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Analyst / Associate, Institutional Banking

New Zealand💼 Full-time🗓 2026-09-24 → 2026-09-25

Core

Support the origination and management of corporate and institutional customers through comprehensive credit reviews, portfolio management, and strategic customer acquisition.

Role type

Analyst / Associate in Institutional Banking (Credit & Relationship Management)

Builds

Corporate and institutional banking portfolios, credit proposals, and client account plans

Domain

Financial Services / Corporate Banking / Institutional Lending

Required skills

Financial modelling, Credit analysis, Covenant monitoring, Industry research, Deal structuring, Financial analysis, Client onboarding, Risk assessment, Portfolio management, Stakeholder collaboration

Preferred skills

Masters of Finance, MBA, CFA, Experience at major domestic bank or chartered accounting firm

Technologies

Microsoft Excel, Microsoft Office

Responsibilities

Conduct annual credit reviews and internal rating assessments for corporate clients. Monitor covenant compliance and support refinancing initiatives. Prepare detailed credit proposals including deal structuring and financial analysis. Assist in client presentations and account plans. Engage directly with customers on account management tasks. Collaborate with internal stakeholders including credit, compliance, legal, and risk teams. Support sector risk/return analysis processes.

Seniority

Junior to Mid-level (1-7 years experience)

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