Job Description
JOB PROFILE
The job involves conducting industry and financial research to analyze and estimate revenue of banks at the most granular level possible and thereafter providing benchmarking analysis and contributing to internal knowledge building efforts. Typical projects will involve gathering, analyzing, synthesizing and presenting data using structured methodologies and frameworks. Projects may take couple of days to several weeks for completion.
Key responsibilities involve:
• Estimate granular, product level revenue metrics for banks and create market size estimates for Transaction banking, Lending and Securities Service products
• Build relationships between macroeconomic indicators and performance metrics to arrive at forecasts/ estimates for the above KPIs
• Update and restructure revenue data based on qualitative and quantitative information from Coalition contacts in the banking industry
• Build and update databases in Excel and/or customized applications
• Explain, defend and customize Coalition analysis to support key client initiatives in strategy, sales franchise decision, investor communication and for senior management consumption
• Craft effective search strategies and gather relevant information leveraging a broad set of resources (e.g. on-line databases, internet, external researchers etc.). Communicate research results through the creation of structured end-products (spreadsheets, reports, presentations etc.)
• Complete ad hoc research requests, knowledge building and business development projects as necessary
• Manage and/ or work with expanded team members while working on multiple projects
REQUIRED EXPERIENCE AND SKILLS
The successful candidate will have to demonstrate the following skills, experience and attributes likely to have been gained over two to four years relevant experience:
• MBA or post graduate degree in finance, business management, statistics, economics or similar analytical fields.
• Professional certifications like CFA, FRM, CAIA etc. would be an added advantage.
• Strong quantitative skills, an analytical mind and an ability to work with significant amounts of data, both numerical and qualitative
• Ability to take decisions while working with unstructured and limited information
• Responsible attitude and ability to complete tasks proactively and in a timely manner
• Well-developed interpersonal and active listening skills
• Prior experience of 2 years or more in financial research / analytics
• Sound knowledge of Transaction Banking products preferred
• A strong degree of independence and self-motivation
• Fluency in spoken and written English is essential
• Excellent working skills with MS office tools, especially good at advanced Excel and PowerPoint
• Working knowledge of professional information services like Bloomberg, Thomson Reuters etc preferred
The job involves conducting industry and financial research to analyze and estimate revenue of banks at the most granular level possible and thereafter providing benchmarking analysis and contributing to internal knowledge building efforts. Typical projects will involve gathering, analyzing, synthesizing and presenting data using structured methodologies and frameworks. Projects may take couple of days to several weeks for completion.
Key responsibilities involve:
• Estimate granular, product level revenue metrics for banks and create market size estimates for Transaction banking, Lending and Securities Service products
• Build relationships between macroeconomic indicators and performance metrics to arrive at forecasts/ estimates for the above KPIs
• Update and restructure revenue data based on qualitative and quantitative information from Coalition contacts in the banking industry
• Build and update databases in Excel and/or customized applications
• Explain, defend and customize Coalition analysis to support key client initiatives in strategy, sales franchise decision, investor communication and for senior management consumption
• Craft effective search strategies and gather relevant information leveraging a broad set of resources (e.g. on-line databases, internet, external researchers etc.). Communicate research results through the creation of structured end-products (spreadsheets, reports, presentations etc.)
• Complete ad hoc research requests, knowledge building and business development projects as necessary
• Manage and/ or work with expanded team members while working on multiple projects
REQUIRED EXPERIENCE AND SKILLS
The successful candidate will have to demonstrate the following skills, experience and attributes likely to have been gained over two to four years relevant experience:
• MBA or post graduate degree in finance, business management, statistics, economics or similar analytical fields.
• Professional certifications like CFA, FRM, CAIA etc. would be an added advantage.
• Strong quantitative skills, an analytical mind and an ability to work with significant amounts of data, both numerical and qualitative
• Ability to take decisions while working with unstructured and limited information
• Responsible attitude and ability to complete tasks proactively and in a timely manner
• Well-developed interpersonal and active listening skills
• Prior experience of 2 years or more in financial research / analytics
• Sound knowledge of Transaction Banking products preferred
• A strong degree of independence and self-motivation
• Fluency in spoken and written English is essential
• Excellent working skills with MS office tools, especially good at advanced Excel and PowerPoint
• Working knowledge of professional information services like Bloomberg, Thomson Reuters etc preferred
💡 Quick Summary
Seeking a career-building opportunity? The Analyst| Transaction Banking position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.