Associate/Team Lead - Centralized Research Group - Treasury Services

Associate/Team Lead - Centralized Research Group - Treasury Services

The firm is a leader in treasury services, investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

Treasury Services Group :

- Treasury Services Group (TSG) is a part of working closely with the firm's Treasury Services teams in preparing pitch books & marketing materials that the senior client bankers take to their clients during meetings.

- The Associate (Team Lead) Role - CRG-TSG team

The Associate's main responsibilities will include :

Client facing material preparation : Work with internal partners across regional locations to prepare marketing materials and client-ready output which is crisp and relevant accompanied with well-structured presentations for Treasury Services. The work will include components such as transaction flow analysis, change readiness updates, account structures, liquidity structures, billing information, etc.

Transaction flow analysis : Analysis and interpretation of transaction flows including High and Low value payments and receipts, reason codes and returns in order to promote operational efficiency, reduce cost/risk and identify cross sell opportunities.

Value Added Support : Provide value added support effectively and efficiently, demonstrating effective knowledge and use of all data, reporting and tools available to the team for both report generation and deep dive analysis (Business Objects, QV Dashboards, DataMart access etc.). Source and interpret company, industry & transaction flow information with an aim to form views on key trends stemming from clients- transactional analysis.

Internal engagement : Provide consultation to CSAMs at every point in the process from analysis request thru fulfillment. Proactively reach out to requestors to provide consultation and SME support as part of the pre and post report production support process.

Reporting enhancement : Identifies potential opportunities and/or red flags and follows up accordingly to see them through. Proactively follows up on reporting provided to CSAMs to obtain client feedback post delivery and documents and shares the feedback with the greater team to help us continuously improve our offerings and process.

Project management : Comprehend projects with a high level of accuracy & displays a strong understanding of the deliverables. Engages proactively with client executives to understand client perspective and makes new suggestions regarding analysis, slides or provides a new perspective. Provide leadership around driving solutions, especially when it requires thinking out of the box to customize or supplement our existing offerings to address the needs of the business

Communication : Maintain regular value-added contact with client bankers and staffers in the appropriate geography both proactively and in response to specific requests with a clear distinction between fact, informed opinion and uninformed opinion (hunch).

Workflow optimization : Optimize workflow between regional CSAM hubs and Mumbai reporting teams. Closely monitor and ramp up available capacity in offshore location with new work.

Essential skills / qualifications :

- 3-5 years of relevant work experience

- MBA from top Tier school/ or professional qualification in Accountancy/Finance

- Excellent academic record

- Strong background and experience in finance

- Awareness of Treasury Services solutions is a plus

- Close attention to detail and ability to deliver output of a very high standard

- Good communication skills

- Good knowledge of excel including macros/VBA and the MS Office suite

- Strong quantitative skills

- Excellent project management skills