Associate Strategist

Moody; Bengaluru; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Moody's is seeking an Associate Strategist in Bengaluru to support the Banking Commercial Strategy team with pricing, customer and portfolio analytics. You will build dashboards and forecasting models, turning data into actionable insights for deal‑desk decisions and strategic initiatives.

The role requires 3–5 years in strategy or analytics, strong Excel/PowerPoint skills, and familiarity with BI tools and CRM systems.

Qualifications

• Bachelor's degree in Finance, Economics, Engineering, or related field required.
• MBA or postgraduate degree preferred but not required at this level.
• Strong Excel and PowerPoint skills are essential; working knowledge of BI tools is a strong plus.

Responsibilities

• Support Banking's Commercial Strategy team with pricing, customer, and portfolio analytics informing deal‑desk decisions and strategic initiatives.
• Build and maintain customer and market analytics, deal-desk support models, and ARR/retention dashboards for Banking.
• Develop forecasting models, segmentation analysis and portfolio‑level analysis to support strategic decisions.
• Support execution monitoring and governance cadences for key initiatives, coordinating with senior strategists.
• Maintain and evolve data models and AI‑enabled workflows to improve speed and accuracy of recurring analysis.
• Support initiatives like Banking Hub and OKR monitoring with foundational data and reporting.
• Translate analysis into clear, decision‑ready recommendations for senior strategists.
• Adapt across strategy execution and analytics priorities as team needs shift.

Skills

Strategy analytics

Excel & PPT

Power BI / SQL

CRM reporting

Data forecasting

Data interpretation

Education

Bachelor's in Finance/Economics/Engineering

MBA preferred

Tools

Salesforce / SFDC

Job description

Let's begin! Associate Strategist (15053)

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.

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.