Senior Banking Strategist

About Our Team

Our organization is a specialist firm providing unique data-driven business intelligence as a trusted advisor to senior executives across the world's leading financial institutions.

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

We're proud of our friendly, inclusive, and authentic team. It takes diversity of thought, culture, background, and perspective to drive a global growing business, understand client needs, and maintain our professional, supportive, and entrepreneurial working culture that we all enjoy.

Job Description

We're seeking a Lead Banking Expert to help support and drive a large, growing book of work aligned to the Retail Banking sector.

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 Lead Banking Expert will manage 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. We are looking for a proactive, curious, and diligent individual—a systematic and articulate problem solver who will play a key role in the Retail Banking Practice Area.

• 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 case teams as part of 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 the program's membership base
• Acting as senior member in the team and taking on oversight and line management responsibility for junior team members

While senior team members provide oversight, our culture puts emphasis on personal ownership at every stage of an employee's career. Furthermore, Lead Banking Experts play a central role in all aspects of the delivery lifecycle, from supporting sales through to initial data collection, analysis, visualization, and communication of the findings, allowing for a great deal of diversity on the job and the development of a broad skills set. You will have a high level of direct client exposure, which in many cases reaches C-level executives.

We seek an analytical, articulate, and proactive problem solver who will lead the analysis and delivery process. The role requires rapid learning and business knowledge development, with strong opportunities for internal career progression.

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 case teams as part of 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 the program's membership base

• Acting as senior member in the team and taking on oversight and line management responsibility for junior team members

Requirements:

• Strong Master's degree, preferably in an analytical or quantitative subject

• 5+ years' work experience, ideally benchmarking, research, or business analysis

Some sector experience in financial services, consultancy, or market research preferred (retail banking experience would be a distinct advantage)

Technical Skills:

• Advanced MS Office skills: especially Excel (including pivot tables and comfort with complex data sets) and PowerPoint

• Knowledge in any of Alteryx, Python, Tableau, or PowerBI is helpful, but not mandatory pre-requisites

• Ability to interrogate, interpret, evaluate, and model data to extract insights and answer clients' queries

Non-Technical Skills:

• Engaging presentation and storytelling skills, 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, 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

• Entrepreneurial, creative, and collaborative mindset, demonstrating ownership and initiative

Application Instructions:

This is an immediate vacancy, and early application would be an advantage.