Client Strategy Analyst

Job description

Join us as a Client Strategy Analyst in Markets Client Strategy is a dedicated team within Distribution, the sales organisation within Markets. Each product cluster has its own Client Strategy effort but they each partner closely to deliver a robust and coordinated holistic client strategy across asset classes, ensuring that we make the best use of our resources to deliver value for clients and maximise returns. To be a successful Client Strategy Analyst candidate is expected to work in a high intensity, results oriented team environment as part of the EM Client Strategy team in Mumbai, which is virtual extension of Global EM Client strategy team. The candidate is responsible for producing Business Strategy presentations, Business Performance reviews, Marketing Material (Client Briefs), Presentation to monitor performance, owing competitor benchmarking to identify GAPs/solutions, owning/optimizing internal databases to facilitate internal KPI reviews 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. You may be assessed on the key critical skills relevant for success in this role, where it provides the opportunity to make a strong immediate contribution for applicants who are proactive, tenacious and eager to learn about multiple products and clients. Role requires sound understanding of EM Business and financial markets (Fixed Income Securities in particular), good eye for detail and an ability to liaise with the Senior Business Managers, Trading desks and Technology teams to ensure the timely and accurate delivery of critical business strategy inputs. **Basic/ Essential Qualifications:** - Production of Business MI and Strategy Presentations. - Production of Key Performance Indicators (KPI) and trend analysis. - Production of Sales & Client performance reports and analysis of drivers for sales revenues, volumes, market share, interactions etc. - Produce Client Strategy / Business Strategy reports for Desk Heads and Senior Management. - Develop Sales dashboards and various MIS reports analysing volume, Client Revenue, Productivity and Client Interactions etc. . - Provide Competitor Analysis landscapes (Coalition) for Senior Management meetings. - Produce Monthly Business Review decks for business heads. - Create Client Briefs and marketing material for client meetings. - Create scorecards to monitor business objectives and propose required management actions. - Drive the optimisation and automation of any databases and standardised reports. - Ad-hoc customized analysis as required by the business managers to analyse the business performance or lead/lag indicators. **Desirable skillsets/ good to have:** - Experience in Client Strategy or Business Management or COO functions. - Advance knowledge of EM Business, their risk factors, Performance matrix and valuation. - Experience of creating dashboards in Qlikview, Qliksense, Tableau, Business Objects, Python, SQL etc. - Enhance Controls, streamline processes and bring efficiencies through automation, wherever possible. - Expert in PowerPoint presentations, writing reports and designing storyboards. - Excellent communication skills (oral/written) - Good at Senior stakeholder engagement. - Good MS Excel knowledge including VBA. - 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. - Willing to work in EMEA hours on regular basis. - Team player. This role will be based out of NKP Mumbai. **Purpose of the role** To enable the success of the business and assist senior leaders navigate complex challenges, make informed decisions, and achieve their goals **Accountabilities** - Collaboration with business and senior leadership to develop and implement business strategies that align with organizational goals and regulatory requirements. - Liaison between different business units and functions, fostering communication and collaboration. - Management and coordination of strategic initiatives, projects, and change management efforts to optimize business processes and strengthen the control environment. - Improvement of operational efficiency within the organisation including the identification of areas for improvement, streamlining of processes, and implementation of best practices to enhance productivity and effectiveness. - Development of performance reporting for key metrics that reinforce the strategic objectives of the division and support the external commitments made. Involvement in aspects of financial analysis and budget management, including assistance in financial planning, forecasting, and monitoring of financial performance against targets. - Support to business heads in partnership with HR on hiring, workforce planning, joiner/mover/leaver actions. **Analyst Expectations** - To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. - Requires in-depth technical knowledge and experience in their assigned area of expertise - Thorough understanding of the underlying principles and concepts within the area of expertise - They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. - If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others. - OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. - Will have an impact