Job Description
Position Overview
The position involves assisting Coverage Bankers with client relationship management through data evaluation, customer insights, transaction assistance, and cross-functional collaboration to foster income expansion and provide comprehensive financial services within the energy and resources sectors.
Core Responsibilities
The incumbent will craft custom client pitches and slide decks alongside quantitative economic evaluations and assessment outputs. Responsibilities include drafting credit approval paperwork, managing client portfolio schedules, tracking operational pipelines, and delivering sector-specific marketintelligence.
Duties involve assisting relationship managers with institutional accounts, creating briefing documents, monitoring client engagements, and understanding enterprise strategies. Professionals will perform comprehensive financial statement evaluations, construct financial projections, execute credit evaluations, and measure enterprise profitability.
The role requires assisting in the finalisation of lending, advisory, and funding initiatives, coordinating internal divisions like legal and risk departments, and compiling paperwork for authorisations. Additional tasks encompass regulatory adherence checks including KYC and AML mandates, cooperating with product specialists for integrated offerings, and performing industry research alongside competitor evaluations.
Entry Criteria
Applicants need a relevant postgraduate qualification in commercial or economic disciplines, with professional designations such as a CFA charter or CA(SA) credential considered advantageous. Candidates should bring between one and three years of relevant professional background, ideally featuring previous exposure to corporate financial settings or energy and resources markets.
How to Apply
Submit your application through the employer’s application page: Apply now.
Closing date: 6 November 2026.
