IB Chief of Staff Office – Client Engagement

Join us as an "IB Chief of Staff Office – Client Engagement & IB Support" at Investment Bank. The team provides comprehensive financial advisory, capital raising, financing and risk management services to corporations, governments and financial institutions worldwide. We take an integrated approach to client coverage, providing our clients with access to bankers who have industry and geography specific expertise across all investment banking products.

To be a successful " IB Chief of Staff Office – Client Engagement & IB Support" - the candidate must provide support to management team on day to day running of the strategic projects, priorities, the strategy and their office.

You may be assessed on the key critical skills relevant for success in role, such as strategic thinking, project management, strong investment banking acumen, executive-level communication, operational expertise, stakeholder management and cross-functional collaboration.

Basic/ Essential Qualifications:

• IB Office Support:
• Provide direct administrative and strategic support to senior executives.
• Maintain IB annual planner and QUAD trackers to understand phasing of key priorities throughout the year.
• Coordinate with other Chief of Staff teams on interlocking announcements; results, IB townhalls, investor days etc.
• Assist in coordinating the senior leadership team, including meeting preparation, agenda development, and follow-up on action items.
• Assist in tracking key performance / scorecard metrics and preparing reports for leadership.

• Support ad hoc projects and analysis to come to conclusions on 'tough' questions leadership ask.

• Client Engagement:

• Utilizing tools like Eagle One and Analytics One to prioritize meetings and opportunities based on data, shaping client strategy accordingly.
• Design KPIs to measure effectiveness / ROI of client engagement activities.
• Assist in the preparation of client briefing memos ahead of client events and 1:1 meeting.
• Update client game plans and track follow ups to ensure all commitments to clients are met and relationships maintained.
• Implement standardized framework for post meeting action tracking.

Desirable skillsets/ good to have:

• Strong excel, VBA or Macro knowledge would be a plus.
• Solid PowerPoint building skills (including think cell), able to design a narrative / story.
• Extremely organised and able to work in a constantly changing / dynamic environment.
• Self-starter, able to use systems to gather information and produce a starting point to build upon.
• Speaks with clarity and presents a balanced view.
• Escalates risks quickly and not shy to bring issues to the forefront.

This role will be based out of DLF Downtown in Gurugram.

Purpose of the role

To enable the success of senior executives by helping navigate complex challenges, make informed decisions and deliver against their strategic objectives.

Accountabilities

• Strategic support to senior executives, such as the CEO or other top-level leaders including assistance in the development and execution of in year and multi-year business strategy, research, and analysis to support decision-making and act as delegate for the senior executive in specific situations.
• Management of Colleague engagement planning in line with the strategic direction, managing communication channels and ensuring effective coordination across different departments and teams.
• Management of key projects and strategic initiatives on behalf of senior executives, ensuring strategic projects are on track, monitoring of progress, and provision of regular updates to the executive team.
• Improvement of operational efficiency, alongside functional partners, within the organisation including the identification of areas for improvement, streamlining of processes, and implementation of consistently excellent best practices to enhance productivity and effectiveness.
• Development of performance reporting for key metrics that reinforce the strategic objectives of the division and support the external commitments made. Analyse and draw insight to drive performance. Involvement in aspects of financial analysis and budget management, including assistance in financial planning, forecasting, cost management and monitoring of financial performance against targets.
• Support to senior leadership to ensure appropriate resourcing across the business/function including planning and forecasting, partnering with HR to drive talent development and succession planning including the identification of high-potential employees, provision of mentorship and guidance, and support to leadership development and diversity initiatives.
• Support to the senior executive with risk and control oversight, escalation, crisis management and risk mitigation, support the development of contingency plans, coordination of responses to emergencies, and ensure business continuity.
• Implementation of a robust governance framework which supports the board of directors, executive forums and governance committees through the preparation of board materials, organisation of meetings, and ensuring compliance with regulatory requirements.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.