IED ranging from those associated with sales, trading, analytics, strats to risk management. The role is based out of Mumbai and requires collaborating with Client Business Analytics (CBA) and London Equity Administration (COO). The role will require generating reports, aggregating, and updating various data sets from multiple sources for the business. The job will involve keeping information up to date, producing management material and reports to analyze trends and activity as well as working on various regular and ad hoc tasks. Regular interaction with Sales, Sales Trading, Finance, COO teams etc. We require a fast-learning, dynamic, pro-active, and initiative-taking person to help the team in day-to-day activities. Client Revenue reporting: Prepare regular and ad hoc revenue analysis for senior distribution management and internal reporting highlighting revenue performance, momentum, client, and product drivers. Interactions reports: Producing client interactions reports to show resource consumption, analyze trends, and show over- or under-serviced clients. Votes: Keep broker vote information and provide senior management reporting highlighting rank momentum. Account Review preparation: Engaging with client and product coverage, updating internal systems and files with business, product summaries, opportunities tracking etc. Reporting: Prepare regular/ad hoc reports and dashboards by collating and analyzing updated information from various internal sources and summarizing data for senior management presentations and internal review meetings with client coverage. Financials and Expense Reporting: Prepare and analyze data for financial snapshots, expense reporting and trend analysis. The basic skills needed for the role are the ability to learn quickly how to navigate databases, analyze data from these confidently in Excel and respond to requests promptly. We are looking for a confident and initiative-taking person, who has exceptional diligence and excellent. Successful candidates will have a proven work experience with reporting and analysis. Graduate (BCOM/BMS)/MBA in Finance with 4+ years of experience. Excellent written & spoken English and business communication skills. Advanced knowledge and extensive firsthand experience with Microsoft Office -Excel, PowerPoint, and Word. Power BI dashboard and reporting automation and VBA/Excel Macro knowledge would be a plus. Familiarity with databases and sourcing data from multiple systems, and the ability to analyze and summarizing data confidently and with diligence. Knowledge and experience in the Finance industry especially Equities would be an added advantage. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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