Job Description

Job Overview/Purpose:

The main task and responsibility of the Analyst is to support the other front office staff and credit analysts with a view to improve the productivity in the team. More specifically the Analyst will work closely with the Relationship Managers and the Credit Analysts on the preparation of client meetings and pitches, financial modelling, producing credit applications and other approval documents, portfolio monitoring and on managing data entry into the CRM system (e.g., pipeline management, call report production, etc.).

  • From the Analyst’s perspective the role allows him/her, amongst others, to:
  • Develop an understanding of the objectives of WCI and the responsibilities of relationship managers and credit analysts
  • Develop a basic understanding of the industry dynamics in the F&A sectors
  • Gain initial experience in the different phases of the transaction lifecycle (origination, structuring, execution and monitoring)
  • Develop an understanding of the various lending products offered by WCI and a basic understanding of other (lending) products and services offered by the institution
  • Develop basic credit risk analysis knowledge and skills
  • KYC: Front Office KYC responsibilities for Wholesale clients including onboarding of new clients/Borrowers, Event-Driven Reviews and Periodic Reviews, liaising with RMs, Compliance, COBS and QA to initiate and complete cases
  • Document Summary Sheet: complete deal summary sheets for key closed transactions
  • Facility Report: maintain monthly report with facility & income data for distribution to Coverage Team.
  • Portfolio Review: prepare all material for annual review of Wholesale clients and coordinate meeting with Coverage Team, product groups and senior management; and DealPoint:
  • Act as champion for DealPoint, the system used to route requests for Commercial Approval and for calculating Credit Approval lanes.

Key Performance Indicators: 

  • Prioritising the provision of support to team members
  • Quality of contribution
  • Organization of work: planning, structured & efficient working order, teamwork, level of professional work attitude
  • Progression in learning
  • Ability to understand financial statements and subtract relevant information
  • Understanding of credit risk concepts
  • Excel/PowerPoint skills
  • Product knowledge
  • Communication skills
  • Feedback received from key stakeholders

Key Responsibilities and Accountabilities:


  • Opportunity / idea generation
  • Initial analysis
  • Opportunity / idea development / pitchbook production
  • Pitching / presentation
  • Client Service Team representation


  • Deep financial analysis and financial modelling
  • Scenario analysis
  • Deal structuring (pricing, covenant setting, etc.)
  • Mandate documents negotiation
  • Due diligence coordination


  • Internal approval generation
  • Loan documents negotiation
  • Signing / closing / post closing coordination
  • Syndication support
  • Deal team management


  • Info processing / covenant checks
  • Credit reviews and waiver requests

Client coverage

Account Management 

  • Relationship planning / RDP
  • Client Service Team coordination
  • Prospecting
  • Client networking
  • CRM data management 
  • Pipeline management


  • Opportunity / idea generation
  • Opportuntity development / pitchbook production
  • Pitching / presentation


  • Multi-product deal team coordination



  • Financial reporting (check)
  • Budgeting
  • Operational risk management / In Control

Portfolio Management

  • Exercising portfolio control
  • Maintaining dialogue with credit risk analysis and KRM
  • Active portfolio management / financial resource planning

Human Resource Management

  • Learning & development and coaching
  • Recruitment
  • Performance assessment
  • Compensation management


  • Building and maintaining a network within the institution
  • Building and maintaining a network among external advisors and other banks
  • Building and maintaining a network in the F&A industry


Job Posting Details

Job Type


Market Segment


Company Type

Recruiting Consultants

Education Required

University Degree

Minimum Experience Required

3 to 4 Years