Senior Analyst Syndicate, Perth, Nab - National Australia Bank

Published 2022-09-22
Expires 2022-10-22
ID #1178250889
Senior Analyst Syndicate, Perth, Nab - National Australia Bank
Australia, Perth, Perth,
Published September 22, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Senior analyst syndicate

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Excellent financial markets opportunity at Australia’s preeminent and oldest Private Wealth company
Build your career in a highly engaged and successful team

About JBWere

At JBWere, we believe success comes from our people. We're committed to supporting your talent and skills through your career, as you help us build a culture that affects change for our clients - and for the community too.

JBWere is a leading private wealth management firm operating across Australia and New Zealand. For more than 180 years we have been delivering sophisticated investment and wealth management solutions to a diverse client base with substantial investment portfolios and complex financial needs.

About the role

Supporting the Head of Markets Group, you will execute deal flow across Equity and Debt Capital markets and Alternative transactions and lead, manage and formulate the strategic direction for Syndication.

In addition, you will develop strategies to enable the delivery of the financial, risk and strategic objectives of JBWere, to deliver strategic plans appropriately and with minimal risk.

Accountabilities include, but are not limited to:

Ensure that all capital markets transactions across ECM, DCM and Alternatives are managed in a compliant, accurate and timely manner
Prepare and execute all deal flow documentation and communications to the JBWere advice network in accordance with Legal requirements
Manage ECM/DCM partners (NAB, UBS, Moelis and potentially others) in pre deal capacity and coordinate with internal stakeholders across Markets & Investments Group (MIG) team members and advisors in assessing potential transaction demand from clients as required
Work closely with Business Managers, advisors and operations to ensure effective management through to settlement of capital markets transactions
Produce and set-up training as and when required for the JBWere advice network to educate on new products and processes
Automate and ensure efficiency of processes across the teams


At least 7 years’ experience in large Financial Services organisations, specifically experienced in the Equity/Debt capital market space
A tertiary qualification in commerce, economics, business or finance
A proven track record in engaging the workforce, while achieving results
Demonstrable experience with ECM/DCM
Strong written and verbal communication skills to appropriately engage stakeholders
Advanced Excel experience and skills (including macros / VBA) highly desirable


We are a leading private wealth management firm operating across Australia and New Zealand. For over 180 years we have been delivering sophisticated investment and wealth management solutions to a diverse client base – we strive every day to fulfil our core purpose: to give our clients the confidence to do what matters.

A diverse and inclusive workplace works better for everyone.

At JBWere, we are intent on building a culture we can all be proud of. One based on trust and respect. An uplifting environment where every single one of us feels appreciated and empowered to be our true, authentic selves. A diverse and inclusive workplace where our differences are celebrated, and our contributions are valued. It is a huge part of what makes JBWere such a special place to be.

More focus on you
We are committed to delivering a positive experience for our colleagues and a workplace you can be proud of. We support our colleagues to balance their careers and personal life through flexible working arrangements such as hybrid working and job sharing and competitive financial and lifestyle benefits. We invest in our colleagues through world class development programs (Distinctive Leadership and Career Qualified in Banking), and empower you to learn, grow and pursue exciting career opportunities.

Join JBWere
If you think this role is the right fit for you, we invite you to apply. If you require any reasonable adjustments to the recruitment process or the role, please let the recruitment consultant know.

To be eligible to apply, you must have Australian or New Zealand citizenship or Australian permanent residency status. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.

Please note unsolicited CVs from agencies will not be accepted.

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    Registered on October 7, 2017


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    Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.

    Perth ( (listen) PURTH) is the capital and largest city of the Australian state of Western Australia (WA). It is named after the city of Perth, Scotland and is Australia's fourth-most populous city, with a population of 2.14 million living in Greater Perth. Perth is part of the South West Land Division of Western Australia, with most of the metropolitan area on the Swan Coastal Plain, land area between the Indian Ocean and the Darling Scarp. The first areas settled were on the Swan River at Guildford, with the city's central business district and port (Fremantle) both later founded downriver. Captain James Stirling founded Perth in 1829 as the administrative centre of the Swan River Colony. It gained city status (currently vested in the smaller City of Perth) in 1856 and was promoted to the status of a Lord Mayorality in 1929. The city inherited its name due to the influence of Sir George Murray, then Member of Parliament for Perthshire and Secretary of State for War and the Colonies. The city's population increased substantially as a result of the Western Australian gold rushes in the late 19th century. During Australia's involvement in World War II, Fremantle served as a base for submarines operating in the Pacific Theatre, and a US Navy Catalina flying boat fleet was based at Matilda Bay. An influx of immigrants after the war, predominantly from Britain, Italy, Greece, and Yugoslavia, led to rapid population growth. This was followed by a surge in economic activity flowing from several mining booms in the late 20th and early 21st centuries that saw Perth become the regional headquarters for several large mining operations. As part of Perth's role as the capital of Western Australia, the state's Parliament and Supreme Court are in the city, as is Government House, the residence of the Governor of Western Australia. Perth came seventh in the Economist Intelligence Unit's August 2016 list of the world's most liveable cities and was classified by the Globalization and World Cities Research Network in 2010 as a Beta world city. It hosted the 1962 Commonwealth Games. Perth is divided into 30 local government areas and 250 suburbs, stretching from Two Rocks in the north to Singleton in the south, and east inland to The Lakes. Outside of the main CBD, important urban centres within Perth include Armadale, Fremantle, Joondalup, Midland and Rockingham. Most of those were originally established as separate settlements and retained a distinct identity after being subsumed into the wider metropolitan area. Mandurah, Western Australia's second-largest city, has in recent years formed a conurbation with Perth along the coast, though for most purposes it is still considered a separate city.

    Source: https://en.wikipedia.org/