Skip to main content

Analyst, Portfolio Manager

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Requisition ID 35123 Office Country United Kingdom Office City London Division Operations & Service Management Contract Type Fixed Term Contract Length 2 years Posting End Date 07/11/2024

Purpose of Job
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.

Background
The function acts as an equivalent middle/back office support responsible for dealing with the capture of legal documentation/trade structures into the Bank's core systems, facilitating the accurate measurement of client/counterparty risk, the application of appropriate limits and the ongoing monitoring and control of clients throughout their project lifecycle. The team interacts with a variety of stakeholders across Banking (and wider) and is expected to identify/mitigate risks throughout the pre/post signing product journey, providing expertise and guidance on a range of issues, including the Bank's policies and procedures to bankers and clients across EBRD countries of operations. The role is critical to ensuring the Bank's transactions are processed and settled in an accurate and timely manner without exposing the Bank to unnecessary operational or reputational risk.

The Bank is adopting continuous improvement practices and transforming to more automated ways of working. Candidates will need to embrace these philosophies and play a role in ensuring we collectively deliver operational improvements and efficiencies.

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

Knowledge, Skills, Experience & Qualifications
The individual appointed must have the necessary seniority to be able to take on responsibilities associated with the role, being able to handle the pressures of the role in a manner appropriate to the Bank. The candidate should have the following:

  • 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
  • 2-3 years experience of working with Investment Banking and Credit products, including Loans, Equities, Guarantees, Grants and Bonds both Bilateral and Co-Financed, with the ability to represent EBRD across other lenders, co-investors and clients
  • Experience with leading the waiver, amendment and covenant monitoring processes across Corporate and Banking related products as well as proven skills in drafting, reviewing and interpreting both bilateral and co-financed Banking legal documentation
  • Understanding of the principles/requirements associated with a Banks funding requirement
  • Understanding of applicable risk mitigation tools across Banking and Credit products
  • Ability to operate in an environment with continuously changing priorities and experience in resolving conflicts between various parties

What is it like to work at the EBRD?

Our agile and innovative approach is what makes life at the EBRD a unique experience! You will be part of a pioneering and diverse international organisation, and use your talents to make a real difference to people's lives and help shape the future of the regions we invest in.

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;
  • An environment that places sustainability, equality and digital transformation at the heart of what we do.

Diversity is one of the Bank's core values which are at the heart of everything it does. A diverse workforce with the right knowledge and skills enables connection with our clients, brings pioneering ideas, energy and innovation. The EBRD staff is characterised by its rich diversity of nationalities, cultures and opinions and we aim to sustain and build on this strength. 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, sexual orientation or disabilities. As an inclusive employer, we promote flexible working and expecting our employee to attend the office 50% of their working time.

Please note, that due to the high volume of applications received, we regret to inform you that we are unable to provide detailed feedback to candidates who have not been shortlisted (for further consideration).

Analyst, Portfolio Manager

EBRD
London, UK
Full-Time

Published on 27/10/2024

Share this job now