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Transaction Banking and Other-Bengaluru-Analyst-Business Unit Leadership presso Asset & Wealth Management

Asset & Wealth Management · Bengaluru, India · Onsite

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ABOUT THE TEAM

The TxB Finance and Strategy team is responsible for TxB’s financials, headcount planning and management, growing strategy initiatives, partnerships & other ad-hoc analysis.


ROLE SUMMARY

The role will work closely with TxB leadership to build, articulate, and codify initiatives throughout the year, including goal setting, strategic and implementation of roadmaps, budgeting, and strategy session leadership. Responsibilities will include a focus on financial analysis and planning, requiring the individual to connect and collaborate with senior bankers and business unit leader(s). The role will also have a hand in ad hoc and priority strategic projects and will play a key role in business management.

RESPONSIBILITIES

  • Create and analyze TxB financial and non-financial data, including business forecasts, balances, revenues and expenses
  • Support senior management team with preparing for meetings and external presentations
  • Collaborate with broader teams for business projections and ad-hoc projects
  • Develop and document process enhancements for the team (digital), including internal and external stakeholders 
  • Analyzing complex problems, systems, data, and metrics to lead business initiatives, partnering with product experts 

PREFERRED QUALIFICATIONS

  • Exceptional analytical skills and able to apply knowledge and experience in decision-making to arrive at creative and commercial solutions
  • Knowledge and experience with digital platforms
  •  Strong written and oral communication and interpersonal skills
  • Highly collaborative, team-oriented, and strong consensus builder with confidence in interaction with senior stakeholders
  • Detail-oriented problem-solver able to employ leadership, critical thinking, and time management skills
  • Thrives in a fast-paced environment and is comfortable working under tight deadlines

MINIMUM EDUCATION REQUIREMENTS/DEGREE AND FIELD:

  • Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Accounting, Business or a relevant related field.
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