Coverage Support Officer

6 month contract - Investment Banking - Inside IR35

Core accountabilities of role

KYC Responsibilities

Managing and coordinating onboarding requests for new clients, handling subsequent onboarding of additional flags, and supporting the onboarding of new product lines.

Supporting the recertification process, document completion and completion of the Call memo (including managing product partners in completion of the transaction profile)

Completing business introduction forms and coordinating with the local contributor sites

Supporting the entire account opening and closing process - completing business introduction forms, ensuring KYC completion and account opening forms are completed by the client, through to the account being opened by static data

Handling bank mandate queries; signatory updates, removals and amendments

Assisting secondary sites and MMF with ad hoc request for KYC documentation

Credit/Risk Responsibilities

ESG Assessments

Logging and ensuring Covenants are regularly updated

Pilot One-pager

Creating CCDG credit documents pack in correct format

Monthly Override report, portfolio lists, annual review past due data

Business Management/Other responsibilities

Data maintenance; Atlas, CRM, Centric

Offboarding Clients - My Client Dev

Audit Confirmations; liaising with the relevant teams to obtain the necessary confirmations

Audit Requests; helping collate the documents/data for audit requests

Preparing static data for strategic reviews (IB Booster)

NCAP creation and completion in MyClientDev

PWC Forms - complete and return to Loans Admin

Legal Requests - logging and tracking consent requests

Knowledge, Skill and Experience

Typically require a university degree as an indicator of an ability to understand and apply complex theoretical concepts, although may have progressed into the role via equivalent business experience.

Knowledge of the on boarding process for Financial Services, including KYC, Risk and business policies, procedures and legislation.

Experience of Financial Institutions and Global Markets products desirable

Effective time management and ability to prioritise workload and escalate issues to management.

Ability to handle multiple tasks simultaneously and prioritise independently

Strong focus on accuracy and attention to detail and able to review and improve work of more junior colleagues

Excellent written and oral English skills to articulate technical issues and to be able to take the complex and make simple to enable effective communication with the business

Good Stakeholders management skills and ability to collaborate across teams

Strong analytical skills and ability to meet deadlines under pressure.

Computer literacy and a good knowledge of standard computer software and able to learn and utilise specialist applications appropriately.

Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.