- Help arrange roadshows, individual investor trips, group investor tours, analyst access, expert and thematic events including booking meetings with both corporates and investors
- Work with huge data sets - Analyze it to generate insights for business and summarize for senior management to review in a clear and concise manner. Extensively working on Excel and other Analytical platforms/Dashboards
- Create marketing material for the business and assist in executing, monitoring and reporting of the calendar events by coordinating with all business stakeholders.
- Support in the scheduling, logistics and run up-to the day of the events in co-ordination with company management, investor relations, clients, sales leads, specialist sales, and covering analysts
- Provide support to the conference co-ordinators to help run investor access and events led conferences
- Act as data gatekeeper for all the investors and participating companies for all access tracking including activity onto the system.
- Assist in seamless execution of events, smooth conduct of conferences, client and event management, scheduling events and post conference statistics.
- Understand and develop the current Investor Access framework and work on improving the process and associated activity, fill in the gaps in the process which are not effective, create framework to test the effectiveness of the existing process.
- Automate the process wherever possible and ensure proper controls to check the veracity of the end output to be shared with clients, wherever applicable
Required qualifications, capabilities, and skills.
- Proactive attitude, highly self-motivated and hard-working individual with proven front office experience
- Proficiency in Microsoft Office Suite (Advanced Excel, Word, PowerPoint, Outlook)
- Excellent organizational skills, attention to detail and accuracy in data updating / document preparation are paramount in this role, with the ability to manage multiple priorities and deadlines effectively.
- Strong communication and inter-personal skills, with the ability to build rapport and credibility with a diverse range of stakeholders.
- Strong written and verbal communication skills.
- Strong sense of client focus, accountability, and ownership
- Adaptable, flexible and willing to work in a vibrant environment.
- Client servicing, investor relations, financial services or related fields.
- Bachelor s / master s degree in finance, Business administration, Economics or related field
- Positive attitude with the ability to work to tight project timelines in a dynamic environment.
Role: Business Analyst
Industry Type: Financial Services
Department: Data Science & Analytics
Employment Type: Full Time, Permanent
Role Category: Business Intelligence & Analytics
Education
UG: Any Graduate
PG: Any Postgraduate
