Corporate Broking Trainee

Client Service Associate - City of London, London

Ref: 1609Monday 1 July 2024

£25,000 - £30,000

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Corporate Broking Trainee

About the Company:

Our client, a prestigious full-service broker based in the heart of London, is seeking a dynamic and motivated Corporate Broking Trainee to join their esteemed team. This is a unique opportunity to launch a rewarding career in corporate broking, providing comprehensive support to management and building lasting relationships with corporate clients.

Key Duties and Responsibilities:

Client Relationship Management:

  • Support management in all aspects of corporate client relationships.
  • Build and maintain relationships with corporate clients through regular dialogue to understand their plans and requirements.
  • Anticipate and resolve issues, managing corporate client expectations effectively.

Documentation and Presentations:

  • Develop skills to assist in drafting and reviewing presentations, marketing materials, and regulatory announcements.
  • Assist in drafting and reviewing transaction documentation.

Market and Transactional Support:

  • Gain knowledge of the wider markets in which corporate clients operate, as well as their peers and competitors.
  • Provide transactional support and assist with corporate transaction timetables and workstreams.
  • Participate in all-parties calls, liaising with corporate clients and other advisors.

Investor Relations:

  • Distill an equity story and pitch it to both retail and institutional investors.
  • Understand valuations and financial metrics and explain their relevance.
  • Build a network of relationships with investors, institutions, and other market participants.

Roadshows and Client Screening:

  • Develop skills to arrange both transactional and non-deal roadshows, including organizational and timing aspects.
  • Carry out corporate client screening, including KYC/AML assessment and Enhanced Due Diligence.

Record Maintenance and Internal Support:

  • Maintain detailed records of corporate activity, including client files, meeting minutes, and transaction records.
  • Provide assistance to other departments as needed, including Finance, Back Office, Dealing, Wealth Management, and Operations.
  • Perform any other duties reasonably required in the role of Analyst.

Additional Responsibilities:

  • Act at all times in accordance with the relevant regulatory framework, applicable laws, the firm’s processes and procedures, and the compliance manual.
  • Maintain a high standard of conduct, both ethically and morally.
  • Develop and maintain IT skills, particularly MS Office, and any other practical skills required.
  • Maintain an appropriate level of competence through ongoing training and Continued Personal Development.
  • Develop effective internal communications and form strong relationships with colleagues across the firm.
  • Deliver high-quality work in all aspects of the role.
  • Actively and continuously expand your own network of contacts.

Qualifications and Skills:

  • Degree in Finance, Business, Economics, or a related field.
  • Strong analytical and numerical skills.
  • Excellent communication and interpersonal skills.
  • High level of attention to detail and organizational skills.
  • Proactive and motivated with a willingness to learn.
  • Ability to work under pressure and meet tight deadlines.
  • Proficiency in MS Office, especially Excel and PowerPoint.
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