Banking - Business Execution Team - C09 Officer, Mumbai

Banking and Clients: Business Execution Team, Mumbai

Role Outline/Job Summary

• Support the Business Execution Leads in the day-to-day running of respective franchise units with a focus on conducting analysis and research which will inform strategic decisions.
• Participate in planning, execution and follow ups of Management disciplines including franchise reviews, Quarterly reviews, client planning, and project specific items.

• Responsible for running and analyzing internal business metrics data (client revenue, returns, backlog management, client calling, exposure, etc.) and Market Share analysis.
• Supporting various franchise initiatives and internal strategy presentations
• Liaising with concerned partner team to get Client Coverage / Client creations and Attribute changes processed within CIS and Toolbox

• Communication with bankers, Business Execution Leads and product partners on business metrics, including client prioritization, coverage, revenue, returns, pipeline.
• Preparing reports and presentations on franchise performance for presentation to senior management, focusing on revenue and backlog analysis, as well as calling intensity Analysis around budgeting by client and by product, and reviews of the target market
• Analysis of M&A information that includes analyzing large datasets, creating/updating presentations broad range of M&A topics. The data is used in revenue generation for the M&A business, client presentations by the investment bank and onsite / offsite discussions by M&A heads
• Conducting revenue analysis – including investigations in case of missing or incorrect booking of revenues and work with partnering teams and product partners to ensure that revenues are properly recorded.
• Analysis around wallet data and tracking Wallet Ranking and Market Share, including querying wallet data where discrepancies with Citi’s internal system are found.
• Review and Analysis of T&E expense incurred by the bankers and making sure it aligns with Citi Expense Policy
• Tracking, Analyzing and Reporting of the resource requirements at overall Banking level and monitoring headcount movements.
• Tracking, Analyzing and Reporting of deal level expenses on live transactions and also help maintain the invoicing process for Citi legal entities on behalf of our hub partners.

ROLE & RESPONSIBILITIES

Business/ Department Objectives - The analyst will provide close support to the Banking Business Execution Leads.
 

Core Responsibilities -

• Interact and work with Business Execution Leads / Senior bankers running the Franchise
• Analyzing internal financial metrics data / wallet analysis
• Prepare presentations
• Achieve more efficiency though learning and implementation of BI tools.

Key Deliverables / Day-to-Day Responsibilities -

• Preparing performance-based reports and presentations for franchise management to be delivered to senior management and Business Execution Leads
• Radar (DMS) backlog updates & additions
• Client Coverage / Attribute changes with CIS / Toolbox team
• Develop knowledge on all the internal systems and databases.
• Close assignments and ensures proactive, concise and professional communication with bankers.

QUALIFICATIONS

Education:

Required - Graduate

Preferred - MBA

SKILLS -

Required -

• Excel / PPT: Should be equipped with solid /advanced excel functionalities
• System: CIW Essbase, SmartView, Toolbox, DMS, Dealogic, Opportunity System,
• Effective communication skills – both written and verbal
• Should be inquisitive, proactive and show excellent attention to detail
• Excellent organizational and time management skills
• Strong team player skills
• Must be able to work well under pressure and to prioritize workload in order to deliver results to tight deadlines
• Ability to manage confidential data
• Good understanding of Financial Concepts

Preferred -

• Expertise in Tableau, VBA Macros, SQL, Advanced Excel.

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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