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Strategic Financial Services Expert
1 week ago
The Business and Financial Services (BFS) practice area at Frost & Sullivan is a specialized unit that serves the investment community by providing process and industry expertise throughout each stage of the investment cycle. This area works closely with clients from the initial stages of intelligent analysis to deal with structuring and post-investment support. The team comprises experienced professionals with in-depth knowledge of the financial services industry and a thorough understanding of the various processes involved in the investment cycle.
We help our clients navigate the complex landscape of the investment world, ensuring that their investments are optimized for success. Our focus on providing customized solutions and support sets us apart as a trusted partner in the investment community.
About the Role
As a Consultant - Business and Financial Services, you will be responsible for managing a module of work or a small project team. You will involve heading client teams and structuring analyses to answer critical client questions. Your key goals include acting as an internal role model, developing expert status with middle management level client staff, and starting to take on business development tasks such as proposals and client pitches.
Main Responsibilities
Pitching and Execution:
- Develop high-quality pitches to secure new business opportunities
- Execute projects efficiently, meeting tight deadlines and delivering exceptional results
- Follow up with clients after project completion to ensure satisfaction and identify areas for improvement
Support Functions:
- Conduct secondary research to support pitch development
- Assist the Project Manager in creating a table of contents and supporting project execution
- Collaborate with the execution team to deliver high-quality results
Documentation and Reporting:
- Upload project documents, including Excel backups, final reports, consent letters, and case studies, to the team room
Stakeholder Management:
- Manage key stakeholders by sector and practice area to ensure expectations are met or exceeded and timelines are adhered to
Quality Assurance:
- Develop excellent quality content that meets client expectations
Team Collaboration:
- Work with a global team of experts to create a powerful customer experience
Required Competencies:
We are looking for candidates who possess the following competencies:
- A strong understanding of preparing IPO IMR and the process of dealing with bankers, PE firms, and clients
- Good knowledge of working for India and its specific requirements
- Strong secondary research skills and knowledge of databases used while preparing reports
- Excellent organizational and detail-oriented skills
- Ability to work independently with remote supervision
- Capacity to multi-task and meet tight deadlines
- Discipline and adherence to high-quality standards
- Strategic thinking and understanding of how operational activities support overall business strategy