In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like "hard work" and "dedication" together with "community" and "respect" has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.
Description of the Business Line or Department Within the Investment Banking division of Societe Generale, the Debt Capital Markets (DCM) platform helps clients raise funds on the international bond markets through an advisory-oriented approach. The Rating Advisory team is more specifically at the service of the bank's Financial Institution clients in order to provide them with integrated solutions in terms of capital structure / rating advice / debt products and to promote the bank's offer in terms of capital markets for financial institutions. Also, the FIG Rating Advisory team advises Financial Institution clients independently (product neutrality) on financial and extra-financial (ESG) rating aspects. Summary of the key purposes of the role Provide integrated rating advisory and capital structure advisory to financial institution clients of the bank and contribute to promote SG's offer in capital markets under the guidance of management Provide rating, both credit and ESG and sector expertise to enable SG to profitably deepen the relationship with key banking and insurance clients Originate and execute rating advisory mandates Represent DCM/DSA/ADV in internal dialogues with colleagues to provide best-in-class advisory to the client base Maintain and develop all tools, models and databases required to provide top quality advisory to the client base Summary of responsibilities To provide best-in-class rating and capital structure advisory to financial institution clients of the bank To effectively cover financial clients (banks, insurance companies) across jurisdiction under the guidance of management To participate to the production of top quality advisory pitches including multi-product pitches, in conjunction with DCM, Coverage and other GBIS business lines To become a trusted rating advisor, in particular to monitor rating agencies methodologies and developments and share relevant information with the objective to timely anticipate the impacts of potential changes on clients To develop a solid expertise on the financial institutions sector including regulatory, financial and accounting topics and good knowledge of capital markets solutions To develop a dialogue on ESG rating considerations To support the commercial and P&L objectives of DCM by increasing SG's eligibility for capital markets mandate through best-in-class advisory To successfully originate and execute rating advisory mandates To position DCM/DSA/ADV for rating advisory mandates, in line with the overall commercial strategy and priorities To manage mandates in a timely manner, in full compliance with SG's internal procedures To ensure continued usage of the appropriate presentation, credit, rating, underwriting, legal documentation as per prevailing compliance standards To ensure that all internal and regulatory procedures are adhered to and complied with, including but not limited to compliance with Chinese walls, insider lists, conflict checks, management of confidential/insider information, KYC, MIFID and all related aspects To be aware of operational risks and respect guidelines defined by the bank in order to prevent them, including meeting all internal compliance rules and compliance with SG's code of conduct To actively contribute to maintaining and developing all tools, models and databases required to provide top quality advisory to the client base (rating relates to both credit ratings and ESG ratings) To collect and process all rating related, financial and other data in connection with rating advisory and rating methodologies To develop and use rating related models from all major rating agencies To deliver solid modeling / financing material where relevant To participate to the preparation of the periodic newsletter on FI ratings sent to clients and internal stakeholders, as well as more specific communications on significant rating events To contribute to the development of our holistic advisory model with financial institutions in line with the strategy and priorities of DCM and other GBIS stakeholders
Competencies Technical: Strong expertise on credit ratings including rating agency methodologies to propose relevant advisory and financing solutions Understanding of capital markets and related instruments Good FI sector expertise including on regulatory, financial and accounting aspects Capacity to generate pitch material that is clear, structured, compelling, and comprehensive in addressing clients' needs Responsibility - capacity to understand and manage risks (conduct, reputational, financial, etc.) for DCM, GLFI, CORI, and SG Group, and act responsibly in line with SG Group Values, Code of Conduct, and other applicable rules & regulations Behavioural: Client orientation - ability to build and maintain trusted client relationships in a lead role Client orientation - commercial acumen and persistence in addressing clients' needs Client orientation - demonstrate proactive approach to develop business adapted to clients' and markets' needs Innovation - ability to develop new client base, advisory, and products in line with SG Group priorities and strategy Team spirit - experience of working with people with diverse, international backgrounds Commitment - ability to prioritise multiple tasks and to manage competing deadlines Communication skills - including language skills (as relevant); ability to deliver well articulated and coherent messages both internally and externally