Corporate Access
Responsibilities
Qualifications & Requirements
Experience Level: Mid Level
Full Job Description
Jefferies' Global Access team is seeking a motivated and detail-oriented Data Analyst in Mumbai, India, to manage Corporate Access (CA) event and consumption data. This new role is crucial for standardizing reporting, enhancing systems and workflows, and supporting internal and external marketing initiatives. The ideal candidate will understand Corporate Access fundamentals, including non-deal roadshows, bespoke trips, group trips, conferences, and expert events. You will analyze and potentially clean consumption data to support the global growth of our corporate access product.
Responsibilities
- Maintain accurate Corporate Access resourcing data, including investor consumption and corporate engagement metrics across all event types. Utilize advanced Excel skills for managing complex datasets.
- Generate detailed management reports and performance analysis, identifying trends and key metrics for buyside clients, corporates, and internal stakeholders in research and sales.
- Collaborate with internal teams to gather post-event feedback, improving client communication quality.
- Partner with sector originators to design and update pitch materials and presentations to drive client engagement and business development.
- Liaise with other business analysts to ensure accurate and consistent downstream use of CA data in external distributions.
- Work with Corporate Access leads and internal technology teams to develop efficient systems for data collection, storage, and retrieval.
- Collaborate with the European Corporate Access Data Lead, with the goal of eventually owning the U.S. data product, and drive alignment of all regional data under the Global Access framework.
Key Skills
- 1-3 years of experience in the Global Access Division or related field.
- Graduate or postgraduate degree required.
- Proven experience in investment banking, corporate access, or equity research, with a focus on data management, reporting, and analysis.
- Demonstrated ability to work as an entrepreneurial operator with a solutions-focused mindset.
- Proficiency in Microsoft Excel and PowerPoint, with familiarity with data visualization platforms.
- Exceptional analytical skills for interpreting complex datasets into actionable insights.
- Strong organization, attention to detail, and accuracy in execution.
- Excellent communication and collaboration skills, with the ability to work cross-functionally across geographies and time zones.
- Willingness to work offshore hours to support global operations.
- Experience in project management and technology implementation is a plus.
Jefferies is committed to fostering diversity and inclusion. We offer equal employment opportunities and are dedicated to building a workforce reflective of the communities we serve. We prohibit discrimination based on race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, disability, marital status, sexual orientation, gender identity, veteran status, genetic information, or any other protected characteristic. Reasonable accommodations will be provided to individuals with disabilities as required by law.
Please be aware of potential scams. All official Jefferies communications will come from an @jefferies.com email address. We will not notify candidates via social media or request payment for participation in the hiring process.
Company
Jefferies
Jefferies Financial Group Inc. is a U.S.-headquartered global investment banking and securities firm. Established in the U.S. in 1962 and the UK in 1986, the firm focuses on building its investment ba...