Job Description

Department Profile

From global institutions to hedge funds, investors come to Client for sales, trading, and market-making services in almost every type of financial instrument in all the world’s financial markets. Cliemt'sprofessionals use our network and technology to provide liquidity and sophisticated analysis, to manage risk and execute reliably in the fast-changing markets.


Client’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs.


Global Markets Group is the offshoring arm of Client’s Sales & Trading businesses in India. It covers functions across IED -ranging from those associated with sales, trading, analytics, strats to risk management.


Primary Responsibilities


The role is based out of Mumbai and requires working with the Europe Commission Management Team.  The role will require a fast-learning, dynamic, pro-active and self-motivated person to assist the team in maintaining, tracking and analyzing client/business profitability. 


The role involves working on –


  • Votes: Capture broker vote information and provide senior management reporting for the same.
  • Interactions tracking and analysis: Producing client interactions reports to identify resource consumption and identifying under-over serviced clients.
  • Revenue/ Resourcing Analysis: Prepare regular and adhoc revenue/resource analysis for senior management highlighting revenue performance, under/over resourced clients.
  • Payments Analysis: Analyzing payments and identifying key highlights and trends for sales and senior management.
  • Rate change approval workflow: Impact analysis due rate changes and managing the approval workflow.
  • Coordinating/ managing commission rates setup: Managing commission rates and handling various queries.
  • Other tasks: Monitoring and managing new user approvals, resource usage and working with various team for pricing requests.
  • Client Tiers: Maintaining and updating client tiers on the system.



Skills required (essential)


The basic skills required for the role are the ability to learn quickly how to navigate systems, databases, analyze data from these confidently in Excel and respond to requests promptly.


Skill set required:

We are looking for a confident and outgoing person, who has exceptional attention to detail and is proactive in taking initiative. Successful candidates will have a proven work experience analyzing data.

  • Graduate (BCOM/BMS) with 0-2 years of experience.
  • Strong analytical skills, Attention to detail, Team oriented and Problem-solving skills.
  • Excellent written & spoken English; Excellent business writing skills
  • Knowledge and experience in the Finance industry preferred.
  • Excellent telephone skills (regular phone contact with teams required)
  • Advanced knowledge and extensive hands-on experience with Microsoft Office - Word, Excel, PowerPoint.
  • Familiarity with databases, and the ability to analyse data.