Making reports, understanding finance, revenue, sales, balance sheet,
Presentation making & analysis, excel, analytical tools- qlikview+tableau
Overall purpose of role:
The candidate is expected to work in a high intensity, results oriented team environment as part of the Markets Client Strategy team in Mumbai, which is virtual extension of Global Markets Client Strategy team. The candidate is responsible for producing Business Strategy presentations, Business Performance reviews, Client Briefs, Pitch books and performing ad-hoc customized analysis. The candidate is expected to interact closely with counterparts in other regions and products to understand their requirements and deliver innovative and accurate result in minimum duration.
The role requires sound understanding of Markets Business (Equities, Credit and Macro), Strategy and Control, good eye for detail and an ability to liaise with the Senior Business Managers, Client Strategy teams, Sales & Trading desks and Technology teams to ensure the timely and accurate delivery of critical business strategy inputs.
This role provides the opportunity to make a strong immediate contribution for applicants who are proactive, tenacious and eager to learn about multiple products and clients.
Key Accountabilities and Skills required:
This section should include:
o Key specific accountabilities.
o Produce Markets Pack (weekly analysis of business performance) for Global Head of Distribution business. This report is prepared at the end of the week to provide key business updates and requires extended working hours on Friday (7pm to 4am) to ensure timely delivery of this pack
o Work on key Strategic Initiatives for Markets business
o Analyze Client Tier and Client Hierarchy (DPGS) across Market business
o Carry out Regulatory checks and Operational Controls for Business Management team
o Produce Market Performance MI for Senior Management
o Create Client Briefs, Pitch books, Account Plans/Game Plans for Key clients for Market business
o Provide Competitor Analysis landscapes (Coalition) for Senior Management meetings
o Develop dashboards and MIS reports analyzing volume, Revenue, Risk and Sectors etc…
o Automate current reports and develop new reports in Analytical tools like Qlikview, Tableau, Business Objects, Flightdeck etc…
o Provide desk with ad-hoc analysis on desk coverage, sales interactions, tiered clients, etc..
o Identify and implement controls to enhance participation in the Markets client strategy and technology platforms
o Stakeholder management and leadership.
o The candidate would have to interact with counterparts in New York, London and APAC. The candidate needs to closely work with Business Managers and Sales Heads to understand their requirements and deliver as per their expectation with minimum iterations. The candidate is expected to come up with innovative ideas and business solutions, to deliver accurate final output in an optimal way.
o Decision making and problem solving.
o The candidate will have to be proactive in identifying issues and getting them resolved by liasing with various stakeholders
o The candidate needs to work on several time sensitive activities and hence is required to be meticulous and efficient
Your Skills and Qualifications will include
o Good powerpoint and excel knowledge including VBA. Programming skills/ exposure to Qlikview are an added benefit
o Excellent communication skills (oral/written) as the candidate would have to work with Onshore teams globally including Business Managers and Sales Heads to understand their requirements and deliver as per their expectation with minimum iterations.
o Knowledge of Markets Business and their risk factors
o Strong Analytical Skills
o Aptitude for self learning Should be able to demonstrate a self starting attitude
o Proactive in nature. Should be able to take decisions and support those.
o Team player
o Flexible to work in late European hours (2pm to 11pm from Monday to Thursday) and late US hours (7pm 4am) on Friday to ensure timely delivery of the Markets Weekly Pack for Global Head of Distribution
Salary: INR 7,00,000 – 10,00,000 P.A.
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services , Banking , Investments , Insurance
Role Category:Mutual Funds/Fund Management/Asset Management
Employment Type: Permanent Job, Full Time
Recruiter Name:Raju K