Job responsibilities
- Prepare quarterly business reviews, weekly FIG P&L and wallet reporting, sector analysis, client executive client reviews, offsites/all-hands, team expense reporting, and team meeting agendas.
- Analyze industry stats and data for industry trends, competition and areas of opportunity. Identify areas of focus relative to our competition and overall market opportunities
- Coordinate and drive all financial management including: annual budgets, quarterly/monthly forecasts, revenue reconciliation, pipeline oversight and projections, expense management (e.g. approval, escalations, budgeting)
- Manage the people agenda including: headcount planning, evaluation processes, intensity and productivity reporting, group meetings and communications, resource manager partnership on A&A initiatives and hiring
- Drive best practices and help ensure adherence to firm policies. Coordinate with relevant partners to ensure proper communication, execution, escalation, and follow-up
- Assist with ongoing client management and onboarding including: account planning, account coverage reviews, coordination with groups such as Deal Services, Global Corporate Bank and Commercial Bank
- Assist with/enforce Compliance and Controls agenda – policy communication, rules adherence, FINRA registration and training follow-up, annual compliance updates and general queries
- Coordinate with Business Support Management on the delivery of all administrative assistant, technology, real estate, operational and other services to the banking teams
Required qualifications, capabilities and skills
- Bachelor’s degree in Business, Finance, Economics, or other related area.
- Strong in Excel (able to distill large datasets into compact messages) and PowerPoint (skilled with visually presenting those messages)
- Strong analytical, organizational and prioritization skills. Self-starter with a desire to understand both the big picture and the details. Driven to identify opportunities for efficiency and structure. Strong work ethic but works smart
- Welcomes the challenge of wearing multiple hats in supporting the business. Thrives in a multi-disciplinary, time-pressured environment and matrix organization
- Strong executive-level communication skills. Able to flex style to various audiences. Communicates in a knowledgeable and clear manner. Produces crisp written communications and knows how to frame messages for different audiences
- Strong relationship building skills. Attentive listener who synthesizes various points of view. Demonstrated ability to drive results across multiple stakeholders
- Experience delivering timely, high-quality presentations and reporting. Attentive to detail coupled with continuous focus on consumption-friendly design
Preferred qualifications, capabilities and skills
- 2+ years of experience in Business Management or on a CFO/COO team
- Experience with dashboards (designing, using, enhancing)
- Comfortable with making independent decisions with professional maturity and personal integrity
- Intuitive thinker focused on asking the right questions to innovate and improve the status quo