Business Data Analyst

About Us

Jefferies Financial Group Inc. ('Jefferies', 'we', 'us' or 'our') is a U.S.-headquartered global full service, integrated investment banking and securities firm serving clients across the Americas, Europe, Middle East, Asia including India and Mumbai.

Role Description:

The GECS-Mumbai desk functions as a Front Office extension of Global Equities COO operations supporting regional offices in the US, Europe, Asia, London, New York, Singapore, Dubai, Hong Kong, Tokyo, Shanghai. The role focuses on improving and managing Equity business processes including commission management for clients and brokers.

Role & Responsibilities

• Reconcile client trading activity to calculate and agree commission payments ensuring timely settlement with Mumbai-based clients and international brokers based in the Americas, Europe, Asia, London, New York, Singapore, Dubai, Hong Kong, Tokyo, Shanghai.
• Liaise with COO teams Sales traders Senior Management Legal Client Onboarding and Payments teams located globally including US Europe Asia India to manage CSA RCCA IB documentation signoffs set up and maintain reconciliation processes supporting ad-hoc CSA-related tasks for Mumbai desk operations serving international clients.
• Manage the end-to-end Cash Equity vote process analyzing and entering client results into internal systems driving enhancements through cross-functional improvements impacting global equities business across Americas Europe Middle East Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.
• Own preparation timely delivery of management packs scorecards performance reports for COO desk serving desks regions globally including US Europe Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.
• Collaborate with Equities Cash Advisory business identifying gaps client reporting developing metrics supporting strategic decisions for global equities operations Americas Europe Middle East Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.
• Drive improvements data collection reporting workflows MIS production supporting better decision making across equity businesses serving clients globally including US Europe Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.

Key Skills

• Demonstrate strong understanding Global Equities client management capital markets and MIS reporting with prior experience in business strategy consulting finance preferred for roles supporting global equities teams Americas Europe Middle East Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.
• Maintain advanced Excel skills including VBA macros data mining operational spreadsheet management essential for processing commission calculations payments performance metrics across international desks serving clients globally US Europe Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.
• Utilize strong database analytics capability SQL Python Power BI Tableau MS Access advantageous for analyzing trading activity managing client results driving improvements supporting global operations Americas Europe Middle East Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.
• Demonstrate excellent analytical problem solving skills attention to detail particularly commission calculations payments performance metrics serving clients across US Europe Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.
• Communicate effectively presenting confidently engaging Sales desk heads senior management regional stakeholders globally including Americas Europe Middle East Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.
• Maintain high organization manage multiple priorities independently under pressure tight deadlines supporting global equities business operations US Europe Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.
• Work collaboratively proactive team player solutions oriented mindset contributing to Jefferies Financial Group Inc equity businesses Americas Europe Middle East Asia India Mumbai London New York Singapore Dubai Hong Kong Tokyo Shanghai.