Business Analytics Post M&A Associate Manager

Job description

Consulting Skills

• Client delivery as part of an on-site or remote project team
• Demonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignment, conducts regular points of progress
• Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management
• Manage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadership
• Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data
• Utilize higher-level methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables
• Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups
• Provide status reporting of progress, dependencies, issues, risks and overall program health         
• Responsible for the work streams of a complex project and takes the lead on simple projects
• Maintain program sites as a repository for all project information

Business Expertise Skills

• Knowlegde and previous working experience in the financial service sector.
• Support practice, thought leadership, and people development activities firmwide
• Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain
• Share experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staff
• Financial Services experience required inclusive of Wealth and Asset Management business knowledge cross functionally.
  Post M&A Integration experience preferred.

Technical Skills:

• Software proficiency:
  • Required: Excel
  • Nice to Have: JIRA, Confluence
• Familiarity with software development methodologies, e.g., Agile Development
• Ability to create detailed requirement documentation, including business requirements, functional requirements, use cases and user stories as needed
• Ability to develop a detailed gap analysis of business requirements to current state solutions and other 3rd party solutions as identified
• Understanding of APIs and other data exchange protocols to identify system interface requirements

Soft Skills:

• Strong communication skills to effectively interact with stakeholders, e.g., business owners, dependent workstream owners, program management, IT subject matter experts, etc.
• Active listening skills to understand the needs and concerns of end users and translate them into business requirements
• Attention to detail to ensure accuracy and completeness of requirement documentation and gap analysis
• Experience with requirements gathering techniques for interpreting business conversations into clear and concise business requirements
• Collaboration skills to work with cross-functional workstreams and business owners, e.g., Advisor Experience, Trading, Advisory Billing and Reporting, etc.
• Time management and ability to prioritize multiple tasks and due dates
• Adaptability and flexibility to adjust to changing project requirements and priorities
• Understanding of Financial Services Industry and the financial systems and concepts 

Business Development Skills

• Write business proposals and presentations autonomously
• Detect, trace, and qualify business opportunities
• Relay information relevant to new business activities and prospects to manager, team, and business unit/line leaders

People Management Skills

• Supervise a project team internally and on client assignment

• Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style 

Bonus Skills:

• Experience with BONUS, Xtiva, BRACS or any other Advisory Commissions System, including organic solutions