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Fixed Income Analyst

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Jefferies

3mo ago

  • Job
    Full-time
    Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Mumbai

AI generated summary

  • You need 5+ years in finance, a related degree, Excel expertise, strong communication skills, project management experience, and knowledge of CRM tools. Attention to detail and organization are key.
  • You will manage client revenue analytics, support trading performance reporting, ensure data quality, oversee daily sales processes, and lead BI projects, collaborating with various teams while mentoring juniors.

Requirements

  • 5+ years of work experience in the financial industry preferably in business management / client strategy roles
  • Bachelor’s degree in business administration, accounting, finance preferable.
  • Expert with Microsoft Excel, PowerPoint and other Office applications is required.
  • Excellent communication skills. Keen attention to detail.
  • A confident communicator: able to face off with heads of sales desks and senior management, explaining facts clearly, communicates confidently and effectively across teams
  • Showcase a knack of automation of reports on excel and build efficiency in the system
  • Understanding of various CRM tools, systems and processes and drive various projects in the CRM space
  • Keen attention to detail; highly organized, energetic, and enthusiastic, and able to handle confidential information
  • Proven ability to manage projects and user testing.
  • Ability to work independently, multi – task, organize time and produce results.
  • Sound understanding of Business & Client Management.

Responsibilities

  • Senior Management Reporting & Analytics:
  • Client Revenue Reporting:
  • Pivotal point of contact for Global Sales Analytics reports which involves partnering with senior management and understanding their data requirements for business analysis
  • Work with the COO Team to analyze and monitor developing trends and create reporting across various metrics.
  • In conjunction with Sales, Trading, and Infrastructure teams, support various Fixed Income business Client Management efforts, particularly focused on sales and cross-product initiatives.
  • Collaborate with business groups to prepare weekly, monthly, and quarterly business summaries for the management committee, including year-end business plans and budgets.
  • E Trading Sales Support:
  • Conceptualize and produce Monthly/Quarterly Scorecards on Electronic Trading performance of various business pods.
  • Updating pitchbooks on E Trading capabilities
  • Track metrics and KPI’s such as Market Share, Hit Ratio, etc. for focused clients / product gaps.
  • Daily Sales & Client Management:
  • Monitor daily production and trades for reasonableness and data quality of sales credits.
  • Manage daily sales credit processes including amendment requests and journals.
  • Manage day to day research management processes, client queries and relationship management.
  • Data Quality:
  • Analyze data sets to help identify potential challenges and conceptualize solutions to streamline operations.
  • Help improve and manage our data quality processes across our CRM (client relationship management) platform.
  • Project Management:
  • Lead various Business Intelligence and Analytics reporting projects in conjunction with the IT team.
  • Day-to-day process enhancements. Improvements and automation to promote efficiency in the business operations.
  • Conduct daily systems analytics to maximize effectiveness and troubleshoot problems.
  • Author and update internal and external documentation, and formally initiate and deliver requirements and documentation.
  • Other areas of focus may include:
  • Liaise with and support senior management and sales & trading teams on ad-hoc business inquiries
  • Collaborate with others across the organization on daily processes, inquiries, or initiatives
  • Mentor Juniors in the team and participate in knowledge exchange and training initiatives
  • Exposure to Jefferies proprietary data analytics tools and vendor integrated tools like Cognos, Power BI, Qlik, Power Automate

FAQs

What is the primary focus of the Fixed Income Analyst role at Jefferies?

The primary focus of the Fixed Income Analyst role is to provide analytical and process-driven support to the Fixed Income Business Management team, which includes senior management reporting, client revenue reporting, data quality management, and project management across various Fixed Income products.

What qualifications are preferred for this position?

A Bachelor's degree in business administration, accounting, or finance is preferred, along with 5+ years of experience in the financial industry, particularly in business management or client strategy roles.

What skills are critical for success in this role?

Critical skills include expertise in Microsoft Excel and PowerPoint, excellent communication skills, keen attention to detail, project management abilities, and a strong understanding of CRM systems and data analytics.

Will I have the opportunity to collaborate across different teams?

Yes, the role involves collaboration with various business groups, including Sales, Trading, and Infrastructure teams, to support Client Management efforts and prepare business summaries for the management committee.

Is there an opportunity for professional development or mentorship in this role?

Yes, the position offers opportunities to mentor junior team members and participate in knowledge exchange and training initiatives.

What type of projects will I be managing?

You will be leading various Business Intelligence and Analytics reporting projects, process enhancements, and system analytics aimed at maximizing business operations efficiency.

Does the company support diversity in the workplace?

Yes, Jefferies is committed to diversity and believes it fosters creativity, innovation, and thought leadership, supporting a workforce that is reflective of the communities where we operate.

What kind of tools and systems will I be exposed to in this position?

You will have exposure to Jefferies' proprietary data analytics tools as well as vendor-integrated tools such as Cognos, Power BI, Qlik, and Power Automate.

Will I need to handle confidential information in this role?

Yes, you will need to handle confidential information and maintain a high level of discretion and professionalism.

What is the working environment like at Jefferies?

The working environment at Jefferies is dynamic and collaborative, requiring an assertive, detail-oriented, and self-motivated individual to manage multiple projects with time-sensitive deadlines.

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Jefferies

Jefferies, the global investment banking firm serving clients for 60 years.

Finance
Industry
1001-5000
Employees
1962
Founded Year

Mission & Purpose

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies and governments.

Benefits

  • Wellness Programs

  • Health Care and Insurance Plans

  • Employee Discounts