US Analyst Technology Coverage; Menlo Park

US Analyst Technology Coverage (Menlo Park)

US Analyst: The U.S. Analyst Program is a full-time, contractual role for recent college graduates. The goal of the program is to nurture early talent and create a pipeline of future leaders across the bank. Roles open up on a rolling basis and we look to fill roles ASAP.

• Conversion Potential:
  Upon successful completion, participants may be offered permanent roles—either on their current desk or in adjacent teams.
• Development Opportunities:
  Analysts have access to curated social and educational events, skill-building sessions, and cross-functional learning experiences.
• Mentorship & Networking:
  Participants are matched with mentors and encouraged to build their internal networks.
• Dedicated Program Management:
  Day-to-day support is provided by program leads to ensure a smooth and successful experience.

• Provide Origination/Client Coverage support to Senior and Junior Bankers.
• Develop an in-depth understanding of the Credit Agricole Group’s product offering and network as well as an understanding of how the Bank’s products and network apply to the Team’s clients and prospects.
• Prepare pitch books for client and internal presentations.
• Assist with the preparation of briefing memos for client visits and for internal presentations/committees.
• Prepare financial models and pro forma capital structures for idea generation and client visits.
• Learn the fundamentals of financial and strategic analysis.
• Assist with the maintenance global control over revenue budgets for each primary coverage client and support Senior Bankers in managing revenue budgets for all other Team clients.
• Develop an in-depth understanding of clients’ and prospects’ strategies and business models, as well as of the Technology sector.
• Assist with the management of the credit request and approval process for new transactions, amendments and annual reviews.
• Liaise with product groups and international counterparts to ensure approvals are received in a timely manner.
• Assist with monitoring and ensuring compliance with all Know Your Customer requirements, internal monitoring requirements, portfolio reviews, etc.
• Assist with the analysis of risk/return metrics on all stand-alone transactions and client relationships.
• Cultivate and upgrade prospect list for future client development.

• Graduation Date between the time period of January 2025 - January 2026
• Eligible to work in the US
• Does not require Visa Sponsorship now or in the future (including F1, OPT, CPT)

• Education:
  
  Some accounting/finance/economics coursework
• Strong interpersonal skills and ability to multi-task

• Strong computer skills including use of Excel, PowerPoint, Word
• Developed oral and written presentation skills
• Basic grasp of risk/return analysis concepts and tools
• Knowledge of the Technology sector

• 0-1 years of sector experience
• Familiarity with banking and capital markets