Senior Associate, Analyst - Institutional Banking
Permanent Full-Time role
Based in Britomart, Auckland

Ko mātou tēnei | Our Organisation
At Westpac New Zealand, our purpose is to help New Zealanders succeed by igniting financial possibilities for our customers, our communities, and for the whole country. Our Institutional and Business Banking teams support one of New Zealand’s most important assets – its businesses.

We’re here to make New Zealand businesses stronger by providing financial expertise with industry insight and sustainable relationships, to help them navigate the future.

Mō te Tūranga | About the Role
We are currently recruiting for a Senior Associate in our high performing team, working closely with the Relationship Managers to provide industry and analytical expertise to customers within Institutional Banking. Your primary responsibilities will include:

Preparing credit submissions based on your understanding of the client and their business.
Overseeing legal documentation through to transaction execution.
Proactively identifying customer needs risks and issues and coming up with financial solutions.
Interacting on a day-to-day basis with our key customers, maintaining excellent customer service at every opportunity.
Applying your sound knowledge of balance sheets, financial analysis and accounting principles in order to ensure client management is consistent with credit policy / credit risk principles.
Monitoring / maintenance of an existing portfolio of accounts and in doing so demonstrating your attention to detail and enjoyment of getting things right first time.
As an Analyst you are a key provider of risk analysis in the origination and evaluation processes. When undertaking analysis, you remain alert to the presence of marketing and risk mitigation opportunities. This will involve close liaison with the Portfolio Manager, Relationship Managers, Credit, and Product teams.

Na tōu rourou | What will you bring?

Ideally you will have a tertiary qualification with a Finance, Commerce, Economics or Accounting major and at least 3 years’ experience in a business lending role.
Your expert knowledge in financial analysis, research skills as well as having a commercial understanding of New Zealand’s business and economic environment will ensure your success in this role.
Equally important are your excellent communication skills (written and verbal), being customer centric and a team player with high levels of personal integrity and professionalism.
Your success in this role will rely on your ability to review and digest a large amount of customer and industry information and produce succinct credit submissions. In addition, you will need to have strong advocacy skills and be able to influence key decision makers through your demonstrated understanding of both deal specific and industry risks.
You will assist Relationship Managers in forming deep relationships with customers by being the subject matter expert on credit matters and by providing industry insights. You will be a team player helping with the development of the wider Analyst team and a thought leader looking for ways to improve processes and thinking to drive continuous improvement of the team.

Westpac Hei Wāhi Mahi | Working at Westpac
In addition to immersing yourself in a supportive team environment, you'll receive some great job perks and benefits including:

4 weeks standard holiday + 5 additional days of wellbeing leave to support you to be your best
Additional purchased leave options up to 4 weeks per year
Banking benefits, insurance discounts and superannuation scheme
Growth and development – we provide opportunities for development and promote internal mobility
Recognition - we recognise and reward our star performers
School holiday subsidy - help you balance work and family during school holiday
2 Volunteer days per year

Ko mātou tēnei | Our Organisation
At Westpac, we’re working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years we’ve been driven by our purpose to Create Better Futures Together.

What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you!

Tono mai ināianei! | Apply Now!

Apply today with your CV and Cover Letter.
The people of Aotearoa, New Zealand hail from many cultures and backgrounds. At Westpac New Zealand, we draw on this enormous talent pool to cultivate a team rich in ability and empowered to reach its full potential. Our aim is to be brave challengers, celebrating our differences and relentlessly advocating for our customers. It starts with us – we believe that when we care deeply and do our best for our people, they’ll do their best for our customers. We encourage people from all walks of life to apply, including those who are neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities.

Mahi tahi tātou, kaha ake tātou | Together Greater

Applications close:
15 April 2025

Senior Associate Analyst

Westpac New Zealand

Senior Associate Analyst

Westpac New Zealand

Auckland

Westpac New Zealand

Senior Associate Analyst

Location

Job Description

Desired Soft Skills

Benefits and Perks

Job Schedule

Company Video

Senior Associate Analyst

Westpac New Zealand

Senior Associate Analyst

Westpac New Zealand

Auckland

Westpac New Zealand

Senior Associate Analyst

Location

Job Description

Desired Soft Skills

Benefits and Perks

Job Schedule

Company Video

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