Lead Financial Services Data Analyst

About our mission

We are a specialist firm providing unique data-driven business intelligence as a trusted advisor to senior executives across the world's leading financial services firms.

Our activities are focused on data benchmarking in technology, operations and market data, with expertise around strategic cost and human resourcing benchmarking in wholesale finance.

We seek an analytical leader to support and drive a large, growing book of work aligned to the retail banking sector in our team.

The successful candidate will be expected to successfully contribute to revenue growth and innovation to their domain and ensure successful completion of projects with experience and flexibility.

The role involves managing client projects in the region, supporting clients' strategic decisions through our syndicated benchmarking and market research.

A significant part of the role will involve in-depth discussions with clients, including C-suite executives, to guide strategic decisions using insights and analysis.

Key Responsibilities:

• Leading end-to-end delivery of client projects, including data collection, analysis, and synthesis of large qualitative and quantitative datasets to build strategic insights.
• Interpreting market and industry trends to identify patterns, extract insights, and highlight emerging opportunities.
• Leading client and internal meetings effectively; addressing client questions/queries using the data and content expertise.
• Understanding client needs and delivering tailored, insight-driven solutions through proprietary tools, rigorous analysis, and customized reports or presentations.
• Working with our case teams as part of our case engagements.
• Ensuring client and case team satisfaction and timely project delivery.
• Driving new ideas and working independently with limited guidance.
• Collaborating with colleagues to sustain and grow our program's membership base.
• Acting as a senior member in the team and taking on oversight and line management responsibility for junior team members.

The role requires rapid learning and business knowledge development, with strong opportunities for internal career progression.

Requirements

Note: Candidates must be based in Gurgaon.

Qualifications and Experience:

• A Master's degree in an analytical or quantitative subject is essential.
• A minimum 5 years' work experience in benchmarking, research, or business analysis is required.
• Some sector experience in financial services, consultancy, or market research is preferred (retail banking experience would be an advantage).

Technical Skills:

• Advanced MS Office skills are essential, especially Excel and PowerPoint.
• Knowledge of Alteryx, Python, Tableau, or PowerBI is beneficial but not mandatory.
• Ability to interrogate, interpret, evaluate and model data to extract insights and answer clients' queries.
• Excellent analytical, rational thinking, and problem-solving ability.
• Attention to detail.
• Knowledge of financial services terminology and concepts.

Non-Technical Skills:

• Engaging presentation and storytelling skills are necessary, with the ability to run client meetings, develop a deep understanding of client needs, and handle difficult client situations effectively.
• Project management of high-value products is essential, including time management and prioritization skills.
• Ability to handle data and information sensitively and confidentially.
• Ability to work accurately and simultaneously on multiple assignments, sometimes under pressure, leveraging resources accordingly and reporting progress to stakeholders.
• Effective verbal and written communication.
• An entrepreneurial, creative, and collaborative mindset, demonstrating ownership and initiative.