Overview: Our client is a global financial services leader with three core businesses - Institutional Securities, Wealth Management, and Investment Management. They are currently seeking a high potential Analyst to provide product and project management support, through comprehensive knowledge of all banking and lending products and services. The role will require an understanding of both bank and broker dealer banking and lending solutions as well as strong working knowledge of the international jurisdictional framework. The Analyst will work closely with and coordinate across all groups, including: Sales, Product, Operations and Control Partners, supporting cash management and lending growth oriented initiatives. This position will support several projects related to enhancing processes and supporting product development, including go to market infrastructure and post launch analysis. The role will require strong PowerPoint skills to help present the work to Partners and Executive Leadership.

Primary Responsibilities:
• Product Management – provide product management support on complex initiatives supporting and driving progress and accountability to advance portfolio of initiatives for the business. Collect inputs and prepare weekly project progress updates; document meeting outcomes, key decisions and next steps, identify and communicate with task owners to drive accountability and accelerate progress.
• Support International Banking and Lending risk management initiatives, working with control partners to identify key risks and outline plans to address
•Business analysis and support – analyze complex business processes, workflows and product support models to identify opportunities for enhancements
• Develop management presentations and communications to articulate initiatives progress and to support business management and development. Ability to visually represent and articulate critical information, size impacts and model resource requirements, costs, implementation timelines on initiatives and coordinate across multiple groups and stakeholders to implement enhancements.
• Develop and maintain data analysis, visualizations and reporting on key performance, adoption and risk metrics. Collect & analyze growth data (balance, revenue, penetration) by FA.
• Work closely with partners in each of the functions to identify process improvement opportunities.
• Monitor and drive understanding of competitor and industry trends, enable analysis for various strategic planning assignments.

Qualifications:

• BA or BS degree is required.
• Minimum of 3 years of Financial Services experience is required.
• Proficient with Microsoft Office suite, especially PowerPoint and Excel. Prepare high-impact, executive level presentations for project reporting, business updates and strategy. Consolidate inputs from project leads to prepare summaries in support of project meetings, milestone reporting, etc.
• Strong interpersonal and communication skills. Written: Developing high impact, executive level presentations for various updates, strategic and initiative management presentations. Verbal: Articulate clearly key concepts, requirements, accountabilities and timelines. Collaborate with team members, key constituents and stakeholders to achieve business objectives and drive progress.
• Exceptional problem-solving skills and ownership of issues through complete resolution. Identify, communicate and escalate watch items and issues to move the projects forward. Offer suggestions and seek workarounds when encountering obstacles.
• Ability to work under pressure, meet deadlines, multi-task and manage expectations.
•Bilingual Spanish, Portuguese, or Mandarin preferred.