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analyst - loans operations [t500-23347] Jobs in Mumbai

analyst - loans operations [t500-23347]

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associate -mumbai-technology consulting

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branch operations analyst, as Jobs in Mumbai

branch operations analyst, as

business analyst

Kotak Life

<div>
 
 
 Role:
 
 Business Analyst
 
 
 
 Job Title:
 
 Chief Manager / Assistant Vice President
 
 
 
 Department:
 
 Customer Value Management (CVM)
 
 
 
 Experience:
 
 6 years +
 
 
 
 Education:
 
 BE / MCA / MBA
 
 
 
 Work Location:
 
 Goregaon (East), Mumbai
 
 
 
 
 
 Job Summary:
 
 
 
 
 
 We are seeking a proactive
 
 Mid-Level Business Analyst
 
 to join the Marketing Intelligence Unit (MIU). This strategic role is dedicated to interpreting refined data and driving actionable insights for CVM, Happy You, Smart Sell and Marketing. The candidate will translate complex analytical findings into formal
 
 Opportunity Briefs
 
 , clearly articulating revenue potential and strategic recommendations. Success is measured by the value of the realized revenue uplift from implemented initiatives.
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 &middot;
 
 Opportunity Identification:
 
 Proactively analyze key metrics and analytical findings (sourced from the SAS Data Mart) to identify and prioritize high-value cross-sell, up-sell, and retention opportunities across all customer touchpoints.
 
 
 
 
 
 &middot;
 
 Strategic Translation:
 
 Convert complex analytical outputs into clear, concise, and persuasive
 
 Opportunity Briefs
 
 , detailing the precise target audience, execution steps, and quantified expected revenue uplift for execution teams.
 
 
 
 
 
 &middot;
 
 Hypothesis Formulation:
 
 Develop and structure rigorous business hypotheses related to customer behavior, product propensity, and channel effectiveness for the Data Analyst to validate.
 
 
 
 
 
 &middot;
 
 Stakeholder Engagement:
 
 Act as the primary liaison between the Marketing Intelligence Unit (MIU) and operational execution teams (CVM, Marketing), presenting strategic findings and securing consensus on opportunity deployment.
 
 
 
 
 
 &middot;
 
 Impact Tracking:
 
 Meticulously track and report on the
 
 Realized Revenue Uplift (RRU)
 
 generated by implemented opportunities, conducting post-campaign analysis to provide continuous strategic feedback.
 
 
 
 
 
 &middot;
 
 Customer Journey Mapping:
 
 Utilize data-driven insights to propose and formalize enhancements to the existing Direct-to-Customer (D2C) hot leads journey, focusing on hyper-personalization and communication sequencing.
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 &middot; Bachelor&rsquo;s degree in Business, Finance, Economics, or a related field with a strong quantitative component.
 
 
 
 
 
 &middot; 6 years + experience in a role requiring the translation of data/analytics into formal business strategy or sales/marketing action plans.
 
 
 
 
 
 &middot; Proven ability to interpret statistical models, analytical reports, and large datasets to extract meaningful, strategic business insights.
 
 
 
 
 
 &middot; Excellent presentation and professional communication skills, capable of influencing senior-level stakeholders and operational teams.
 
 
 
 
 
 Preferred Qualifications:
 
 
 
 
 
 &middot;
 
 Significant prior experience in the Life Insurance industry is highly preferred
 
 to ensure accurate interpretation of product and compliance implications.
 
 
 
 
 
 
 
 
 &middot; Demonstrated experience in creating detailed business cases or strategy documents that define scope, projected ROI, and resource requirements
 
</div>

Business Analyst

MUFG

<div>
 
 
 About Us:
 
 
 
 MUFG Bank, Ltd. is Japan&rsquo;s premier bank, with a global network spanning more than 50 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide.
 
 
 In Asia, MUFG has a presence across 20 markets &ndash; Australia, Bangladesh, Cambodia, China, Hong Kong, Indonesia, India, South Korea, Laos, Malaysia, Mongolia, Myanmar, New Zealand, Pakistan, Philippines, Singapore, Sri Lanka, Taiwan, Thailand, and Vietnam.
 
