Client Solution Group (CSG) Management & Strategy - Associate

Job highlights

• Basic Qualifications . 3+ years of prior work experience . Post-Graduate in Finance,Marketing,Economics or Mathematics .
• SKILLS & EXPERIENCE were LOOKING FOR
• Experience with large data sets,technology and exposure to Asset Management,Management Consulting,or Investment Banking industries a plus

In this role, you will serve as a key member of the Asset Management Client Solutions Group (CSG) Management & Strategy team. The Management & Strategy team is responsible for driving strategic initiatives across CSG and Asset Management that advance our client priorities and contribute to the execution of the broader AWM strategy.

Projects/tasks vary in nature and require team members to utilize a wide range of analytical, critical thinking, problem solving, and relationship building skills. You are expected to actively participate in projects and develop expertise in data, operating infrastructure, establish relationships throughout the business, and communicate proposed solutions and results effectively. You will be expected to understand and organize large data sets and then create visual displays through Powerpoint and Excel to communicate key trends or observations, along with a set of recommended actions or next steps.

KEY RESPONSIBILITIES

• Lead on resource analysis for the business
• Overseeing and executing governance around Salesforce data - including reviewing and working with sales teams globally for data accuracy.
• Participate in the creation of weekly reporting and analysis on the business
• Lead and monitor our client focus lists globally
• Serve as the liaison with sales teams to update critical client data points in Salesforce
• Drive analysis on client engagement and how we can improve our effectiveness with clients
• Sales alpha tracking

SKILLS & EXPERIENCE we're LOOKING FOR

Basic Qualifications

• 3+ years of prior work experience
• Post-Graduate in Finance, Marketing, Economics or Mathematics
• Exposure to tools likes PowerBI, Tableau, Qlik, Alteryx etc
• Strong quantitative, analytical, and problem-solving skills
• High degree of intellectual curiosity on the industry, our clients, and our competitors
• Collaborative team player, with excellent communication and interpersonal skills
• Strong ability to multi-task, with an ability to manage multiple projects in a fast-paced environment
• Strong organizational skills and detail orientation
• Advanced capabilities in Excel and PowerPoint
• Experience with large data sets, technology and exposure to Asset Management, Management Consulting, or Investment Banking industries a plus