обновлено 1 день назад
Global Banking & Markets – Public | Client Management & Strategy, Analyst – Dallas
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Client Management & Strategy Analyst – Dallas (Financial Markets): Supporting strategic planning and commercial execution for priority institutional clients across FICC and Equities with an accent on financial analysis, client strategy, and executive communication. Focus on transforming complex client and revenue data into actionable insights, coordinating cross-functional initiatives, and improving reporting through automation and technology.
Company
provides financial markets, banking, financing, and risk management services to institutional clients worldwide.
What you will do
- Support strategic business plans and day-to-day commercial strategies for priority institutional clients across FICC and Equities.
- Analyze revenue, sales credits, market share, client activity, and product trends to identify performance insights and commercial opportunities.
- Prepare executive-ready presentations, dashboards, briefings, and recurring performance updates.
- Coordinate with Sales, Trading, Engineering, Operations, and other stakeholders on cross-functional initiatives.
- Track actions, deliverables, risks, and dependencies from client reviews and leadership discussions.
- Improve reporting, data quality, and workflows through standardization, automation, and technology.
Requirements
- Bachelor’s degree.
- Strong analytical, problem-solving, organizational, and attention-to-detail skills.
- Proficiency in Microsoft Excel, PowerPoint, and evolving AI tools.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities, meet tight deadlines, and build effective cross-functional relationships.
- Sound judgment, integrity, accountability, and a collaborative working style.
Nice to have
- Interest in financial markets, institutional clients, and sales and trading businesses.
- Experience with large datasets, financial metrics, dashboards, or business intelligence tools.
- Working knowledge of Power BI, Tableau, Qlik, Alteryx, VBA, SQL, or Python.
- Internship or professional experience in financial services, consulting, analytics, strategy, or business management.
Culture & Benefits
- Direct exposure to senior leaders and an apprenticeship-oriented learning environment.
- Opportunities to develop expertise in institutional client strategy and commercial performance management.
- Practical development in analytical judgment, executive communication, and stakeholder management.
- Work involving confidential client and business information under established firm policies and controls.
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