Global Banking & Markets Public, Client Management & Strategy, Analyst - Dallas

SRI Conference; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

SRI Conference in Dallas seeks an Analyst to support strategic planning and commercial execution for priority institutional clients. You will transform financial and client data into clear insights, prepare executive-ready materials and coordinate across a broad stakeholder network.

The role offers direct exposure to senior leaders and a strong apprenticeship environment to shape client engagement and business performance.

Qualifications

• Bachelor's degree in a relevant field.
• Strong analytical and problem-solving skills with the ability to interpret data and form actionable conclusions.
• Proficiency in Microsoft Excel, PowerPoint, and evolving AI tools to produce accurate analysis and polished presentations.
• Excellent written and verbal communication skills.
• Exceptional attention to detail, organization and the ability to manage multiple priorities.

Responsibilities

• Support development and execution of strategic plans for priority clients across FICC and Equities.
• Assist Senior Relationship Managers in day-to-day client strategies.
• Analyze revenue, market share, and client activity to identify opportunities.
• Prepare executive-ready presentations, briefing materials, and dashboards for leadership.
• Collaborate with Sales, Trading, Engineering, and Operations to gather inputs and drive cross-functional initiatives.
• Track priorities from client reviews and escalate risks when needed.
• Identify opportunities to improve reporting, data quality, and workflows through standardization and automation.
• Support client content and connectivity initiatives, including executive briefings and events.
• Handle confidential client and business information with sound judgment and firm controls.

Skills

Analytical thinking

Problem solving

Communication skills

Data visualization

Team collaboration

Education

Bachelor's degree

Tools

Excel

PowerPoint

Power BI

Tableau

SQL

Python

Job description

Team Overview

Global Banking & Markets - Public serves institutional clients across financial products, markets and regions, helping them execute transactions, access financing and manage risk. Client Management & Strategy partners with senior leaders across Sales, Trading, Strats and other areas of the firm to deepen relationships with the firm's largest and most complex clients. The team combines commercial judgment, client strategy and data-driven analysis to identify opportunities, improve market share and deliver the full capabilities of the firm.

Your Impact

As an Analyst, you will support strategic planning and commercial execution for priority institutional clients. You will transform financial and client data into clear insights, prepare executive-ready materials and coordinate across a broad stakeholder network. The role offers direct exposure to senior leaders, a strong apprenticeship environment and the opportunity to contribute to decisions that shape client engagement and business performance.

Key Responsibilities

• Support the development and execution of strategic business plans for priority clients across FICC and Equities.
• Support Strategic Client Coverage / Senior Relationship Managers in executing day-to-day business strategies for significant clients.
• Analyze revenue, sales credits, market share, client activity and product trends to assess performance and identify commercial opportunities.
• Prepare concise, accurate and executive-ready presentations, briefing materials, dashboards and recurring performance updates for senior leadership.
• Partner with Sales, Trading, Engineering, Operations and other teams to gather inputs, reconcile data and drive cross-functional initiatives.
• Track priorities, actions and deliverables arising from client reviews and leadership discussions; escalate risks or dependencies promptly.
• Identify opportunities to improve reporting, data quality and team workflows through standardization, automation and effective use of technology.
• Support senior-client content and connectivity initiatives, including executive briefings, events and interactions with subject-matter experts.
• Handle confidential client and business information with sound judgment and in accordance with firm policies and controls.

Basic Qualifications

• Bachelor's degree.
• Strong analytical and problem-solving skills, with the ability to interpret data, identify key messages and form practical conclusions.
• Proficiency in Microsoft Excel, PowerPoint, and evolving AI tools with the ability to produce accurate analysis and polished presentations.
• Excellent written and verbal communication skills.
• Exceptional attention to detail, organization and follow-through.
• Ability to manage multiple priorities and deliver high-quality work under tight deadlines.
• Collaborative, proactive and accountable working style, with sound judgment and a high degree of integrity.
• Ability to build effective relationships with colleagues across functions, levels and regions.

Preferred Qualifications

• Interest in financial markets, institutional clients and sales and trading businesses.
• Experience working with large datasets, financial metrics, dashboards or business intelligence tools.
• Working knowledge of data visualization or automation tools such as Power BI, Tableau, Qlik, Alteryx, VBA, SQL or Python.
• Prior internship or professional experience in financial services, consulting, analytics, strategy, business management or a related field.
• Demonstrated intellectual curiosity, commercial awareness and willingness to learn in a fast-paced environment.

What You Will Develop

You will develop a strong understanding of institutional client strategy, financial markets and commercial performance management. Through close collaboration with experienced professionals, you will strengthen your analytical judgment, executive communication, stakeholder management and ability to convert complex information into actionable recommendations.