Senior Financial Analyst - BFSI

The Analysts are to be aligned to one or more individual Client Management Teams in the UK and elsewhere in EMEA. In the UK, these teams are split according to sectors with 4 sectors covering the full client base: TMT, E&R, CRH and GIG. The tasks below cover many of the tasks the local Client Management Teams are undertaking and as a member of such teams, the Analyst is expected to play a full role in the execution of such roles as they arise.

Expected End Results Major Activities/Responsibilities

1. Business management Capital Management: Ensure the current capital allocation process is strictly adhered to across all jurisdictions in EMEA.. Track all approved CAC submissions to be used for periodic performance review and measuring expected targeted income against actual earned revenue

Sales MI Reporting: Responsible for ensuring sales MI reporting across Risk, Operations, BUC and including Finance MI are in place and are adequate.

2. Client strategy Client Priority: Coordinate with local teams to conduct regular client priority list reviews and client plans

Client Onboarding: Have oversight in client onboarding and work with local teams and key stakeholders in client review and exit projects.

Client Remediation: Manage suitability, AML initiatives across EMEA

Understanding of reporting tools: Become self proficient with the internal systems (Banker Workbench, Prism, SONIC etc) and be able to run bespoke reports as and when required

DANE: Develop strong understanding of DANE and functioning of the CAC forms. DANE is an extensive system to calculate key return metrics for potential deals presented to CAC

CAC Forms: to be able to produce CAC forms when necessary

Surveys: Managing client lists for external and internal surveys, running analysis and providing feedback on results. Also producing IoRWA lists for income and IoRWA targets

3. Relationship building - Relationship building with onshore team to ensure maximum integration of onshore and offshore teams

- Regular dialogue with A&A Pool to enhance knowledge / ensure integration of onshore / offshore teams

- Prioritise calling over email in form of communication if possible

Work with onshore team to increase scope of work and implement best practices

4. Stakeholder/ internal customer satisfaction

- Ensure customer satisfaction through timely work delivery and quality

5. Risk & Control - Ensure compliance of self ORAP (Operational risk assessment plan), Information risk and data security, Business continuity plan, ISO, security,

- Ensure adherence to external regulatory, group policy of Company

- Ensure adherence to AYIC (Are you in control)

- Ensure all audit (ISO, ISMS, BCM, Group audit) requirements (internal/external) are satisfactorily met

- Ensure satisfactory CEC (Control environment certification) scores Build a culture of continuous improvement by leading through example and encouraging idea generation

5.6. Capability development - Develop domain expertise in the businesses supported through trainings, self development and internal rotation

4. MAJOR CHALLENGES

Describe the major challenges you face in carrying out your job, and what you do in order to overcome them.

- Product knowledge - related to Corporate & Institutional Banking businesses

- Timely delivery and good quality output

- Multi tasking - working on multiple assignments simultaneously

- Adherence to Risk & Compliance guidelines

5. KEY DECISIONS

Describe 1 or 2 typical decisions you have to make, in the course of your job.

- Sources to use for the analysis

- Prioritising requests & deliverables

- Managing internal / external stakeholder expectations

- Internal / external stakeholder deadlines

6. DIMENSIONS

List the data which will reflect the scope and scale of activities concerning your job.

(These should be quantifiable numerical amounts)

- Delivering customer focused analytical solutions which will aid revenue generation for the bank

- Support across multiple products and regions

- Accuracy- Number of errors permissible as per service schedule: Max 1 per month

- Turnaround time- Number of instances of delay permissible as per service schedule: Max 1 per month

EDUCATIONAL QUALIFICATIONS

Postgraduate degree in Management/ Finance

MS Office skills required.

RELEVANT EXPERIENCE

- 3-4 years of relevant experience

- Knowledge of Banking functions and products-

- FUNCTIONAL COMPETENCIES

- Good knowledge of MS Office

- Good interpersonal skills with an ability to engage with senior stakeholders

- Strong communication skills (both verbal and written)

- Hungry to learn and open to feedback