Business Analyst, UK Investment Banking

  • Jefferies
  • London, UK
  • May 10, 2022
Business & Administration Business Analyst

Job Description

Primary Responsibilities:

  • Manage the group’s revenue and pipeline which includes ensuring revenue and subsequent fees are correctly reported to Finance
  • Ensuring clients are correctly invoiced and chasing any outstanding charges
  • Updating information in the firm’s client management system
  • Maintaining the client list and tracking new clients and pitches
  • Ensuring engagement letters are correctly stored and shared with Legal and IB Management
  • Credentials: ensuring credentials are updated in PowerPoint for new deals, league table updates and new hires
  • Manage the budget for internal events
  • Managing the recruitment process for lateral hires
  • Ad-hoc report requests primarily from Group Head
  • Working alongside the group head to communicate clearly to the team and MDs
  • Communicate new client details to Sales/ Trading/ Research
  • Managing clients lists via Street Contxt
  • Ad Hoc projects, including creating custom credentials pages and data searches
  • Willingness to create/ streamline processes within the team to drive efficiency
 
Qualifications
 
  • The candidate must have strong written/verbal skills, organizational, analytical, technical, and interpersonal skills. The Business Analyst will develop an understanding of Investment Banking
  • The candidate should be proficient in Microsoft Office, Excel, PowerPoint. Have a good working knowledge of online financial databases; Factset and Bloomberg
  • Good understanding of CRM systems