Analyst - Client Strategy (1-8 yrs)

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.

Key Accountabilities:

- Serve as the primary point of contact for queries from the Senior Relationship Management team.

- Coordinate with departments to gather necessary information

- Generate regular reports on request status and resolution times.

- Identify trends and areas for improvement.

- Assist SRMs to track their respective KPIs

- Proactively identify and resolve potential issues.

- Develop and implement solutions to improve processes.

- Prepare and manage client pitch materials.

- Regular reporting to track material KPIs i.e. interactions MI (Management Information).

- Create pre-meeting packs & client snapshots to assist senior management for client meetings

- Work on key Strategic Initiatives for Markets business

- Create Client Briefs, Pitch books, Account Plans/Game Plans for Key clients for Market business

- Provide Competitor Analysis landscapes (Coalition) for Senior Management meetings

- Develop dashboards and MIS reports analyzing volume, Revenue, Risk and Sectors etc...

- Automate current reports and develop new reports in Analytical tools like Qlikview, Tableau, Business Objects, Flightdeck etc...

- Provide desk with ad-hoc analysis on desk coverage, sales interactions, tiered clients, etc..

- Identify and implement controls to enhance participation in the Markets client strategy and technology platforms

- Ensure timely and accurate responses to inquiries.

Stakeholder Management and Leadership:

- 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.

Decision-making and Problem Solving:

- The candidate will have to be proactive in identifying issues and getting them resolved by liasing with various stakeholders

- The candidate needs to work on several time sensitive activities and hence is required to be meticulous and efficient

Risk and Control Objective [This section is mandatory for all role profiles and must not be deleted]:

Person Specification:

Essential Skills/Basic Qualifications:

- Good at synthesizing information and Storytelling

- Excellent PowerPoint and Excel skills

- Knowledge of Markets Business and their risk factors

- Experience of producing Business MIS

- Experience of Managing Technology Projects

- Attention to detail

- Excellent communication skills (oral/written)

- Strong Analytical Skills

- Aptitude for self-learning - Should be able to demonstrate a self-starting attitude

- Proactive in nature. Should be able to take decisions and support those.

- Team player

Desirable skills/Preferred Qualifications:

- Programming skills/ exposure to Tableau, Qlikview, Python are an added benefit

- Exposure to Generative AI / ML

- External market data platform exposure such as Bloomberg, Thomson Reuters, etc