Associate Strategist

Moody's Investors Service; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Moody's Investors Service in Bengaluru seeks an experienced strategy/analytics professional to support the Banking Commercial Strategy team with pricing, portfolio analytics, and forecast models. You will build dashboards and reporting for ARR/retention and inform senior decision-making.

Ideal candidates have 3–5 years in banking analytics, strong Excel/PowerPoint skills, and familiarity with Power BI or SQL.

Qualifications

• 3–5 years of experience in strategy, customer analytics, or business intelligence, ideally within the banking industry.
• Strong, hands-on proficiency in Excel and PowerPoint is essential; working knowledge of Power BI, Alteryx, or SQL is a strong plus.
• Working knowledge of CRM systems (e.g., Salesforce) for generating reports and dashboards.
• Ability to translate raw data into forecasts, ARR/retention analysis, and portfolio-wide insights.
• Curious, self-directed, quick learner with ability to adapt to shifting priorities.

Responsibilities

• Support Banking's Commercial Strategy team with pricing, customer, and portfolio analytics informing deal decisions.
• Build and maintain customer and market analytics, deal-desk support models, and ARR/retention dashboards.
• Develop forecasting models, segmentation analysis and portfolio-level insights for strategic decisions.
• Support governance cadences and coordination with senior strategists on initiatives.
• Evolve data models and AI-enabled workflows to speed and improve recurring analyses.
• Contribute to Banking Hub and OKR reporting with foundational data and reporting.
• Translate analysis into clear, decision-ready recommendations for senior strategists.
• Assist across strategy execution and analytics priorities as needed.

Skills

Excel

PowerPoint

Power BI

Alteryx

SQL

CRM (Salesforce)

Data analysis

Forecasting

Education

Bachelor's degree in Finance, Economics, Engineering, or related field

MBA or postgraduate degree preferred

Tools

Salesforce

Job description

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

If you are excited about this opportunity but do not meet every single requirement, you still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Skills and Competencies

• 3–5 years of experience in strategy, customer analytics, or business intelligence, ideally within the banking industry
• Strong, hands-on proficiency in Excel and PowerPoint is essential; working knowledge of Power BI, Alteryx, or SQL is a strong plus
• Working knowledge of CRM systems (e.g., Salesforce/ SFDC) for generating reports and building, maintaining, and monitoring dashboards
• Comfortable handling large sets of sparse and multi-source data (quantitative and qualitative); translating raw data into forecasts, ARR/ retention analysis, and portfolio-level insight that supports business decisions
• Demonstrated analytical thinking — able to identify patterns in data and draw sound business inferences, not simply produce reports
• Curious and self-directed; picks up new tools, datasets, or business questions with minimal handholding. Quick learner
• Comfortable adapting across strategy execution, analytics, and reporting priorities as team needs shift

Education

• Bachelor's degree in Finance, Economics, Engineering, or a related field required; MBA or postgraduate degree preferred but not required at this level

Responsibilities

• Support Banking's Commercial Strategy team with pricing, customer, and portfolio analytics that inform deal-desk decisions and broader strategic initiatives
• Build and maintain customer and market analytics, deal-desk support models, and ARR/ retention dashboards for the Banking business
• Develop forecasting models, segmentation analysis and portfolio-level analysis to support strategic decisions
• Support execution monitoring and process governance cadences for key strategic initiatives, coordinating with senior strategists as needed
• Maintain and evolve data models and automation/ AI-enabled workflows that improve the speed and accuracy of recurring analysis
• Support ongoing initiatives such as the Banking Hub and OKR monitoring with foundational data and reporting
• Translate analysis into clear, decision-ready recommendations for senior strategists — not just status updates
• Adapt across strategy execution and analytics support as priorities shift across the team

About the team

The Banking Commercial Strategy team drives strategic growth across Moody's Banking solutions through deep customer and market analytics. We deliver data-driven insights that inform market led strategy — helping shape Moody's long-term vision for the Banking business
Our work sits at the center of Moody's efforts to deliver differentiated value to commercial banking clients. By joining us, you will contribute to impactful initiatives spanning strategy formulation, market intelligence, pricing, and customer analytics — while collaborating closely with product, sales, finance, senior leadership, and product/domain and central strategy teams

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.