 
 It has also formed strategic partnerships with some of the most prominent banks in Southeast Asia, further augmenting its unrivalled network across the region &ndash; VietinBank in Vietnam, Krungsri in Thailand, Security Bank in the Philippines, and Bank Danamon in Indonesia.
 
 
 
 
 
 
 MUFG Global Service Private Limited:
 
 
 
 Established in 2020, MUFG Global Service Private Limited (MGS India) [Formerly known as MUFG Enterprise Solutions India Private Limited] is 100% subsidiary of MUFG Bank Ltd having offices in Bengaluru and Mumbai. MGS India has been set up as a Global Capability Centre / Centre of Excellence to provide support services across various functions such as IT, KYC/ AML, Credit, Operations etc. to MUFG Bank offices globally. With a current headcount of above 1000, MGS India has plans to significantly ramp-up its growth over the next 18-24 months while servicing MUFG&rsquo;s global network across Americas, EMEA and Asia Pacific.
 
 
 
 
 
 
 About the Role:
 
 
 
 Position Title: Analyst
 
 
 Corporate Title: Analyst
 
 
 Reporting to: Vice President
 
 
 Location: Mumbai
 
 
 
 
 
 
 Job Profile
 
 
 
 
 Purpose of Role:
 
 
 
 Responsible for supporting business team in execution of functions related transaction processing, timely response to queries raised, record maintenance, reconciliation, follow internal and regulatory procedures and liaise with other internal stakeholders to ensure smooth processing of transactions.
 
 
 
 
 
 
 Main Responsibilities
 
 
 
 
 Process:
 
 
 <ul>
 <li>
 Perform the duties of Maker for the activities assigned diligently.
 </li>
 <li>
 Understand the process/ policies of the Bank and adhere to the needs.
 </li>
 <li>
 Work closely with overseas branch to process/execute the transactions as per accuracy/quality standards/SLAs of the Bank.
 </li>
 <li>
 Learn the system functions and adhere to the controls.
 </li>
 <li>
 Support overseas branch to resolve operational incidents/reporting (if any).
 </li>
 <li>
 Provide suggestion(s) to improve/streamline the operational processes.
 </li>
 </ul>
 
 
 
 
 
 Customer:
 
 
 <ul>
 <li>
 Develop and maintain strong stakeholder management with key stakeholders within MUFG.
 </li>
 <li>
 Support and resolve customer enquiries and provide excellent customer service.
 </li>
 <li>
 Work in partnership with Compliance to understand relevant operational guidelines, MUFG&rsquo;s standard procedures and local regulations and assess the impact on the daily operations workflow.
 </li>
 <li>
 Work in partnership with the wider operations team for information sharing and to ensure that transactions are processed accurately and in a timely manner.
 </li>
 <li>
 To support developmental projects relating to the Department.
 </li>
 </ul>
 
 
 
 
 
 People:
 
 
 <ul>
 <li>
 Good in teamwork.
 </li>
 <li>
 Liaison with Business team for timely &amp; quality deliverables of assistance / services.
 </li>
 </ul>
 
 
 
 
 
 Other/Control:
 
 
 <ul>
 <li>
 Perform the checking process on operational issues, escalated by the less experienced members of the team.
 </li>
 <li>
 Perform the reconciliation of any daily pending transactions
 </li>
 <li>
 Support the Head of Department in determining the level of support on new MUFG product offerings by carrying out reviews on resourcing issues, internal policies, workarounds, and system capabilities.
 </li>
 <li>
 Support the Head of Department in achieving the department&rsquo;s KPIs, set by the Branch Management.
 </li>
 <li>
 Support in managing the risk profile for the department.
 </li>
 <li>
 Support internal and external audits within the department by preparing documentation as required
 </li>
 <li>
 Maintain good working knowledge of industry trends, products, relevant laws and regulations.
 </li>
 <li>
 Adhere to all company policies as well as guidelines
 </li>
 </ul>
 
