load
  • Ability to work independently while functioning as part of a team
  • Quick learner and interest in taking on new responsibilities
2

Financial Institutions Group Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial institutions group. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial institutions group
  • Oversees and coaches analysts and associates on deal team
  • Develops technical expertise on the regulations & constraints governing the structuring of leveraged transactions
  • Attends client meetings and manages portions of meetings
  • Develops and provides recommendations and advice to clients on market developments, structure and strategy
  • Assists clients in the development and implementation of their financial plans
  • Works with Analysts & Associates to produce focused presentations & thorough supporting analysis
  • Present results in clear and organized manner, translating campaign learning into actionable marketing recommendations
  • Balance/manage multiple projects simultaneously
  • Champion use of new approaches to improve and measure effectiveness of communications
  • Excellent writing, communications, and creative evaluation skills
Qualifications for financial institutions group
  • Ability to maintain composure and confidence while juggling conflicting priorities
  • Analytics & research in support of idea generation for Senior Coverage Bankers on the team
  • In all capacities Analysts will work closely with peers and colleagues across the bank (New York and Globally)
  • An outstanding academic record with at least a Bachelor's degree in a relevant discipline such as Banking / Finance / Mathematics/Economics
  • Proven experience in insurance and banking sectors
  • Exposure to other products such as ECM/debt will be favourably regarded
3

Financial Institutions Group Job Description

Job Description Example
Our company is searching for experienced candidates for the position of financial institutions group. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial institutions group
  • Proven track record in relationship management and sales with a sophisticated client base
  • Industry coverage banker for insurance companies focusing both on Singapore and regional insurance companies across Life, General and Reinsurance space
  • As insurance is a tightly regulated industry, the successful candidate will have to understand the regulations affecting the insurance industry such as risk-based capital requirements (RBC)
  • Disciplined risk management is an integral part of our business model
  • As the coverage banker, the successful candidate will have to work closely with different product teams to come up with a comprehensive account plan and execute on the account plan to deliver optimal banking solutions to insurance clients
  • Partnering cross-functionally with members of the four FIG core business lines to provide strategic and tactical thought partnership to effectively drive project delivery and operational efficiencies
  • Providing strategic direction to projects, peers and customers
  • Overseeing a range of initiatives affecting FIG Business Operations
  • Ensuring projects are being documented appropriately, escalating impediments and facilitating timely delivery
  • Demonstrating exceptional communication, collaboration, problem solving and influencing skills
Qualifications for financial institutions group
  • Knowledge of Investment Banking products and preferably execution experience
  • 5-7 years relevant M&A / Corporate Finance experience at a comparable organisation, both in financial services M&A within the Northern European region
  • Demonstrable preference for working in an entrepreneurial environment
  • You will build and analyse financial models
  • Series 99 license is required
  • High level of understanding of markets and credit and lending products
4

Financial Institutions Group Job Description

Job Description Example
Our innovative and growing company is looking for a financial institutions group. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial institutions group
  • In-depth credit analysis should include historical financial analysis, industry and market analysis, peer analysis, transaction analysis
  • Support senior staff in identifying opportunities to structure and originate appropriate credit product solutions for the Bank’s clients and prospects
  • Create UAT detailed test plans and corner test scenarios for each project
  • Plan and participate in release deployment activities to validate that the deliverable's are working correctly post deployment
  • Keeping all stakeholders updated and provides training on SNL Products Industry to other teams clients (as required)
  • Liaise internally with key support groups and other functions across the bank to ensure accurate booking and all parties have required information and materials to carry their responsibilities
  • Preparation and delivery of proposals to financial institution clients
  • Developing financial models, including appropriate assumptions and methodology
  • Working with product and sector teams in Canada and abroad to develop solutions and content relevant for our financial institution clients
  • Building quality pitch books across the FIG sector
Qualifications for financial institutions group
  • In depth Insurance industry knowledge
  • Well organized, methodical and with an analytical approach to problem solving
  • Chartered accounting qualifications (first time passes), CFAs or actuarial qualifications a plus
  • Take pride in your work displaying a high level of attention to detail and a strong client service orientation
  • Be motivated and focused on building your EA career
  • Graduate in Actuarial Science / Statistics / Mathematics/ Economics
5

Financial Institutions Group Job Description

Job Description Example
Our growing company is looking to fill the role of financial institutions group. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial institutions group
  • Coordinate teams of tax advisors, attorneys, and bankers for various transactions
  • Assist the FIG coverage team on a portfolio of financial institutions
  • Prepare presentations and briefing notes for client meetings and transactions execution, covering a variety of topics
  • Coordinate with internal specialists
  • Perform counterparty risk assessment, transaction structure analysis, review accounts, recommend internal risk ratings and limits for new/existing financial institution counterparties
  • The application should identify the major trends, issues, risks, strengths and weaknesses of the sector/customer/transaction, along with a complete assessment and recommendation
  • Monitor and report on any changes in industry/market trends
  • Evaluate customers/transactions/markets for changes in risk under the guidance of senior staffs
  • Oversee the daily schedule of the MD and Directors
  • Handle a broad range of duties from day-to-day operational activities to scheduling meetings to correspondence with external clients, executive management and their assistants
Qualifications for financial institutions group
  • Work experience as an actuary at Insurance Company or Pension Fund
  • Good knowledge of Excel, VBA, Access
  • Advising oral and written English
  • Strong desire to build career within an International Audit firm
  • Drive to develop professionally
  • Willingness to complete the actuarial exams

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