Address- 12-month opportunity in Melbourne
- Build your career within Corporate and Institutional Banking in this exciting position, supporting the CME Corporate VIC portfolio
- Leverage off your strong portfolio management and administration skills
We have a new opportunity in Client Management and Execution (CME)! We are looking for a passionate, driven individual who can help deliver excellence in portfolio administration.
CME is the Centre of Credit and Execution Excellence within Corporate Finance and the broader C&IB business at NAB. We partner with our Colleagues in C&IB Coverage and Product teams to deliver products and solutions for our C&IB Customers. This includes managing customer portfolios, driving business growth and efficiently delivering an excellent experience for our clients. CME has highly professional Portfolio and Execution specialists across Australia, UK, USA and Asia covering the broad spectrum of Corporate and Institutional businesses delivering a wide range of financial solutions for our customers.
We currently have an opportunity for an Analyst / Associate to join our high performing Client Management & Execution (CME) Enablement team supporting the Corporate VIC portfolio. The team supports a client base of Australia’s top clients.
The role:
Reporting to the Lead, CME Enablement, this role will support the CME Corporate VIC portfolio. Responsibilities will include portfolio administration, reporting, portfolio hygiene and a variety of other administrative tasks that will help drive superior client outcomes. As a team member within CME Enablement, you will be a highly organised individual who thrives on problem solving, getting things done, attention to detail and ensuring that outcomes and deliverables are reached for both our Customers and Colleagues alike.
The following is a general summary of responsibilities:
- Owning and driving the management of portfolio hygiene including management of aged ratings, unrated entities, expired limits, short term extensions, management of suspense accounts
- Providing reporting as needed and assisting with the smooth running and management of the portfolio
- Supporting the portfolio with the setup and ongoing management of covenants
- Supporting the portfolio with the management of manual fees
- Setting up and amending eBL and eALOC submissions
- Supporting the team with PPSR & company searches, establishment of clients, facilities and securities in front end banking systems, and submitting discharge requests when required (including work associated with settlements)
- Assisting with high risk offboarding requests
- Assisting with and actioning requests sent to our operations teams
- Ensuring the management of documents adheres to policy and retention requirements, including the document repository in Aurora and archival of original documents
What you will bring:
- You will have exceptional inter-personal and communication skills, and a willingness to contribute to a team environment
- A natural curiosity for process improvements to systems and procedures
- Prior experience in banking as well as within an operational or servicing related role will be highly regarded
- You will be proficient with the Microsoft suite (and in particular are comfortable using excel to analyse or review data)
- Tertiary qualifications in Finance, Business, Engineering (or a related discipline) will be highly regarded
A diverse and inclusive workplace works better for everyone
We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.
For details on the recruitment process, and accessibility, please visit www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team, via ***********@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options.
Join NAB
If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.
