Position Description

DepartmentCorporate & Professional Services
Nature of JobPermanent
Job TitleManager
Reporting ToGroup Manager / AVP/ On-site coordinator
Job FamilyIndustry Research

Project Management:

• Min. 5 years of relevant research experience
• Proven track record of conducting secondary research, designing research strategy, interpreting and analyzing information for accuracy, exhaustiveness and applicability in resolving research problem
• Ability to connect the dots and derive insights
• Expertise in handling multiple project teams and playing the role of a problem solver to them
• Adroit in workflow management
• Ability to translate client objectives into clear deliverables with associated priorities and constraints;
ability to estimate the effort required in a project to ensure efficient utilization of resources
• Develop solutions to problems, balancing the risks and implications across multiple projects People Management:
• Project lead with complete responsibility of project delivery for complex and challenging projects in
addition to the regular role of being the point of contact for all projects
• Capable of managing a team of 8-10 analysts with responsibilities including steering the team in
the right direction, and ensuring all work is aimed at meeting client objectives

Client Management:

• Identify opportunities to provide value-adds on the existing workstream to clients
• Manage client communication on projects, deliverables etc. and strengthen the relationship
• Be on top of identifying opportunities and act as a solutions provider

Technical skills:

• Knowledge of key databases such as Capital IQ, Factiva, Thomson One, Merger Market, Orbis,
SNL, etc.
• Knowledge of Power BI

Required skill set and industry knowledge:

• Seasoned research professional with a strong focus on Financial Services as an industry
• Updated with current events in the industry and ability to identify key trends shaping the industry
• Should have experience in delivering quick turnaround research request, at least two projects in a day
• Knowledge of global banking, fintech and insurance industry landscape
• In depth knowledge of financial statements, company documents and filings
• Analyzing and synthesizing financial data collected using on-line and other data sources such as Thomson one, Capital IQ, Orbis, SNL, Factiva, etc.
• Conducting company and industry research to deliver insightful projects
• Should have supported or worked with an investment banking and management consulting firm
• M&A, financials extraction, press search, company screening, company profiling and industry
• Understanding of industry standard processes, methodologies and the regulatory environment
• Ability to ensure that tasks within areas of responsibility are completed in a timely manner
• Effective communicator with excellent relationship building & interpersonal skills
• Strong analytical, problem solving & organizational abilities
• Challenging current thinking by implementing new ways of working
• Possess a flexible & detail-oriented attitude.
• Ability to proactively identify ways to contribute to firms’ goals & mission
• Ability to understand the consulting business environment
• Ability to manage people (mentoring)

Education and Experience:

• The right candidate should have worked for 5-8 years with a reputed firm in the Financial Services
industry, knowledge of banking sector will be an added advantage
• Good knowledge of MS Office
• MBA Finance. CFA will be an added advantage Compensation To be decided on a case-by-case basis

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