Associate - Relationship Manager

Associate - Relationship Manager

Department

GBA

Job Description

Business Description: Relationship Management team

The RM team manages and supports the delivery across coalition’s product offerings.

Based out of India, the team acts as a single point of contact (SPOC) for Relationship managers based in London, NYC, Singapore & Japan.

The team also works closely with Coalition’s International and India research teams.

Overview

In the capacity of an individual contributor, you will be responsible for supporting RMs based internationally. You will be expected to contribute to a wider team, provide regular progress updates, maintain an understanding of client requirements / documentations, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures.

Role and Responsibilities:

1. Analytical Support

• Develop an in-depth understanding of client’s taxonomy and manage and track all taxonomy changes.
• Have a strong understanding of client customization requirements, and ensure all customizations are incorporated in Coalition outputs.
• Review and quality checking of delivery documents from a perspective of identifying inconsistencies in data and client formats (e.g., logical checks, consistency with past deliverables, customized requirements)
• Help the International RMs prep for client meetings.
• Work closely with International RMs to creating and manage templates for client submissions.
• Provide support in reviewing of mappings of client submissions.
• Work with the senior relationship associates/to manage and coordinate the delivery of Coalition products to clients.
• Work with the Client to help them understand coalition applications.
• Attend & actively participate in Client meetings, circulate meeting notes and help the international RMs answer client queries.

2. Project Management

• Act as a single point of contact between Research (both Central and India research teams), Publishing and Relationship management teams for all communication during the life of specific projects and standard deliveries
• Maintain MIS tracker for out-of-scope requests, meeting tracker, delivery cycles statistics and other parameters relevant for project management.
• Keep track of validation and delivery meeting schedules

• Maintain and track of required packs (e.g., Prep and Delivery packs)
• Track clients follow up requests and manage delivery of follow ups
• Ensure all client meetings logged and meeting summaries sent to CRM tracker.
• Identify, document and share best practices in Client account management

3. Administrative support

• Ensure contract documentation (MSA, WO, NDAs) up to date.
• Draft or assist in drafting of new work orders.
• Work with finance teams to complete billing instructions
• Check and review Invoices.
• Chase payment of invoices wherever required.
• Ensure Index Distribution lists are up to date.
• Circulate agenda for weekly client update calls.
• Maintain client org charts and key contact lists (Central only)

Credentials:

• Master’s degree in finance / Banking.
• 0-3 years’ experience in Financial Services Industry. Experience of working in Investment banks preferable.
• Good knowledge of capital market products & understanding across asset classes in markets (Equities / FICC)
• The successful candidate needs to possess strong analytical skills with great attention to detail, an eye for spotting trends, articulate in written and verbal communication and present and support their own conclusions to senior audiences.
• Excellent qualitative skills and the ability to prepare well-edited, well-presented reports and market commentary.
• Must be proactive with a drive to better processes and resolve outstanding issues.
• Proficient in Excel. Ability to use spreadsheets, pivots calculations, and basic excel functions.
• Have strong verbal and written communication skills.
• Good team player and self-motivated
• Desire to work in a fast-paced environment with multiple deliverables.

Open Positions

2

Mandatory Skills

Project Management, MS Office, Relationship Management, Communication Skills, Financial Services

Education Qualification

MBA - Finance

Experience

1 to 4 Years