Junior Client Relationship Manager

Job description

Responsibilities DESCRIPTION An opportunity to join a growing, dynamic team at a leading global financial institution. As a Corporate & Investment Banking Associate at Societe Generale, you will play a key role in supporting our healthcare corporate & investment banking team in originating and executing financial transactions and advising clients on strategic initiatives. You will lead financial and industry analysis, develop client presentations, coordinate junior team members, and support mergers and acquisitions, capital raising, and other financial advisory services and banking solutions. TASKS AND RESPONSIBILITIES: The Associate will work in a generalist capacity within a team of experienced Healthcare Corporate & Investment Banking professionals and will have extensive exposure within the bank and with clients. Our goal is to develop strategic client relationships and business activity in accordance with Societe Generale’s high standards of overall quality, financial profitability, and return on capital. Specific business activities we engage with clients and internal business partners on include: Mergers & Acquisitions, Equity Capital Markets, Debt Capital Markets, Strategic Acquisition Finance, Leverage Finance, Credit Ratings Advisory, Corporate Credit, Foreign Exchange and Interest Rate Hedging, Liquidity and Working Capital Solutions, and Global Transaction Banking. This is an in-office role. In addition to the usual responsibilities expected of an Associate, the successful candidate will be expected to:

- Serve as a day-to-day point person for client presentations and the delivery of strategic and financial advice across the broader Healthcare sector

- Develop a strong understanding of clients’ businesses and relationships across healthcare verticals, including pharma, biotech, medtech, diagnostics and tools, consumer healthcare, managed care, pharmacy benefits, distribution, and provider services businesses

- Lead and contribute to client presentations, including pitch books, lender and investor presentations, internal committee presentations, and approval memos

- Oversee and contribute to financial modeling and corporate finance analyses, including valuation, financing, and other transaction-related analyses

- Lead company, industry, and market research covering sector trends, competitive positioning, capital markets activity, M&A developments, and investor sentiment

- Prepare and review high-quality materials that articulate financial concepts, strategic considerations, and client solutions clearly and compellingly

- Support transaction execution through quantitative and qualitative analyses, documentation, and coordination with product partners and internal functions

- Work closely with senior bankers to manage client relationships, priorities, and deliverables while effectively managing both up and down

- Train, develop, and supervise junior Analysts while fostering strong internal working relationships and a positive team culture

Profile REQUIRED:

- Exceptional analytical, quantitative, written, and verbal communication skills, with the ability to present complex information clearly

- High attention to detail and ability to deliver high-quality work in a fast-paced environment with competing deadlines

- Ability to take ownership of projects with limited guidance and exercise sound judgment in prioritizing workstreams

- Ability to manage both down and up, including coordinating junior team members and working directly with senior bankers

- Demonstrated composure, maturity, and collaboration in client-facing and team-oriented environments

- Enthusiasm to take on new and challenging tasks in a dynamic environment has a high level of motivation, dependability, intelligence, and ethics

- Series 79 & 63 preferred. Expectation to complete series exams within three months of joining

TECHNICAL SKILLS:

- Technical skills including expertise in software programs Excel, PowerPoint, Word), financial analysis (DCF, LBO), and experience in working with data sources (CapIQ, FactSet)

PRIOR WORK EXPERIENCE:

- 3+ years of relevant investment banking, corporate banking experience ; healthcare banking and transaction experience is preferred

EDUCATION:

- Bachelor’s degree (preferably in Economics, Accounting, Finance, or a related field)

LANGUAGE: Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States. Due to US Federal Securities law that may apply to this position, candidates who will apply for this position may be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority ("FINRA").

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know. OUR CULTURE: At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/) D&I: Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients. Our Diversity & Inclusion Vision:

- Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate

- Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents

- Engage our community and marketplace, and position the organization to meet the needs of all its clients

For more information about our D&I initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-diversity/) USE OF AI GUIDELINES FOR CANDIDATES: Société Générale permits responsible use of artificial intelligence (AI) in recruitment. Information provided by candidates must authentically reflect their own skills and experience. AI must not be used for real-time interview coaching, to complete assessments, or to generate responses during interviews. Misuse may undermine the integrity of the process and result in exclusion. This restriction does not apply to assistive technologies used for accessibility or disability-related purposes.