Investor Services

What you'll be doing: This position is responsible to represent the client profitability & analysis team when appropriate at senior management meetings. Act as team lead on projects and key custody & fund services initiatives. Manage team of junior analysts across multiple locations including acting as day to day escalation point and creating and monitoring progress against goals and objectives. Coordinate all pricing activity for new and existing clients ensuring adherence to agreed process governance. Develop and build excel based pricing models in support of the other company deals pipeline to facilitate commercial decision making. Facilitate internal financial reviews with business partners as part of the deal pipeline, including the presentation of financials, chairing pricing meetings and facilitating escalation of pricing approvals. Undertake internal profitability analyses and adhoc financial analysis for custody & fund services clients. Take the lead to resolve issues and escalate where necessary. Build and maintain strong working relationships across all custody & fund services products, operations, business management and sales & relationship management partners.

What your background should be: The candidate must have some experience in related field. Proven skills as a business analyst including very strong communication and presentation skills both in verbal and written is preferred. Advanced excel skills (e. G. Table functions, sumif, vlookup, macros) is required. Previous financial modeling experience is required. In depth knowledge of custody & fund services products and services; previous experience presenting and articulating financial results to senior management are preferred. Knowledge of internal systems (wins, cosmic and titan, advantage, valued holdings, etc.) required.

Who is the client company: This is an American multinational banking and financial services holding company.; If you are interested in this position, send your resume to apply@kochdavis.com