Corporate Broking Trainee

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.