Funding Associate

Overview

As a Funding Associate, you will support Investec Bank plc’s funding requirements across multiple channels, collaborating with cross-functional teams to deliver efficient funding solutions. You’ll combine client and partner support with trade administration, product management and analysis to improve funding processes, including automation and AI. You work closely with Treasury, Compliance, Legal and other stakeholders to ensure accurate, timely outcomes. This role sits in a collaborative Bank Funding Group that values curiosity, initiative and impact, with a four-day in-office week plus one remote day.

Pay / Benefits

• range of wellbeing benefits
• 4 days in the office and one day remote

Responsibilities

• Support the bank’s funding activity across channels
• Maintain and nurture client and partner relationships with corporate and institutional clients
• Book trades, support client reconciliations and related administration
• Contribute to product management and ongoing development of funding products and channels
• Identify opportunities to automate, optimise and simplify activity (including AI adoption)
• Develop systems expertise on front-end platforms (Calypso, Microsoft Dynamics CRM, Power BI)
• Apply analytical thinking to understand issues, assess information and support decisions
• Collaborate with Treasury, Compliance, Legal, Settlements, Client Service and Trade Support to deliver accurate outcomes

Key requirements

• Curiosity and strong analytical ability with interest in bank funding, client relationships and financial markets
• Excellent communication skills and ability to articulate Investec’s proposition to external clients
• Strong relationship-building skills with stakeholders across the bank
• Analytical, inquisitive mindset with strong numeracy and written English
• Proactive, self-starting, entrepreneurial spirit and willingness to learn all aspects of the role
• Ability to work collaboratively while managing individual responsibilities independently
• Digital literacy and attention to detail; interest in developing expertise across systems like Calypso, Microsoft Dynamics CRM and Power BI
• Understanding of how AI can improve efficiency in tasks and processes
• Willingness to complete required CISI Regulations and Derivatives examinations
• Interest in broadening professional qualifications and developing new skills
• Relevant regulatory knowledge and commitment to Consumer Duty Principles and treating customers fairly

• Curiosity
• Analytical thinking
• Clear communication
• Calypso
• Microsoft Dynamics CRM
• Power BI

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