Crisil - Associate - Wealth Management

About CRISIL Limited:

CRISIL is a leading, agile, and innovative global analytics company driven by its mission of making markets function better. It is Indias foremost provider of ratings, data, research, analytics, and solutions with a strong track record of growth, culture of innovation, and global footprint.

It has delivered independent opinions, actionable insights, and efficient solutions to over 100,000 customers through businesses that operate from India, the US, the UK, Argentina, Poland, China, Hong Kong, Singapore, Australia, Switzerland, Japan, and the United Arab Emirates (UAE).

It is majority owned by S&P Global Inc, a leading provider of transparent and independent ratings, benchmarks, analytics and data to the capital and commodity markets worldwide.

CRISIL is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.

Life at CRISIL:

- Be the impact

- Drive growth with a strong sense of purpose.

- Create lasting impact that affects individuals, businesses, and the society at large.

- That's what 'Life@CRISIL' is all about.

- This is where you unlock the next chapter of your career - fueled by our caring culture which encourages you to learn and innovate, an environment that fosters positivity through our people-first approach and an attractive rewards & benefits program that puts your growth in the spotlight. An inspiring setting where you will find the brightest minds, inspiring you to unleash your potential.

- CRISIL is a place where your ideas and opinions are always welcome, and continuous learning is the norm. Because we know thats what it takes to solve the biggest real-world challenges and move the needle in the direction of unexplored future possibilities. All without compromising on our strong ethics.

- So go ahead. Unlock the next chapter of your career.

- Be the impact that transforms the world.

Department: GIX-GBA

Job Description:

- The job involves conducting industry and financial research to analyze and estimate revenue/headcount of investment banks Wealth Management division at the most granular level possible and thereafter providing benchmarking analysis and contributing to internal knowledge building efforts.

- Typical projects will involve gathering, analyzing, synthesizing and presenting data using structured methodologies and frameworks.

Key responsibilities involve:

- Estimate granular, product level key performance metrics for Investment banks Wealth Management division (e.g., Revenue, Headcount, product structure, revenue types, captive flows) and create market size estimates for WM product revenues (e.g. UHNW, HNW, MA, Retail, AM, CCB etc)

- Build relationships between macroeconomic indicators and WM performance metrics to arrive at forecasts/ estimates for the above KPIs

- Update and restructure revenue / headcount data based on qualitative and quantitative information from Coalition contacts in the WM industry

- Build and update sector databases through data models in Spreadsheet and / or customized applications

- Explain, defend and customize Coalition analysis to support key client initiatives in WM strategy, sales franchise decision, investor communication, strategic decision making, and for senior management consumption

- Craft effective search strategies and gather relevant information leveraging a broad set of resources (e.g. on-line databases, internet, external researchers etc.). Communicate research results through the creation of structured / customised end-products (spreadsheets, reports, presentations etc.)

- Complete ad hoc research requests, knowledge building and business development activities necessary for the build out of WM benchmarking analytics

- Manage and / or work with an expanded team of analysts while working on multiple projects

REQUIRED EXPERIENCE AND SKILLS:

- The successful candidate will have to demonstrate the following skills, experience and attributes likely to have been gained over two to four years relevant experience:

- MBA or post graduate degree in finance, business management, statistics, economics or similar analytical fields.

- Good knowledge about Private Banking, WM, AM and Portfolio Analysis

- Professional certifications like CFA, FRM, CAIA etc. would be an added advantage.

- Strong quantitative skills, an analytical mind and an ability to work with significant amounts of data, both numerical and qualitative

- Ability to take decisions while working with unstructured and limited information

- Responsible attitude and ability to complete tasks proactively and in a timely manner

- Well-developed interpersonal and active listening skills

- Prior experience of 3 years or more in financial research / analytics

- Sound knowledge of global capital markets products and WM operations

- A strong degree of independence and self-motivation

- Fluency in spoken and written English is essential

- Excellent working skills with MS office tools, especially good at advanced Excel and PowerPoint

- Working knowledge of professional information services like Bloomberg, Thomson Reuters etc preferred

Mandatory Skills: Private Banking

Location: Crisil Limited Lightbridge, Saki Vihar Road, Tunga Village, Chandivali, Powai, Mumbai, Maharashtra, India

Education Qualification: MBA

Experience: 3 to 5 years