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Business Development Analyst (H/F/D)

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Vacancy details


General information


Entity
  • CACEIS is the asset servicing banking group of Crédit Agricole and Santander dedicated to asset managers, insurance companies, pension funds, banks, private equity and real estate funds, brokers and corporate clients.

  • Through offices across Europe, North and South America, and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary and fund administration, fund distribution support, middle office outsourcing, issuer services and transfer agent.

  • With 7,000 employees and a large client base, CACEIS is a European leader in asset servicing and one of the major players worldwide.

  • By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.


Reference number 2024-94745

Publication date 09/12/2024

Job description


Business type Sales / Customer Service

Contract type VIE Programme

Duration in (month) 24

Expected start date 01/03/2025

Summary

The VIE contract in short:

According Business France's eligibility conditions, the Volontariat International en Entreprise (VIE) is an assignment in a French company operating overseas for professionals between the age of 18 and 28 who are European Economic Area (EU + Norway, Iceland und Liechtenstein) nationals

For further information about the eligibility conditions to this programme, we invite you to go to Business France website: https://mon-vie-via.businessfrance.fr/

PLEASE NOTE: your application must be submitted in English (CV + cover letter) to be considered by our non-French speaking teams.

 

Being part of the Commercial business area, the Business Development Department has the central responsibility for acquiring new clients. The client types are Institutional Investors (such as Insurances, Pension Funds, Corporates etc.), Asset Managers (including for illiquid asset classes such as e.g. real estate and private equity) and Banks and Broker-Dealers (including FinTechs). You will be supporting the senior team based in Munich and Frankfurt am Main.

 

Your main missions, as VIE - Business Development Analyst will be:

  • Business Analyst activities (e.g. Client or potential client Analysis, Market Analysis);
  • Sales representative for the a group of international client;
  • Support for the preparation of request for proposal (RFP): Business Case, Agreement, Presentation, Statistics;
  • Supporting the Sales team for preparing the offers for the clients;
  • Supporting the Sales team with analyzing client names (responsible persons, annual report research etc.);
  • Helping in preparing client approach (e.g. preparing calling activities, marketing campaigns etc.);
  • Maintenance of the CRM (client relationship management) system (Microsoft Dynamics based), creation and verification of existing reports and building new ones, in collaboration with the Business Development Support team.
  • Coordination in the creation of sales documents for new products and client types;
  • Support for the preparation of KYC (know your customer) documentation regarding the Risk and Compliance Committee (RCC);
  • Preparation of presentations for prospect meetings or service reviews in German and English;
  • Support of the senior team for projects;
  • Collaboration with other (operational or sale) teams located in the Group (e.g. Paris, Luxembourg, UK, Ireland, Switzerland, Amsterdam etc.);
  • Preparing and updating client initiative lists together with Marketing & Events;
  • Monitoring our activity, our market, our clients, our prospects and our competitors by reading international and German publications and news.

 

CACEIS Bank Germany Branch offers to its VIEs the following benefits:

  • Paid German courses
  • Access to a lot of gym clubs with reduced prices
  • Flexible working hours
  • International work environment

 

Job location


Geographical area Germany

City München

Candidate criteria


Minimal education level Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent

Academic qualification / Speciality Postgraduate degree – MA/MSc / PhD/Doctorate or equivalent

Experience 0-2 years

Required skills Hard Skills: - Business Analysis knowledge - Client & Relationship Management skills - Basic project management skills - Problem-Solving skills - Critical Thinking skills Soft Skills: - Analytical Skills - Reliable - Teamwork - Self-organized - Open-minded

Master's Degree in Economics, Finance, Business Administration, etc.


Technical skills required - MS Office (PowerPoint, Excel, Outlook): level excellent - Microsoft Dynamics skills is a plus - General digital literacy (in-house IT application need to be used)

Languages English : fluent ; German : intermediate ; French : would be an advantage