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Analyst, Client Strategy Operation

3.00 to 7.00 Years   Pune   08 Feb, 2024
CLSA
Job LocationPune
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    Our Client Strategy Operations (CSO) team covers both the support of the broader global Client Strategy team as well as fully-owning a number of advisory processes.While Client Strategy is involved in nearly all aspects of our Institutional Equities advisory business, relevant core initiatives include;Prioritization of clients based on multiple metrics, with a view to optimizing how our scarce resources are allocatedThe capture, reporting & production of analytics relating to direct advisory revenues (including client broker votes)Development & production of complex reporting for the advisory platform using automated BI tools to display multiple data sources in an intuitive mannerInternal reporting & coordination of 3rd party market intelligenceSubmissions of historic advisory interactions to clients based on their preferred specificationsDefining best-practice for the logging of advisory interactions & highlighting instances where this is not adhered toJob. Responsibilities:The responsibilities of the role would touch on various elements of the Client Strategys initiatives, including the following specific tasks;Regular delivery of detailed reporting to key stakeholders (manual & automated)Amendments & building of additional reporting, based on feedback & requests receivedOngoing development of automated reporting via preferred business intelligence platform (Qlik)Half-yearly production of data-sheets as part of regular client prioritization reviewQuarterly distributions & detailed report generation relating to McLagan broker surveyOperation of our exceptional approval process, gating the provision of service to clients that meet certain criteria (incl. reviewing accuracy of interaction input)Collaboration with other Client Strategy Operations colleagues, fostering team culture, cross-learning & providing cover during periods with a high volume of workCoordination with CRM data-maintenance team in ensuring accurate client information is maintained & updated when necessaryEssential Skills and Experience:Very advanced spreadsheet skillsExperience with external BI reporting software (preferably Qlik, otherwise Tableau, PowerBI)Advanced power point skillsHigh degree of diligence (especially with regards to numbers, spreadsheet related work etc.)Excellent communication skills (verbal and written)Proactive attitude towards project workInvestigative/analytical skillsIndependent work style (ability to get work done as directed with minimal need for supervision)Good prioritization, organizational and multi-tasking skillsSelf-motivated, desire to be challenged and eager to learnKnowledge of markets and instruments is a plusEducational / Professional Qualifications:Degree holderCommunication Skills:Excellent communication skills (verbal and written) are a must-haveCompany Summary:CLSA is an Asias leading capital markets and investment group, connecting global investors to insights, liquidity and capital to drive their investment strategies.Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, alternative investment, corporate finance, capital markets, securities and wealth management.As the international platform of CITIC Securities, Chinas largest investment bank, CLSA is uniquely positioned to facilitate cross border capital flows and bridge China to the world and the world to China.Founded in 1986 and headquartered in Hong Kong, CLSA operates from 20 cities across Asia, Australia, the Americas and Europe.For further information, please visit www.clsa.com,

Keyskills :
communication skillsdiligencespreadsheet skillsBI reporting softwarepower point skillsinvestigativeanalytical skillsprioritizationorganizational skillsmultitasking skillsselfmotivationknowledge of markets

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