Analyst – IB Client Strategy & Analytic

Join us as an "Analyst – IB Client Strategy & Analytic” at Barclays. Providing support to Investment Banking Client Strategy & Analytics office with client reporting, data management and analytic. Support running of the client franchise and growth strategy, with focus on delivering data-driven insights, optimising processes, and driving strategic initiatives that enhance client engagement and performance.

To be a successful “Analyst – IB Client Strategy & Analytic" the overall objective of the role is to run a proactive, and commercially driven book of work with a keen attention to detail, collaborating across the firm to deliver exceptional results. Support wider stakeholders, and business verticals to execute IB-wide client strategic agenda, encompassing a range of activities to deliver and broaden the impact of the initiatives from design to delivery.

You may be assessed on the key critical skills relevant for success in role, candidate is expected to work on Data analytics and automation- manage and analyse large datasets to generate actionable insights and create strategic storyboards for clients. Identify opportunities to automate processes and eliminate repetitive tasks. Leverage strong data analytics skills to design dashboards and produce MIS reports covering revenues, returns, volumes, opportunity, client connectivity, product penetration. Define, own and run the client prioritisation exercise for IBK, to ensure that the client lists remain accurate and prioritised. Drive client prioritization, market presence, sales readiness, client experience initiatives, monitoring and tracking of client build programmes and commercial value.

Basic/ Essential Qualifications:

• Prior experience in Investment Banking and business strategy.
• Familiarity with databases such as Dealogic, Factiva, Orbis, Coalition, Factset.
• Exposure to advanced tools and technologies (GenAI/Copilot, Python, SQL, Tableau).
• The candidate must have a proven record of mapping, designing and optimising processes and MIS.
• The candidate should be able to demonstrate confidence, credibility and gravitas.
• Must have strong work ethic, attention to detail, and ability to translate large and imperfect data sets into meaningful takeaways, insightful presentations and sound recommendations.
• Must have strong analytical skills and a proven track record of problem-solving.
• Strong verbal and written communication; ability to communicate in a compelling, concise and precise manner.
• Highly organised, proactive and diligent with strong attention to detail.

Desirable skillsets/ good to have:

• Identify revenue opportunities and implement processes to monitor progress and track action to completion.
• Synergising with COO and Tech partners to specify the client facing data, technology and CRM priorities to allow bankers to cover clients efficiently and effectively.
• Conducting thorough market research to understand client needs, market trends, competitive landscape, and regulatory changes to identify growth opportunities. Periodic insights and intelligence on current and evolving market landscape including competitor benchmarking.

This role will be based out of 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.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• 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 develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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.