 
 
 
 
 Candidate Profile:
 
 
 <ul>
 <li>
 Minimum 3 to 6 years of relevant experience and sound knowledge of the Loan operation in managing Disbursement, Rollover, Settlement of loans and servicing of monthly interest.
 </li>
 <li>
 Strong PC skills (MS Office)
 </li>
 <li>
 Good interpersonal skills to deal courteously and effectively with others.
 </li>
 <li>
 Good understanding of basic banking products.
 </li>
 <li>
 Understanding of local relevant regulations.
 </li>
 <li>
 Regulatory Certification would be preferred.
 </li>
 <li>
 Good interpersonal skills to deal courteously and effectively with others.
 </li>
 <li>
 Attention to details.
 </li>
 <li>
 Graduate and/or Post Graduate.
 </li>
 </ul>
</div>

Analyst - Loans Operations [T500-23347]

PwC India

<div>
 
 
 Line of Service
 
 
 Advisory
 
 
 
 
 Industry/Sector
 
 
 Not Applicable
 
 
 
 
 Specialism
 
 
 Operations
 
 
 
 
 Management Level
 
 
 Associate
 
 
 
 
 Job Description &amp; Summary
 
 
 A career within PwC's Oracle Services Practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalize on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance operations, human capital management, supply chain management, reporting and analytics, and governance, risk and compliance.
 
 
 
 To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
 
 
 As an Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
 
 
 <ul>
 <li>
 Invite and give in the moment feedback in a constructive manner.
 </li>
 <li>
 Share and collaborate effectively with others.
 </li>
 <li>
 Identify and make suggestions for improvements when problems and/or opportunities arise.
 </li>
 <li>
 Handle, manipulate and analyse data and information responsibly.
 </li>
 <li>
 Follow risk management and compliance procedures.
 </li>
 <li>
 Keep up-to-date with developments in area of specialism.
 </li>
 <li>
 Communicate confidently in a clear, concise and articulate manner - verbally and in the materials I produce.
 </li>
 <li>
 Build and maintain an internal and external network.
 </li>
 <li>
 Seek opportunities to learn about how PwC works as a global network of firms.
 </li>
 <li>
 Uphold the firm's code of ethics and business conduct.
 
 
 
 </li>
 </ul>
 
 P
 
 
 Required Skills
 
 
 
 
 Optional Skills
 
 
 
 
 
 
 Desired Languages
 
 
 
 
 (If blank, desired languages not specified)
 
 
 
 
 
 
 Travel Requirements
 
 
 Not Specified
 
 
 
 
 Available for Work Visa Sponsorship?
 
 
 No
 
 
 
 
 Government Clearance Required?
 
 
 No
 
 
 
 
 Job Posting End Date
 
 
 
 
 
 
 
 
 
 
 
 
 
</div>

Associate -Mumbai-Technology consulting

Godrej Capital

<div>
 
 
 Job Purpose
 
 
 
 The Cross-Sell Analytics team is responsible for driving incremental revenue and customer engagement through data-driven cross-sell strategies and campaign performance optimization. The primary responsibility involves identifying opportunities within the existing customer base to offer relevant products, ensuring profitability and customer satisfaction. The role requires leveraging analytics to design, monitor, and refine cross-sell initiatives aligned with the company&rsquo;s annual operating plan and growth objectives.
 
