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Corporate Access Data Analyst, Mumbai

2 months ago

mumbai, India Jefferies Full time

We are looking to hire a new position on the global access team to coordinate and maintain CA event and consumption data, align standardized reporting cross functionally with all current business users, contribute to system improvements, and support the team with the development of internal and external marketing materials. The ideal candidate should have a solid understanding of the fundamentals of the corporate access business and be comfortable challenging current processes and identifying opportunities to evolve and improve current data structure and workflows. Experience in project management and technology implementation would be additive.


Join our team to play a critical role in driving data-driven decision-making and supporting the growth of growing corporate access product.


Primary Tasks

Organize and maintain resourcing data related to corporate access events including all levels of investor consumption and corporate engagement across all event types. Generate detailed reports and analysis for management on consumption data, highlighting key trends, insights and performance metrics across buyside and corporate clients as well as Jefferies internal stakeholders in research and sales. Collaborate with internal teams to gather feedback and insights on client interactions to enhance the depth of post event communication. In partnership with sector originators, leverage internal data sources to create and update pitch book materials, presentations, and other marketing collateral to help drive client engagement and business development efforts. Liase with other business analysts currently involved in downstream use of CA data for external distribution to ensure consistency and accuracy. Partner with corporate access leads and internal tech teams to develop and implement efficient systems for data collection, storage, and retrieval. 

Ideal Candidate Should Be:

Entrepreneurial operator and an independent thinker. Proven experience in investment banking, corporate access or EQ research with a focus on data management, reporting, and analysis. Proficiency in data management tools and software including Microsoft Excel, PowerPoint, and data visualization platforms. Strong analytical skills with the ability to manage and interpret complex data sets. Exceptional organizational skills with a keen attention to detail and accuracy. Effective communication and collaborative skills with the ability to work cross-functionally across geographies and time zones. Ability to clearly communicate ideas and provide solutions. Flexibility to work offshore hours to support global operation and client needs.

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