Analyst/Associate - Client Account Management - Equity Research

Responsibilities :

- Manage and own numerous Global tasks and processes such as Contribution, McLagan, Profitability, Broker Votes, etc.

- Assess sell-side interactions from research analysts / sales generalists and report them to clients on a periodic basis.

- Analyze vote results received from tiered clients and help maintain them out of the CRM system.

- Prepare briefing packs ahead of client broker reviews and firm internal reviews.

- Work closely with Senior Management on numerous client performance-related projects and ad-hoc tasks.

- Reporting and MIS tasks related to revenues, interactions, sales meetings, vote performance, etc.

Skills :

2- 4 years of experience into Equity research with tracking/broker votes experience.