 
 
 Role
 
 
 <ul>
 <li>
 
 Cross-Sell Opportunity Identification:
 
 Analyze customer portfolio to discover segments and cohorts with high propensity for additional products, using predictive models and behavioral insights.
 </li>
 <li>
 
 Campaign Analytics:
 
 Track and monitor campaign performance across channels (email, SMS, digital) to measure effectiveness, conversion rates, and ROI.
 </li>
 <li>
 
 Strategy Development:
 
 Collaborate with business, marketing, and product teams to design targeted cross-sell campaigns and recommend interventions for improving uptake.
 </li>
 <li>
 
 Root Cause Analysis:
 
 Investigate underperforming campaigns or segments and provide actionable insights for optimization.
 </li>
 <li>
 
 Performance Reporting:
 
 Develop dashboards and MIS for campaign performance, customer engagement, and revenue impact.
 </li>
 <li>
 
 Stakeholder Management:
 
 Liaise with senior stakeholders across risk, credit, business, and marketing to align cross-sell strategies with organizational goals.
 </li>
 </ul>
 
 
</div>

Cross Sell Analyst

Deutsche Bank

<div>
 
 Position Overview
 
 
 
 
 Job Title: Branch Operations Analyst, AS
 
 
 
 
 Location: Ahmedabad, India
 
 
 
 
 Role Description
 
 
 
 <ul>
 <li>
 To perform day to day activities related with operations.
 </li>
 <li>
 Responsible for Scrutinizing the documents for Imports basis FEMA regulations and RBI master circular.
 </li>
 <li>
 Mitigating operation and regulatory risks Pro-active follow up and manage expectation with different stakeholders including client to take care of pending issues.
 
 
 
 </li>
 </ul>
 
 What We&rsquo;ll Offer You
 
 
 
 As part of our flexible scheme, here are just some of the benefits that you&rsquo;ll enjoy
 
 
 <ul>
 <li>
 Best in class leave policy
 </li>
 <li>
 Gender neutral parental leaves
 </li>
 <li>
 100% reimbursement under childcare assistance benefit (gender neutral)
 </li>
 <li>
 Sponsorship for Industry relevant certifications and education
 </li>
 <li>
 Employee Assistance Program for you and your family members
 </li>
 <li>
 Comprehensive Hospitalization Insurance for you and your dependents
 </li>
 <li>
 Accident and Term life Insurance
 </li>
 <li>
 Complementary Health screening for 35 yrs. and above
 
 
 
 </li>
 </ul>
 
 Your Key Responsibilities
 
 
 
 <ul>
 <li>
 Good Knowledge of FEMA regulations and RBI master circular.
 </li>
 <li>
 Manage and escalate issues on a precise, timely manner, identify root cause, and come up resolution.
 </li>
 <li>
 Nostro and Internal account reconciliations.
 </li>
 <li>
 Work on data clean up initiatives, remediation and perform any required outreach to counterparties.
 </li>
 <li>
 Ensure that there are no Significant / Critical Audit Points as a result of Regulatory or Internal Audits.
 </li>
 <li>
 Working in high-pressure and time-sensitive environment ensuring cutoffs are met.
 </li>
 <li>
 Prioritize tasks and ensure adherence to timelines for completion of activities.
 </li>
 <li>
 Branch/mid-office operations for Trade Products especially Import FEMA.
 </li>
 <li>
 Ensuring swift BAU completion on day-to-day basis.
 </li>
 <li>
 Catering to routine product and service problems. Understanding the requirement / suggesting documents requirement / resolving conflict.
 </li>
 <li>
 Whenever required Interact with clients to understand their concerns/needs &amp; improving and streamlining the current processes.
 </li>
 <li>
 Addressing client complaints &amp; suggest remedial action to improve efficiency.
 
 
 
 </li>
 </ul>
 
 Your Skills And Experience
 
 
 
 <ul>
 <li>
 Good communication skills to communicate at all levels &ndash; Biz, Client, Regional &amp; stakeholder management across Operation Units.
 </li>
 <li>
 Customer oriented while control will not be compromised.
 </li>
 <li>
 Advance excel Skills.
 </li>
 <li>
 System enhancement / UAT experience will be handy.
 </li>
 <li>
 Good Knowledge of FEMA regulations and RBI master circular.
 
