Job Description
About this role:
The roles involves
• Working with an industry leading Corporate and Investment Bank in the Equity Research department as a part of the Research Agreements and Invoicing team for MiFID II
• Significant opportunities to learn, develop and work as an integral member of the front office teams in business.
In this role, you will:
• Consult with the Business, Sales and Legal on creation / amendment and distribution of research agreements
• Prepare the initial research "on-boarding" form with the client details, coordinate with Legal for completion of the Research Agreement
• Work closely with Research Entitlements Team to enable / remove research entitlements
• Work closely with Research Invoicing team to prepare invoices for distribution to clients and verify payment instructions
• Work with the IT team to resolve issues and improve the existing tools used for contract / payment management in Research
• Periodically review invoice requests and activity through daily invoice aging report, notifying Sales when invoice is outstanding
• Work closely with the Sales and Management for Profitability analysis of clients based on consumption and payments
• Work closely with the Research management to identify areas of growth
• Organize periodic calls with research management for updates / discussions
• Develop reports to enable analysts / management expand outreach to clients
• Extensively use the internal tools (Salesforce) to ensure all client relevant details are updated in a timely manner
Hybrid working model:
• No of days working from office in a week: 3 out of 5 currently.
• Shift followed: Flexible, however 3-5 hours of overlap with onshore teams in UK / US
• Work location: Bangalore
Required Qualifications, US:
Required Qualifications, International:
• Outstanding academic qualifications - MBA / Masters from a premier educational institution
• Relevant prior 5+ years of experience.
• Understanding of the Equity Research landscape and MIFID II for Research is a key requirement for the role
Job Expectations:
• Strong understanding of the Equity Research landscape and implication of MiFID II for the department
• Proficiency in usage of tools like Salesforce
• Sufficient proficiency in English and communicate effectively with key stakeholders.
• Ability to proficiently use Microsoft Office Applications - Power Point and Excel - finding/sorting/reformatting data/pivot tables/build macros, without making errors..
• Python, Excel VBA programming would be an added advantage.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, ****** orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process
The roles involves
• Working with an industry leading Corporate and Investment Bank in the Equity Research department as a part of the Research Agreements and Invoicing team for MiFID II
• Significant opportunities to learn, develop and work as an integral member of the front office teams in business.
In this role, you will:
• Consult with the Business, Sales and Legal on creation / amendment and distribution of research agreements
• Prepare the initial research "on-boarding" form with the client details, coordinate with Legal for completion of the Research Agreement
• Work closely with Research Entitlements Team to enable / remove research entitlements
• Work closely with Research Invoicing team to prepare invoices for distribution to clients and verify payment instructions
• Work with the IT team to resolve issues and improve the existing tools used for contract / payment management in Research
• Periodically review invoice requests and activity through daily invoice aging report, notifying Sales when invoice is outstanding
• Work closely with the Sales and Management for Profitability analysis of clients based on consumption and payments
• Work closely with the Research management to identify areas of growth
• Organize periodic calls with research management for updates / discussions
• Develop reports to enable analysts / management expand outreach to clients
• Extensively use the internal tools (Salesforce) to ensure all client relevant details are updated in a timely manner
Hybrid working model:
• No of days working from office in a week: 3 out of 5 currently.
• Shift followed: Flexible, however 3-5 hours of overlap with onshore teams in UK / US
• Work location: Bangalore
Required Qualifications, US:
Required Qualifications, International:
• Outstanding academic qualifications - MBA / Masters from a premier educational institution
• Relevant prior 5+ years of experience.
• Understanding of the Equity Research landscape and MIFID II for Research is a key requirement for the role
Job Expectations:
• Strong understanding of the Equity Research landscape and implication of MiFID II for the department
• Proficiency in usage of tools like Salesforce
• Sufficient proficiency in English and communicate effectively with key stakeholders.
• Ability to proficiently use Microsoft Office Applications - Power Point and Excel - finding/sorting/reformatting data/pivot tables/build macros, without making errors..
• Python, Excel VBA programming would be an added advantage.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, ****** orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process
💡 Quick Summary
Seeking a career-building opportunity? The Senior Analyst | Client Management position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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.
