COO Analyst (Asset & Wealth Management)

TL;DR

COO Analyst (Asset & Wealth Management): Manage projects including business summaries, global budget tracking, sales meetings, and ad-hoc senior management requests with an accent on financial forecasting, pipeline accuracy, and stakeholder reporting. Focus on coordinating EMEA sales forecasts, analyzing inflows/outflows with NY team, and developing sales metrics for divisional managers.

Location: London office

Company

Global investment bank focused on Asset & Wealth Management division.

What you will do

• Manage multiple projects: weekly business summaries, global budget tracking, sales meeting setup, management presentations, and ad-hoc senior requests.
• Coordinate with EMEA sales organizations for accurate financial forecasts and pipeline.
• Work with divisional CFO to manage and present EMEA financial forecasts.
• Collaborate with NY team and financial controllers on monthly inflows/outflows reporting to sales and stakeholders.
• Facilitate client business-wide sales activities and maintain business/market analysis with sales metrics.
• Prepare analysis for Third Party Wealth and Institutional Businesses; liaise cross-divisionally.

Requirements

• Office location: London
• Strong interpersonal skills to build trust, strengthen relationships, and collaborate internally.
• Strong Excel (VLOOKUPs, pivot tables, basic macros), PowerPoint (graphs/charts), Microsoft Office.
• Project management skills, highly organized, attention to detail, excellent follow-through.
• Strong written/oral communication, problem-solving, ability to craft solutions with limited guidance.
• Self-starter with strong work ethic, positive attitude, eagerness to learn in fast-paced environment.

Culture & Benefits

• Fast-paced team environment with multi-tasking and high standards under pressure.
• Focus on continuous improvement, automation, and scalability.
• Best-in-class benefits.
• Steep growth curve and involvement in diverse team role aspects.