 
 
 </li>
 </ul>
 
 How We&rsquo;ll Support You
 
 
 
 <ul>
 <li>
 Training and development to help you excel in your career
 </li>
 <li>
 Coaching and support from experts in your team
 </li>
 <li>
 A culture of continuous learning to aid progression
 </li>
 <li>
 A range of flexible benefits that you can tailor to suit your needs
 
 
 
 </li>
 </ul>
 
 About Us And Our Teams
 
 
 
 Please visit our company website for further information:
 
 
 https://www.db.com/company/company.html
 
 
 We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
 
 
 Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
 
 
 We welcome applications from all people and promote a positive, fair and inclusive work environment.
</div>

Branch Operations Analyst, AS

MOVIN Express

<div>
 
 
 
 JOB ROLE &amp; RESPONSIBILITIES:
 
 
 
 
 
 
 
 
 
 Execute Business Plans
 
 
 
 <ul>
 <li>
 Execute the business plan through the identification and development of sales opportunities to ensure business plan objectives are achieved.
 </li>
 <li>
 Collaborate with cross-functional groups to understand internal/external customer requirements, promote service offerings, and provide sales support.
 </li>
 <li>
 Prepare and deliver customer facing presentations to position company solutions and value propositions to customers.
 </li>
 <li>
 Develop and implement sales strategies to penetrate existing accounts and drive additional streams of revenue.
 </li>
 <li>
 Provide knowledge and understanding of company capabilities to respond to general and specialized customer requests.
 </li>
 </ul>
 
 
 
 
 
 
 Maintains Book of Business
 
 
 
 <ul>
 <li>
 Builds roadmaps that support sales execution (e.g., product mix, etc.) across company business units to develop timetables for delivery and achieve the business plan.
 </li>
 <li>
 Maintains contract compliance to ensure elements of contracts are being followed by both company and the customer.
 </li>
 <li>
 Manage the contract renewal process to ensure new contracts are negotiated prior to the expiration of existing contracts.
 </li>
 <li>
 Utilize the sales administration tool to manage customer information and provide account status to Sales teams.
 </li>
 <li>
 Maintain and monitor customer information and account performance data for Freight, Package, and Forwarding and Distribution to track sales performance against sales objectives.
 </li>
 <li>
 Utilize Business Information and Analysis reporting tools to assess account performance analysis
 </li>
 <li>
 Participate in ongoing training to learn about new products and services.
 </li>
 <li>
 Build strategy that supports sales penetration on regional level along with secondary sales alignment
 </li>
 </ul>
 
 
 
 
 
 
 Maintains, Shares, and Leverages Competitive Knowledge
 
 
 
 <ul>
 <li>
 Share competitive information internally (e.g., Small Package counterparts, annual group sales meetings, etc.) to increase knowledge of the competitive landscape.
 </li>
 <li>
 Monitor and track competitors to gain competitive intelligence (e.g., business models and strategies, etc.) to be used in engaging prospects and customers (e.g., service and product comparisons, creating customer solutions, etc.)
 </li>
 <li>
 Remain current on industry news (e.g., industry associations, trade magazines, etc.) to understand marketplace changes and trends.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 Initiates and Builds Customer Relationships
 
 
 
 <ul>
 <li>
 Cultivate strong partnerships with customers to achieve higher share of wallet, coordinate account strategies, and support company goals.
 </li>
 <li>
 Serve as point of contact between customers and Sales management teams to deliver programs and leverage company&rsquo;s products and services.
 </li>
 <li>
 Drive value across the customer enterprise with the help of relationship management and providing value add solutions.
 </li>
 <li>
 Manage customer expectations to increase scope of penetration within each account.
 </li>
 <li>
 Manage multiple customer decision-maker relationships, including C-level, to ensure business continuity.
 </li>
 </ul>
 
 
 
 
 
 
 Builds Internal Relationships
 
 
 
 <ul>
 <li>
 Partner with cross-functional groups to create customized enterprise solutions for customers and to maximize revenue and profit through new opportunities.
 </li>
 <li>
 Collaborate with cross function to establish performance to SLA. Coordinate to develop solutions and meet &amp; exceed the expectations of the customers.
 </li>
 <li>
 Communicate customers' needs to internal stakeholders and local region operations during the solution build-out phase to hold internal partners accountable for implementing and maintaining solutions as designed.
 </li>
 <li>
 Cultivate cross-functional relationships and involves other Sales resources (e.g., Freight, Customer Solutions, etc.) to provide expertise as needed in helping customers create an efficient supply chain and demonstrates quantified value.
 </li>
 </ul>
 
