Analyst, Advisory & Financing Group

Overview

Societe Generale is one of Europe’s leading financial services groups and a major player in the economy for over 160 years. We support 25 million clients every day with more than 126,000 staff in 65 countries. Our Group draws on our European roots to develop our business internationally. Our unique geographic positioning enables us to connect Europe and Africa with major global financial centres in Asia and the Americas. The Group combines financial strength, proven expertise in innovation and a sustainable growth strategy with the objective of creating value for all our stakeholders. We seek to be a trusted partner in the projects of those building tomorrow's world today.

About the team

Within the Investment Banking Division of Société Générale, Advisory & Financing Group serves Corporates (mid to large caps), Sponsors (PEs, Infrastructure funds), Family offices, Financial Institutions, across sectors, geographies and rating spectrum. We act as a trusted Corporate Finance Debt partner to support our clients’ sustainable and digital journey. As Underwriter, we structure responsible financing solutions and ensure certainty of funds for strategic projects, such as acquisitions, spin-offs, IPOs, restructuring, etc. As Financial advisor, we offer capital structure & debt advisory across the rating spectrum, and access to the relevant pool of investors within the equity and debt capital markets. As Credit & ESG Rating Advisor, we offer unparalleled understanding of agencies and reach to their analysts to explain the credit story. With offices in Europe, Hong Kong, Singapore and New York, our group is a leader in strategic and acquisition finance and a global rating advisory franchise. As a driving force of innovation within Société Générale, we are at the digital edge and we develop digital solutions (for example the Advisory & Financing App on SG Markets platform).

Summary of Key Purposes of the Role

1. A. Originate and execute acquisition finance and credit/ESG rating advisory mandates with corporate clients covered out of London
2. B. Provide integrated debt structuring/capital structure/rating advisory/acquisition finance solutions to key clients of the bank, to promote SG’s offer in loan and capital markets, in close cooperation with coverage and corporate finance
3. C. Represent AFG in internal dialogues with colleagues to provide advisory to our client base

Responsibilities

1. To support the team’s efforts in effective coverage of clients
   • In conjunction with GBIS business lines, pitch targeted clients in order to originate acquisition finance/credit and ESG rating advisory mandates, and to provide guidance on debt structuring/capital structure/rating matters
   • To participate in the preparation and delivery of multi-products pitch and execution, and to assist in the development of structured marketing plans
   • To produce and/or participate in the production of timely and accurate financial models, marketing material/pitches, credit/rating analyses
2. To support the team’s efforts in developing and maintaining a track record of mandates
   • To assess (when relevant) feasibility of transactions/mandates, including underwriting and capital commitment, in light of available resources and profitability metrics
   • To participate in the production and drafting of mandates, term sheets, legal documentation in conjunction with external/internal counsel (where applicable), and to negotiate such documents in close consultation with other senior and experienced professionals of AFG
3. To support the team’s efforts in the effective and responsible execution of mandates
   • To participate in the mandates/deals execution in a timely manner, in full compliance with SG’s internal procedures (and in close contact with closing/back office managers when applicable)
   • To assist in carrying out due diligence when applicable
   • To ensure continued usage of the appropriate presentation, credit, rating, underwriting, legal documentation as per prevailing compliance standards, and to act responsibly within agreed credit risk limits
   • 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 (when relevant) and all related aspects
   • To be aware of the 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
4. To support the development of advisory and product offering in line with AFG’s strategy and priorities
   • To deliver solid modelling/financing material
   • To develop and promote AFG and the acquisition finance/rating advisory franchise/products with clients and within SG
   • To keep abreast of new market/sector/methodologies/products developments and leverage them with client and internally in the implementation of origination strategies
5. To support AFG in internal dialogue with colleagues to provide best-in-class advisory to the client base
   • To establish close cooperation between AFG and other GBIS business lines to provide clients with innovative financing/rating solutions and best execution
   • To actively seek opportunities to cross-sell SG’s full product range
6. To support the development of the AFG franchise in line with GLBA’s and SG Group’s strategy and priorities
   • To adequately report to AFG management and COO information related to ongoing transactions including permanent supervision, exposure management and escalate problems appropriately
   • To provide AFG management with a full and accurate view of pipeline deals via appropriate reporting tools in place