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.