 
 
 
 
 
 Creates Strategies for Accounts
 
 
 
 <ul>
 <li>
 Apply a strong understanding of customers' business models and structure to outline appropriate sales processes for developing comprehensive pricing strategies and proposals.
 </li>
 <li>
 Demonstrate an understanding of the customer supply chain across multiple industries and uses this knowledge to develop relevant account strategy that address customer issues/opportunities and create value for the customer.
 </li>
 <li>
 Coordinate project schedules with deadlines to deliver successful implementations.
 </li>
 <li>
 Forecast and plans for customers' long-term business goals to position product and service solutions that will meet their future business needs.
 </li>
 <li>
 Manage complex projects with the help of well-coordinated operations plan. Close monitoring of day-to-day events, assess the success and consolidate the findings.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 SKILLS AND KNOWLEDGE REQUIREMENTS
 
 
 
 
 
 
 <ul>
 <li>
 Experience in managing enterprise level customer relationships.
 </li>
 <li>
 Skill to assess the customer needs, challenges and to create a need gap analysis.
 </li>
 <li>
 Deep understanding of industry specific supply chain environment.
 </li>
 <li>
 Knowledge of CRM software and Microsoft Office Suite.
 </li>
 <li>
 An ability to understand and analyze sales performance metrics.
 </li>
 <li>
 Customer service attitude with excellent negotiation skills.
 </li>
 </ul>
 
 
 
 
 
 
 Educational Qualifications:
 
 
 
 
 Bachelor&rsquo;s Degree
 
 
 Preferred: MBA with a diploma/certification in Supply chain management
 
 
 
 
 
 
 
 Relevant Experience:
 
 
 
 <ul>
 <li>
 Minimum 7+ years in Business Development /Sales experience in Logistics Industry.
 </li>
 <li>
 Minimum 5 years in Key Account Management
 </li>
 <li>
 Must have proven track record of managing large national or multi-national accounts.
 </li>
 <li>
 Should be confident to take up an Individual Contributors role with shared secondary teams support.
 </li>
 </ul>
 
 
</div>

Assistant Manager - National Enterprise Sales

Crisil

<div>
 
 Job Description
 
 
 
 We are seeking a highly skilled, analytical, and strategically minded professional to support senior leadership in driving strategic initiatives, business growth, financial analysis, and operational excellence. This role combines strategy planning, research, project management, executive support, and data-driven decision-making. You will work closely with the Office of the Chief of Staff, and cross-functional leaders to help shape organizational strategy, support high-visibility initiatives, and ensure seamless execution of priorities.
 
 
 This position offers significant exposure to executive leadership, global projects, and high-impact business initiatives across Product, Commercial, Operations, and Corporate Strategy.
 
 
 
 Key Responsibilities:
 
 
 
 
 Financial Management
 
 
 
 <ul>
 <li>
 Track and analyze financial performance, including revenue, expenses, EBITA, and budget variances.
 </li>
 <li>
 Develop and maintain financial models to support forecasting and scenario planning.
 </li>
 <li>
 Provide insights and recommendations derived from historical data, trends, and business fundamentals.
 
 
 </li>
 </ul>
 
 Strategy Planning &amp; Business Execution
 
 
 
 <ul>
 <li>
 Develop strategy materials in partnership with senior leadership, including quarterly business reviews, KPI dashboards, and board/executive presentations.
 </li>
 <li>
 Track and report progress of strategic initiatives, organizational OKRs, KPIs, and operating milestones.
 </li>
 <li>
 Support strategic decision-making with insights from internal data, market intelligence, and competitive analysis.
 
