Sr. Analyst - IB Planning and performance Management

In Scope of Position based Promotions (INTERNAL only)

Job Title: Sr. Analyst - IB Planning and performance Management

Location: Mumbai, India

Role Description

The IB Planning Performance Management team conducts both qualitative and quantitative analyses of the Investment Banks performance. It supports senior management in making strategic decisions by analyzing business performance, industry trends, regulatory outlook, and other factors. Additionally, the team assists in preparing various briefing documents and presentations to aid senior management in their internal and external communications.

• Major work deliverables produced by the team on a regular basis include:
• Presentation materials for senior management internal and external communications
• Strategic analyses that help shape senior management thinking and decisions
• Performance management: Reviewing plan and monitoring plan vs. Forecast and actuals and provide relevant commentary
• Revenue analytics Track revenue on daily basis, provide revenue estimates and commentary around the same
• Drive automation across platform

What well offer you

As part of our flexible scheme, here are just some of the benefits that youll enjoy

• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• Produce monthly scorecards to track financial and non-financial deliverables against targets.
• Assist in preparing annual budgets and periodic forecasts, ensuring they are accurate and aligned with business objectives.
• Prepare regular financial reports for senior management, highlighting key insights.
• Analyze and monitor Revenues across different Investment Bank desks.
• Work closely with key stakeholders to produce valuable analyses.
• Capture, analyze, and present plan data, including both quantitative and qualitative aspects, in a meaningful manner.
• Perform ad hoc financial analysis and projects as required by senior management.

Your skills and experience

• 2-4 years of work experience
• Excellent Excel, Power point and Word skills. Knowledge of Acrobat
• Strong analytical skills, detail orientation, commitment interpersonal skills
• Strong verbal and written communication skills
• Good multitasking skills
• Handle work pressure and organise tasks in order to meet deadlines
• Ability to work independently, as well as in a team environment
• FPA background / work experience will be preferred
• Post Graduate, preferably in business or other quantitative field (CA, CWA, MBA etc)