- Project manage analysis from inception to delivery of results across all Coalition Services in scope.
- Act as a single point of contact between Research (both Central and India research teams), Publishing, and Relationship management teams based in London, NYC, Singapore & Japan for all communication during the life of specific projects and standard deliveries.
- Maintain MIS tracker for out-of-scope requests, meeting tracker, delivery cycles statistics, and other parameters relevant for project management.
- Enhance understanding of business stakeholder requirements for more targeted analysis.
- Develop a strong understanding of client taxonomy and customization requirements.
- Work with the senior relationship associates to manage and coordinate the delivery of Coalition products to clients.
- Conduct demos and work with the client to help them understand coalition applications.
- Schedule, attend, and actively participate in client meetings, circulate meeting notes, and help the international RMs answer client queries.
- Provide on-demand support for questions on results, definitions, and best practices.
- Facilitate feedback loop to Coalition Greenwich research.
- Track clients follow-up requests and manage delivery of follow-ups.
- Guide and coordinate submissions and mapping processes.
Qualifications/Experience:
- Master's degree in finance/Banking. Preferred if completed CFA.
- Knowledge and interest in the financial markets (Fixed Income & Equity).
- Exceptional verbal and written communication skills.
- Strong presentation skills to deliver compelling presentations and demonstrations.
- Proficient in Excel. Ability to use spreadsheets, pivots calculations, & basic excel functions.
- Strong persuasion skills, problem-solving, and critical thinking ability.
