Westpac is Australia’s oldest bank and company, one of four major banking organisations in Australia and one of the largest banks in New Zealand. We provide a broad range of banking and financial services in these markets, including consumer, business and institutional banking and wealth management services.
Westpac Group's portfolio of financial services brands and businesses is focused on our purpose which is Helping Australians and New Zealanders Succeed. It’s what we do, who we are and why we come to work every day.
From ensuring individuals can save, transact and borrow with confidence, to supporting the financial needs of small businesses, multi-national corporates, institutional and government clients, our customers are at the centre of everything we do.
Through our unique portfolio of brands comprising Westpac, St.George, Bank of Melbourne, BankSA, BT and RAMS we support and serve over 13.9 million customers.
About the role
Our Senior Analysts play an important role, from credit analysis to writing submissions. Your financial insights will be put to good use, spotting potential risks involved with existing or new clients and their financial requests. Your focus will be on our larger, more complex customer groups with deals typically above the $30M threshold. You’ll conduct cash flow, risk and financial statement analysis, due diligence and regularly review portfolios to make sure the best quality credit is maintained. While making sure the relationships we have with our customers are kept in just as good shape. The role also includes an opportunity to develop leadership skills as you share your expertise with Credit Analysts via direct coaching and reviewing of credit submissions completed by other members of the team.
What you'll be responsible for
Sourcing new investment opportunities by identifying and evaluating market opportunities
Select, buy, and sell securities to maximize returns and manage risk, and monitor the performance of investments regularly
Investment Relationship Management
Build and maintain relationships with clients, understanding their investment goals, and presenting investment recommendations
Skills you'll need
Works with others by being open, clear in communication and listening to achieve goals
Copes with changes and ambiguity in varying circumstances and can adapt behaviour effectively
Identifies and synthesizes patterns and trends amongst various sources of information to reach a meaningful conclusion, perspective or insight
Meet the team
Serves a fundamental role in making financial decisions for internal and external affairs. A business’s activities depend on the competence of a company’s finance department and the individuals who comprise it. A finance department is organized by, and runs according to, specific roles and duties.