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OffertaBusiness Management
- Prepare internal management reports and presentations for Headquarter
- Support portfolio management activities and business monitoring
- Manage and maintain CRM systems, ensuring data accuracy and completeness
- Monitor and update pipeline information, call reports, and other business development records
- Ensure accurate data analysis and record-keeping to support overall business monitoring
- Collaborate with the General Manager on business management activities and ad hoc projects
- Work closely with Relationship Managers, Portfolio Managers, Credit Analysts, and Business Managers to support business objectives
Coverage
- Support Senior Bankers in the management of client portfolios
- Assist in the preparation of pitch books
- Support KYC processes and ongoing client due diligence activities
- Act as an intermediary between Relationship Managers and Product Groups,
developing a solid understanding of banking products and services
- Collaborate closely with Senior Bankers in their day-to-day client coverage activities
- Assist with broader strategic projects for the team and senior management
Finance
- Monitor business performance and provide financial analyses to management(YTD and forecast Income vs budget)
- Forecast future financial performance and contribute to planning activities
- Support financial control processes and ensure the accuracy of data reported by Regional system and Regional control team
Competenze ed esperienza
- Fundamental knowledge of Corporate Banking
- Understanding of lending products and financial analysis
- Familiarity with legal and documentation aspects is considered an advantage
- Fluent written and spoken English
- Proficient in Microsoft Office applications, particularly Excel, PowerPoint, and Word
- Strong analytical and problem-solving skills,
📌 Business Analyst (Milano)
🏢 Michael Page International
📍 Milano
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