CLIENT DEVELOPMENT RESEARCH ANALYST TRAINEE
BNP Paribas is a leading European bank with an international reach. It has a presence in 72 countries, with more than 202,000 Employees – including more than 154,000 in Europe and over 5,000 in Portugal alone.
BNP Paribas is present in Portugal since 1985, having been one of the first foreign banks to operate in the country. Today, BNP Paribas has several entities operating directly in this territory, offering a wide range of integrated financial solutions to support its clients and their businesses.
Worldwide, the Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporate and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance.
ROLE & RESPONSIBILITIES
The candidate will help the Client Development Specialist for Research in the implementation of the Global Markets Research Strategy.
The candidate will promote and directly contribute to reporting automation for a greater level of client intelligence and information-sharing.
Help streamline the client interactions reporting process directly to clients or via aggregators, by fostering increased automation and working in partnership with GCA and Operations teams in Lisbon.
Leverage on internal client hierarchy and reporting requirements to properly identify clients to be flagged for MiFID II purposes. Be the point of contact for Regulatory and Business Management teams for implementation of additional regulatory requirements (e.g. FINRA US Debt Research rules).
Create and maintain a Client Research Database and promote automation.
Provide support and share best practises for the newly created Roadshow Calendar tool globally
Develop appropriate methods to measure resources allocation ensuring we can fulfil our obligations to clients that have paid for specific 1:1 meetings.
Provide regular business updates on research consumption to GM Research and Sales Management teams and monitor KPIs. Work with the GCA team
Promote the usage of Client Development’s reports and of the CRM tool.
TECHNICAL SKILLS AND QUALIFICATION REQUIRED FOR THE ROLE
Strong interpersonal skills and a structured, methodical approach
Strong practical experience of supporting senior roles
A overall understanding and interest in the financial world
Strong communication skills, verbal and written
Results oriented with a proven track record of meeting targets
Excellent business relationship management and development skills
Organizationally sensitive and a team player
Passion, tenacity and resilience in an ever changing environment
Strong Excel and PowerPoint knowledge.
VBA skills are a plus.
Drive for results - Delivers high quality work
Risk awareness - Demonstrates a good awareness of risk and fundamental risk concepts. Always considers risk in his/her daily activities and abides by the Key Front Officer Responsibilities, where relevant
Corporate role model, integrity & ethics - Acts with discipline and high ethical standards
Team player & cross cultural awareness - Works effectively in a team. Collaborates and shares information and solutions with colleagues, with other teams and stakeholders
Client focus - Sees stakeholders as well as external clients as “customers”
Market, product & business - Is genuinely interested in financial markets and continually learning and staying abreast of new developments. Evidences a good appreciation of economics and market dynamics, with enough understanding to present views on market conditions and trends.
Diligence - Displays dedication and prioritises problems by considering the impact on the business; identifies quick-wins
Resilience - Stays calm and positive, controls his/her emotions in conflict or any situation of intense stress.
Communication (Active listener and clear communicator) - Communicates clearly in both native and English languages. Communicates pro-actively with management, escalating issues as necessary.
Innovation - Thinks laterally to identify other sources of useful information and sees ways around obstacles and barriers.
BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.
Please note that only applications submitted in English will be considered.
In case you are selected for this role, further documentation will be requested to support your hiring process.