Overview
JOB PROFILE:
– The job involves conducting industry and financial research to analyze and estimate revenue/headcount of investment 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 key performance metrics for Investment banks (e.g., Revenue, Headcount) and create market size estimates for Investment and transaction banking products
– Build relationships between macroeconomic indicators and IB performance metrics to arrive at forecasts/ estimates for the above KPIs
– Update and restructure revenue/headcount data based on qualitative and quantitative information from Coalition contacts in the IB industry
– Build and update sector databases in Excel and/or customized applications
– Explain, defend and customize Coalition analysis to support key client initiatives in IB 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 an expanded team of analysts 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 global capital markets 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