 
 </li>
 </ul>
 
 Research &amp; Market/Competitive Intelligence
 
 
 
 <ul>
 <li>
 Conduct research on industry trends, competitors, market conditions, and customer insights.
 </li>
 <li>
 Gather internal and external intelligence to support strategic planning and leadership decision-making.
 </li>
 <li>
 Support M&amp;A pipeline activities including target screening, preliminary valuation, analysis, and due diligence coordination.
 
 
 </li>
 </ul>
 
 Project &amp; Program Management
 
 
 
 <ul>
 <li>
 Coordinate and track strategic and operational projects across multiple teams, ensuring milestones are met.
 </li>
 <li>
 Facilitate communication and collaboration across cross-functional stakeholders.
 </li>
 <li>
 Prepare executive project updates, performance summaries, and risk assessments.
 </li>
 <li>
 Executive Support, Briefings &amp; Meeting Management
 </li>
 <li>
 Prepare briefing documents for executive meetings with clients, partners, and internal stakeholders.
 </li>
 <li>
 Draft agendas, meeting materials, minutes, and follow-up action trackers.
 </li>
 <li>
 Ensure timely follow-through on decisions and commitments, using structured systems to monitor outcomes.
 
 
 </li>
 </ul>
 
 Data Collection, Analytics &amp; Reporting
 
 
 
 <ul>
 <li>
 Build dashboards, reports, and databases to track operational metrics and business performance.
 </li>
 <li>
 Analyze KPIs such as revenue growth, client health, customer satisfaction, and operational efficiency.
 </li>
 <li>
 Identify trends, opportunities, risks, and actionable insights.
 
 
 </li>
 </ul>
 
 Technology &amp; Innovation
 
 
 
 <ul>
 <li>
 Utilize AI-driven research tools, analytics platforms (e.g., Power BI, Tableau), and automation solutions to enhance efficiency.
 </li>
 <li>
 Adopt emerging technologies to improve strategic planning, reporting, and decision support.
 
 
 </li>
 </ul>
 
 Special Projects &amp; Cross-Functional Initiatives
 
 
 
 <ul>
 <li>
 Support business development, competitive assessments, and market research assignments.
 </li>
 <li>
 Contribute to M&amp;A integration, including communication, operational alignment, and performance tracking.
 </li>
 <li>
 Build strong relationships with internal departments to ensure alignment and effective execution.
 
 
 </li>
 </ul>
 
 Preferred Qualifications:
 
 
 
 <ul>
 <li>
 MBA or Master's degree in a related field.
 </li>
 <li>
 2-3 years of experience in financial services, professional services, or related field
 </li>
 <li>
 Excellent communication, organizational, and time management skills.
 </li>
 <li>
 Ability to maintain confidentiality and handle sensitive information with discretion.
 </li>
 <li>
 Familiarity with project management methodologies, such as Agile or Scrum.
 </li>
 <li>
 Good track record of delivering multiple projects independently
 </li>
 <li>
 Expert proficiency in MS Office suite, specifically PowerPoint and Excel
 </li>
 <li>
 Able to demonstrate excellent analytical and quantitative capabilities, including the ability to analyze data, draw conclusions and make recommendations
 </li>
 <li>
 Experience in AI-driven research, machine learning applications, or analytics tools and dashboards (e.g., Power BI, Tableau) preferred
 </li>
 <li>
 Ability to communicate strategic narratives clearly and simply in PowerPoint with slide design capabilities and attention to detail
 </li>
 <li>
 Ability to deliver results with short lead-times
 
 
 </li>
 </ul>
 
 What&rsquo;s In It For You
 
 
 
 <ul>
 <li>
 Exposure to senior leadership and strategic decision-making.
 </li>
 <li>
 Opportunities to contribute to global, high-impact initiatives across multiple business units.
 </li>
 <li>
 Broad experience across strategy, finance, operations, and executive support.
 </li>
 <li>
 A dynamic role ideal for someone aiming to grow into strategy, chief-of-staff, or leadership-track positions.
 </li>
 </ul>
</div>

Executive Assistant

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