Business Information Analytics Manager
$98,000–$98,000 year
On-siteDallas, Texas, United States
Job Summary
Oversee team utilization, forecast capacity, and prevent backlogs while optimizing workflows and reporting for investment bankers. Implement strategic roadmaps incorporating AI platforms and automation tools like UIPath, Python, and GPT to transform delivery of business-ready products. Partner with Research teams to develop scalable new work products, expand books of work including dashboards and financial modeling, and identify opportunities for client information synthesis. Measure service effectiveness through key metrics and report regularly to leadership on efficiencies and growth areas. Serve as a subject matter expert proposing functional improvements.
Required Qualifications
- Relevant experience in a multi-sector information research, specialized sector research role or relatable experience in financial services
- Strong business/Finance/accounting acumen
- Understanding of financial modeling, ratios etc
- Client-focused with ability to anticipate needs, address clients' expectations, effectively manage priorities and cooperate to achieve objectives
- Strong oral and written communication skills
- Ability to synthesize large volumes of information
- Ability to clearly articulate complex ideas
- Technical know-how in Microsoft Office Suite
- Advanced skills in Excel
- Advanced skills in PowerPoint
- Experience with AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc
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