Assistant VP - Equity Client Strategy

1203 Barclays Global Serv. Cent; Mumbai Suburban; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Barclays Mumbai-based Assistant VP - Equity Client Strategy is a key role within the Equity Client Strategy Team. The candidate partners with Sales, Trading, IT, HR and Risk to drive performance and governance across the business.

They will develop KPI-based analyses, produce MI on P&L and client revenue, and design automated dashboards using Power BI, Python and Excel. Strong stakeholder management and clear communication are essential.

Qualifications

• Lead business planning, performance monitoring and strategic analysis, including KPIs, trends and management presentations.
• Produce actionable MI covering P&L, client revenue, volumes, margins, market share, profitability, capital and balance sheet.
• Design and maintain interactive performance dashboards, while driving the automation and simplification of reports using Power BI, Python, Excel and AI-enabled tools.
• Prepare business commentary, client insights and materials for senior management and governance forums.
• Deliver ad hoc analysis to identify performance drivers, client opportunities and emerging business trends.
• Provide end-to-end support for client strategy, business development and key strategic projects.
• Partner with Risk, Control, Legal, Compliance and other functions to maintain governance and data controls.

Responsibilities

• Assist in establishing and driving the Equity Client Strategy agenda across Sales, Trading and senior stakeholders.
• Lead the development of performance packs and MI for executive reviews.
• Support cost management and streamline business processes through automation.
• Collaborate with multiple departments to deliver timely and actionable insights.

Skills

Power BI

Python

Excel

AI-enabled tools

Stakeholder management

Tools

Power BI

Python

Excel

Job description

Job Description Purpose of the role To enable the success of the business and assist senior leaders navigate complex challenges, make informed decisions, and achieve their goals Accountabilities Collaboration with business and senior leadership to develop and implement business strategies that align with organizational goals and regulatory requirements. Liaison between different business units and functions, fostering communication and collaboration. Management and coordination of strategic initiatives, projects, and change management efforts to optimize business processes and strengthen the control environment. Improvement of operational efficiency within the organisation including the identification of areas for improvement, streamlining of processes, and implementation of 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. Involvement in aspects of financial analysis and budget management, including assistance in financial planning, forecasting, and monitoring of financial performance against targets. Support to business heads in partnership with HR on hiring, workforce planning, joiner/mover/leaver actions. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes 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 will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. 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.

Join us as an “Assistant VP - Equity Client Strategy” Client Strategy is a dedicated team within Distribution, the sales organisation within Markets. Each product cluster has its own Client Strategy effort but they each partner closely to deliver a robust and coordinated holistic client strategy across asset classes, ensuring that we make the best use of our resources to deliver value for clients and maximise returns. To be a successful “Assistant VP - Equity Client Strategy” candidate is expected to work in a high intensity, result oriented team environment as part of the Equity Client Strategy Team in Mumbai, which is a virtual extension of Global Business Management Team. The candidate will closely work with Business Managers on multiple key projects to improve returns, track business performance and implement business controls. You may be assessed on the key critical skills relevant for success role Candidate will be involved in various activities like performance packs, adhoc MIs, streamlining business processes, managing cost and supporting the delivery of technology for quick implementation of all investment strategies. The role entails working on Business Reviews, Strategy One Pagers, Performance packs, adhoc requests from senior management. Candidate often works as crucial link between senior management and various departments like Sales & Trading, IT, HR, Product Control, Risk Control, Operations, Legal and Compliance. As such this role is key to the smooth and efficient running of the business.

Basic/ Essential Qualifications:

• Support the delivery of the Equity Client Strategy agenda, partnering with Sales, Trading, Product and senior stakeholders.
• Lead business planning, performance monitoring and strategic analysis, including KPIs, trends and management presentations.
• Produce actionable MI covering P&L, client revenue, volumes, margins, market share, profitability, capital and balance sheet.
• Design and maintain interactive performance dashboards, while driving the automation and simplification of existing reports and analytical processes using Power BI, Python, Excel and AI-enabled tools.
• Prepare business commentary, client insights and materials for senior management and governance forums.
• Deliver ad hoc analysis to identify performance drivers, client opportunities and emerging business trends.
• Provide end-to-end support for client strategy, business development and key strategic projects.
• Contribute to strategic, data and process-improvement projects initiated by Client Strategy and Business Management, ensuring effective execution from requirements gathering through to implementation.
• Partner with Risk, Control, Legal, Compliance and other functions to maintain strong governance and data controls.
• Maintain appropriate data quality, governance and controls across reporting, dashboards and analytical outputs.

Desirable skillsets/ good to have:

• Relevant experience in Client Strategy, Business Management, COO or Business Intelligence within Financial Services.
• Good understanding of Investment Banking and Global Markets products, preferably secondary trading.
• Strong proficiency in Python, Power BI and advanced Excel, including Power Query and data modelling.
• Experience using AI and automation tools to improve reporting, analysis and business insights.
• Proven experience in report automation, management information (MI) production, and delivering data-driven business insights.
• Strong analytical skills, with the ability to translate complex data into clear commercial insights.
• Excellent stakeholder management and written and verbal communication skills.
• Proactive, detail-oriented and able to independently manage multiple priorities and deliverables.

This role will be based out of NKP, Mumbai. Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.