Analyst

Allegis Group Services, Inc.; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Allegis Group Services, Inc. seeks an Analyst to support a global investment research client management function. You will handle client pricing, payments, and research usage analytics for institutional clients, while collaborating with sales, research management, and onshore teams to drive commercial discussions and regulatory alignment.

The role emphasizes data quality, reporting, dashboard development, and process improvement across pricing and broker vote data in a fast-paced environment.

Qualifications

• Bachelor's or MBA degree from a reputed institution.
• 1 to 5 years of relevant work experience in financial services, research support, client analytics, reporting, or commercial support roles.
• Strong understanding of capital markets and the equity research business, or experience in client servicing and commercial processes.
• Familiarity with broker vote processes, research valuation, pricing frameworks, or client analytics.
• Awareness of MiFID and regulatory considerations relevant to research consumption and payments.
• High attention to detail with the ability to interpret commercial and client data.
• Proficient in Microsoft Excel and PowerPoint; strong communication and stakeholder management.
• Experience with VBA, Python, Power BI or dashboard/automation tools.

Responsibilities

• Support the Global Investment Research Client Management team with client pricing, payment tracking, and analysis of research consumption for institutional clients.
• Assist in management and analysis of broker vote data, including collection, validation, tracking, and reporting.
• Produce regular and ad hoc management information reports, dashboards, and analytics for senior stakeholders.
• Prepare accurate and timely analysis to support client meetings, pricing discussions and commercial negotiations.
• Maintain and enhance client-related datasets, including pricing records, broker votes, client interactions, and usage metrics.
• Ensure accurate data capture and contribute to improved controls, processes and reporting frameworks.
• Work with onshore stakeholders, sales, research management, and other functions to deliver priorities.
• Develop and enhance in-house dashboards and reporting tools for pricing, broker votes and client engagement.
• Contribute to transformation workstreams including automation and reporting improvements.
• Ensure activities comply with regulatory and internal requirements, including MiFID considerations.
• Support vendor management and review annual reports as part of research and client analytics.

Skills

analytical skills

stakeholder management

communication

multi-priority handling

regulatory awareness

Education

Bachelor's or MBA degree

Tools

Excel

PowerPoint

VBA

Python

Power BI

Job description

Job Description

The Analyst supports a global investment research function by delivering high-quality client analytics, pricing support, and data-driven insights for institutional clients. The role focuses on managing client pricing and payments, analyzing research consumption, and maintaining robust reporting and control frameworks. The Analyst collaborates closely with onshore stakeholders, sales teams, and research management to support commercial discussions, regulatory considerations, and strategic transformation initiatives.

Job Title

Analyst

Responsibilities

• Support the Global Investment Research Client Management team with client pricing, payment tracking, and analysis of research consumption for institutional clients.
• Assist in the management and analysis of broker vote data, including the collection, validation, tracking, and reporting of submissions.
• Produce regular and ad hoc management information reports, dashboards, and analytics for senior stakeholders across the research organization.
• Prepare accurate and timely analysis to support client meetings, pricing discussions, and commercial negotiations.
• Maintain and enhance client-related datasets, including pricing records, broker vote submissions, client interactions, and research usage metrics.
• Ensure accurate data capture and contribute to the improvement of internal processes, controls, and reporting frameworks.
• Work closely with onshore stakeholders, sales teams, research management, and other support functions to deliver key business priorities.
• Assist in the development and enhancement of in-house dashboards and reporting tools related to pricing, broker votes, and client engagement tracking.
• Contribute to strategic and transformation workstreams across the research function, including process automation and reporting improvements.
• Ensure all activities comply with relevant regulatory and internal requirements, including MiFID-related considerations where applicable.
• Support vendor management activities and assist in reviewing and interpreting annual reports as part of research and client analytics.

Essential Skills

• Bachelors or MBA degree from a reputed institution.
• 1to5 years of relevant work experience in financial services, research support, client analytics, reporting, or commercial support roles is preferred.
• Good understanding of capital markets and the equity research business, or experience in client servicing and commercial processes.
• Familiarity with broker vote processes, research valuation, pricing frameworks, or client analytics.
• Awareness of MiFID and broader regulatory considerations relevant to research consumption and payments.
• Strong analytical skills with a high level of attention to detail and the ability to interpret commercial and client data.
• Good working knowledge of Microsoft Excel and PowerPoint.
• Strong communication and stakeholder management skills.
• Flexible and proactive approach to workload with the ability to manage multiple priorities in a fast-paced environment.
• Experience in vendor management.
• Ability to review and interpret annual reports.

Additional Skills & Qualifications

• Experience in financial services, research support, client analytics, reporting, or commercial support roles.
• Experience working with institutional clients and research or sales teams.
• Familiarity with broker vote systems and research usage tracking tools.
• Experience with VBA, Python, Power BI, or other dashboard and automation tools.
• Exposure to process automation and transformation initiatives in a research or analytics environment.
• Strong problem-solving skills and a structured approach to improving processes and controls.

Work Environment

The role operates within a global investment research environment that is fast-paced, data-driven, and highly collaborative. The Analyst works closely with onshore stakeholders, sales teams, research management, and other support functions to deliver business priorities and support commercial decision-making. The position involves extensive use of Microsoft Excel and PowerPoint, along with potential use of VBA, Python, Power BI, and other dashboard tools to build and enhance reporting solutions. The work focuses on managing client pricing data, broker vote information, and research usage metrics within a controlled and regulated framework, including consideration of MiFID-related requirements. The environment emphasizes accuracy, analytical rigor, and continuous improvement of processes, reporting frameworks, and automation initiatives

We are an equal opportunity employerand value diversity. All qualified applicants willbeconsideredfor employment withoutdiscrimination based onrace, colour, religion,sex,gender, sexual orientation,pregnancy,childbirth or related medical conditions,age, disability, military or veteran status, or any other protected characteristic under applicable law.